- Видео 285
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All Things Retirement - Canada
Канада
Добавлен 9 дек 2011
We cover retirement strategies for people retiring within five years who want to experience peace of mind, confidence, and no regrets about their retirement transition.
Our content provides financial education to help you plan a successful retirement. There are many details that go into a successful retirement transition, and our content will help you focus on the key areas leading to success!
For the past twenty-plus years, our team has helped hundreds of families prepare for retirement and successfully transition into retirement. You can take advantage of this experience by viewing our content, visiting our website for additional planning resources, and arranging a complimentary consultation. Here's the link to our website: www.humphrieswealthgroup.com/
Our content provides financial education to help you plan a successful retirement. There are many details that go into a successful retirement transition, and our content will help you focus on the key areas leading to success!
For the past twenty-plus years, our team has helped hundreds of families prepare for retirement and successfully transition into retirement. You can take advantage of this experience by viewing our content, visiting our website for additional planning resources, and arranging a complimentary consultation. Here's the link to our website: www.humphrieswealthgroup.com/
How to Retire at 55 with $4,000/month
Take control of Your Retirement - www.humphrieswealthgroup.com/ How much savings are required to generate $4000 monthly (after tax) if you retire at age 55?
Are you within five years of retirement or already retired? Visit our website to find out how to get your complimentary retirement plan and get a second opinion on your current plan. Here's the link,
www.humphrieswealthgroup.com/
Welcome to our channel. Regularly, we upload content related to the topics of retirement and overall wealth planning. Although our focus will be on financial topics, we will include other topics that impact management and the conservation of wealth, including:
Travel and Leisure
Health
Relationships
Hobbies
Volunteer...
Are you within five years of retirement or already retired? Visit our website to find out how to get your complimentary retirement plan and get a second opinion on your current plan. Here's the link,
www.humphrieswealthgroup.com/
Welcome to our channel. Regularly, we upload content related to the topics of retirement and overall wealth planning. Although our focus will be on financial topics, we will include other topics that impact management and the conservation of wealth, including:
Travel and Leisure
Health
Relationships
Hobbies
Volunteer...
Просмотров: 7 714
Видео
Retirement In The Next Five Years?
Просмотров 614День назад
We produce content for savers who are within five years of retirement. Are you within five years of retirement or already retired? Visit our website to find out how to get your complimentary retirement plan and get a second opinion on your current plan. Here's the link, www.humphrieswealthgroup.com/ Get our FREE Retirement Planning Resource Bundle: www.humphrieswealthgroup.com/resourcebundle We...
Will You Outlive Your Retirement Savings?
Просмотров 1,4 тыс.День назад
Take control of Your Retirement - www.humphrieswealthgroup.com/ It's common to worry if you have saved enough for retirement and might run out of money. Understanding longevity risk is an important part of retirement planning. In this video, we discuss the stats, online calculators, and how we use financial modelling software to help clients understand the impact of life expectancy assumptions....
5 Essential Steps For A Successful Retirement!
Просмотров 87128 дней назад
Take Control of Your Retirement-www.humphrieswealthgroup.com Get ready for retirement by knowing the 5 Essential Steps. Are you within five years of retirement or already retired? Visit our website to find out how to get your complimentary retirement GAP analysis and a second opinion on your current planning. Here's the link, www.humphrieswealthgroup.com/ Access our complimentary Retirement Pla...
Retirement How to deal with an RRSP Over contribution
Просмотров 601Месяц назад
Take Control of Your Retirement - www.humphrieswealthgroup.com/ Have you made an overcontribution to your RRSP! In this video, we discuss how to deal with this issue. Are you within five years of retirement or already retired? Visit our website to find out how to get your complimentary retirement plan and get a second opinion on your current plan. Here's the link, www.humphrieswealthgroup.com/ ...
How The Federal Budget Affects Your Retirement (It's Not Good)
Просмотров 927Месяц назад
Take Control of Your Retirement - www.humphrieswealthgroup.com/ During this webinar, we will discuss the tax implications of the most recent Federal budget, focusing on the increase to the Capital Gains Inclusion rate. Special guest speaker: Eric Sochasky, CPA. Are you within five years of retirement or already retired? Visit our website to find out how to get your complimentary retirement plan...
Expert Tips for Tax Planning in Retirement
Просмотров 2 тыс.Месяц назад
Take Control of Your Retirement - www.humphrieswealthgroup.com/ Are you within five years of retirement or already retired? Visit our website to find out how to get your complimentary retirement plan and get a second opinion on your current plan. Here's the link, www.humphrieswealthgroup.com/ Start on the path to Retirement Planning Peace of Mind - Get Your Free Retirement Planning Resource Bun...
Upcoming Webinar - Unpacking The Recent Federal Budget (Special Focus to the Capital Gains Tax)
Просмотров 2082 месяца назад
Webinar Registration Link: us02web.zoom.us/webinar/register/WN_uANefnpGQNKirPHrZJNMZw Free Budget Summary PDF: 18d3a3ff-ac48-48e2-90d5-5570b84de9c4.usrfiles.com/ugd/18d3a3_38f2aa4ef5534cc88fc168f4f33c6ebd.pdf Are you within five years of retirement or already retired? Visit our website to find out how to get your complimentary retirement plan and get a second opinion on your current plan. Here'...
Defined Contribution Pension Plans - The Good, The Bad, and the UGLY!
Просмотров 1,8 тыс.2 месяца назад
Retirement Pensions - Do you have a Defined Contribution Pension Plan? If you do, this video will unpack the Good, the Bad and the Ugly about DB Pensions. These plans can be a key part of your retirement income planning. However, you must understand how these plans work to maximize their benefits and dodge their disadvantages. Are you within five years of retirement or already retired? Visit ou...
Planning for Retirement: Essential Tips for Ages 35-50, & Traits of Successful Retirees!
Просмотров 7012 месяца назад
In this podcast edition, we discuss retirement planning for the 35 - 50 age group, the traits of successful retirees, and a market update. Are you within five years of retirement or already retired? Visit our website to find out how to get your complimentary retirement plan and get a second opinion on your current plan. Here's the link, www.humphrieswealthgroup.com/ Access our complimentary Ret...
Retirement Income - Cracking The Code On Defined Benefit Pensions!
Просмотров 3,6 тыс.3 месяца назад
Retirement income planning involves understanding all of your retirement income options. Do you have a defined benefit pension plan? If you do, this video covers the main features of defined benefit pensions and key questions you need to be clear on. Are you within five years of retirement or already retired? Visit our website to find out how to get your complimentary retirement plan and get a ...
Maximize Your Retirement With This Strategic Planning Guide!
Просмотров 1,1 тыс.3 месяца назад
When you begin to think about your retirement, it can get a little overwhelming because of all the details and planning attached to your retirement transition. In this video, we review our Strategic Planning Spreadsheet guide, which will help you unclutter your thinking so you have a clear plan for all the details that will make your retirement transition amazing! Get access to the Retirement P...
Plan Retirement by Practicing Retirement - You'll Be Surprised By What You May Learn!
Просмотров 1,3 тыс.3 месяца назад
One of the best ways to get ready for retirement is to practice retirement before you actually retire. You will learn a lot if you beta test retirement so you can do some tweaking before you actually retire. In this video, we cover some practicing ideas, and you can get the PDF worksheet referenced in the video by clicking the following link: www.humphrieswealthgroup.com/practice-retirement Are...
Secure your future: TFSA or RRSP?
Просмотров 6933 месяца назад
Secure Your Retirement Future - What makes more sense when saving and investing for your future, a TFSA or RRSP contribution? This video discusses one of the key considerations when making this important decision. Are you within five years of retirement or already retired? Visit our website to find out how to get your complimentary retirement plan and get a second opinion on your current plan. ...
Wise Wealth Podcast Mar 10 2024 - Tax Filing Update, CPP, Market Update and Knowledge Blind Spots
Просмотров 8413 месяца назад
The podcast reviews some of the main factors people use when deciding when to take their Canada Pension Plan Benefits. We also discuss why you need to know how the "Dunning-Krueger Effect" can influence sound decision-making. Finally, we will provide an update on the capital market and tax updates that may affect your 2023 tax filing. Link to Globe & Mail article on 2023 tax filing: www.theglob...
Retirement - You Don't Know What You Don't Know - Avoid Retirement Regrets With This Advice
Просмотров 1,4 тыс.3 месяца назад
Retirement - You Don't Know What You Don't Know - Avoid Retirement Regrets With This Advice
Retirement Why Men Should Not Take CPP Early!
Просмотров 3,5 тыс.3 месяца назад
Retirement Why Men Should Not Take CPP Early!
Expert Advice: Navigating the CPP Service Canada Retirement Calculator
Просмотров 12 тыс.4 месяца назад
Expert Advice: Navigating the CPP Service Canada Retirement Calculator
THE REAL RISKS THAT CAN BLOW UP YOUR RETIREMENT PLAN
Просмотров 2,3 тыс.4 месяца назад
THE REAL RISKS THAT CAN BLOW UP YOUR RETIREMENT PLAN
$5000 PER MONTH AGE 55 SAVINGS REQUIRED SINGLE AND COUPLE
Просмотров 4,8 тыс.5 месяцев назад
$5000 PER MONTH AGE 55 SAVINGS REQUIRED SINGLE AND COUPLE
$5000 PER MONTH INCOME AGE 60 CAPITAL REQUIRED FOR SINGLE AND COUPLE SCENARIOS
Просмотров 20 тыс.5 месяцев назад
$5000 PER MONTH INCOME AGE 60 CAPITAL REQUIRED FOR SINGLE AND COUPLE SCENARIOS
Unleashing Financial Wisdom: Unlocking Shareholder Power & Retirement Secrets | Jan 14, 2024
Просмотров 3485 месяцев назад
Unleashing Financial Wisdom: Unlocking Shareholder Power & Retirement Secrets | Jan 14, 2024
Unlock Your Retirement Dreams Through Storyboarding!
Просмотров 4006 месяцев назад
Unlock Your Retirement Dreams Through Storyboarding!
Boost Your Retirement Income with this Key Tip
Просмотров 2,5 тыс.6 месяцев назад
Boost Your Retirement Income with this Key Tip
Unveiling CPP Enhancements: What You Need To Know
Просмотров 2,9 тыс.6 месяцев назад
Unveiling CPP Enhancements: What You Need To Know
3 Powerful Retirement Planning Lessons From 4,000 Interviews
Просмотров 2,1 тыс.7 месяцев назад
3 Powerful Retirement Planning Lessons From 4,000 Interviews
Wise Wealth Podcast - Market Update, New TFSA Limit, Retirement Income Planning Tip
Просмотров 4687 месяцев назад
Wise Wealth Podcast - Market Update, New TFSA Limit, Retirement Income Planning Tip
A Survey of Two Thousand Retirees Provides Insights on Successes and Regrets!
Просмотров 1,3 тыс.7 месяцев назад
A Survey of Two Thousand Retirees Provides Insights on Successes and Regrets!
Good content but the shrill S's are so hard to listen to. Torture
Just want to thank you guys for providing this information. I always find your segments very interesting and informative, I even get more information from you guys than my own financial advisor. If you guys can do a segment on RRSP meltdowns strategies. Thank you
All the information you pass forward is much appreciated.
It is good to hear that your discussion of “optionally” conveys and advocates equity leveraging as a method possibly involving using a Reverse Mortgage as asset utilization (for individuals). From a layman point-of-view, this useful financial product has often been presented as a nonviable source.
Here's my “two cents” to possibly empowering day-to-day retirement experiences: Simply stated, this merely involves determining and pursuing relevant interests in subject matters that profoundly affects one's life in various ways. For me, this entails enhancing my financial observance and literacy as wells as staying abreast to current political events and concerns. And as a supplement, finding challenging ways to be consistently/persistently physically active accents this process. To an outside observer this may appear somewhat mundane, but such activities have proven to be quite effective towards a purposeful retirement life.
Thank You😊
Very helpful Thank You 😊
Love all your videos
This is great info.
👍 During my retirement planning journey, I have watched hundreds of Canadian retirement content on RUclips. You are the first to answer the simple question: "Are there tax implications when rolling over your RRSP to an RRIF. "No Tax Triggered" at minute 1:42. Thank you!
Thanks
Thank you😊
Very helpful thank you for all your videos 😊
Great info. Being an executor is not easy.. leave it to the pros !
Solid advice ✅
Great podcast!
You’re very professional and present clearly where regular workers can understand
You mention complimentary retirement planning service? Who do I contact?
See links in content below video 👍
Supplementary to fostering an attitude of gratitude is mindfulness as you go about your daily endeavors. Making these two habitual go a long way towards a happy and successful retirement.
Lovely family!
Thank you!
Thank you! This is a great explanation. However....given that withdrawals from RRSP and payments from RRIF are treated as income (for the individual), and have same withdrawal tax rules...why move an RRSP account to a RRIF account, before being forced when you're 71? Why not simply withdraw from RRSP account what you need each month or quarter, etc....Is it simply because RRIF provides automatic payment each period, saving you from the hassle of having to 'request' a withdrawal from institution each month (or whatever frequency), and also having to deal with (potential) institution transaction fees? Thanks.
You are correct. The RRIF is simply an adminstrative tool to generated systematic payments from the account.
commuted value, can part of it be moved to a spousal RRSP in Manitoba and is the remaining amount taxed at top federal and provincial bracket?
Why get more entangled with government. Government can rarely improve the situation. Commuted value means you are broke. When will you learn about incompetent even bad government.
Remarkable explanation! The best investment advise on you tube. Should have had a million subscribers on every vlog. Well done, sir.
Good information. Thank-you.
When this Government is done ...... there will be nothing left for the RETIREES & VETERANS ...... BUT ..... the Politicians will enjoy ROYAL level RETIREMENT ..... ALL for them .... NOTHING for you the little people . Got it ??
IF your financial advisor has not discussed the financial 'reset' with you - then immediately get out of the markets. Your portfolio will be worth about 25% of its value. Do your own homework. Advisors are naive. Wake up Canada. The new CPP rules are outright theft.
I am receiving a pension.The calculation was 1.6% x avg of 5 highest years x yrs of service. An annual 2.9 % COLA comes with my pension.
I guess your pension is good without calculating it. The 5 highest years x yrs of service. To me this is wrong. Maybe criminal. My friend who is single worked like a maniac his last 5 years (city of Wpg) My friend took 5 months off every year before that. (Wpg doesn't need as many workers in the winter). My buddy gamed it and won at the expense of other workers. A married man or one who may have to care for a sick wife won't be able to work like a madman his last 5 years. The 5 year rule if adopted recently is a mistake. No Financial institution would ever do such a thing. The 5 year rule is a gift. There is a strong chance your pension is short about 1/3. When the next crash comes it could fall to 50% unfunded. My dad had a good pension. He retired at 50 in 1976, died at 86. It worked for him. The future of Canada seems screwed. During hyper inflation (inflation 40% or more a month for 2 years) elderly Germans in the 1920's couldn't find food so they committed suicide. Why such inflation? Government has fallen into a financial trap. It cannot reason and says yes to every new expenditure without fail.
Very good sharing, thank you two!
Many thanks for uploading! Do you have a minute? I uploaded a new song of mine on my page. As a fellow music fan, I'd love if you would take a listen. I hope you enjoy :)
HI !IAM A SS PENSIONER DO I QUALIFY FOR LUMP SUM PAYMENT?
Lol, your joking right? SS, not a chance.
Interesting video hope you are having a great weekend Cheers 🍷👍🍺
Thank you~
Very good analysis to follow!
Thank you! I appreciate the comment
Thank you so much! When we return to Canada I will be in touch!