Drawing Income From Your Portfolio: Strategies in Retirement
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- Опубликовано: 25 июл 2024
- Welcome to the Steadyhand Coffee Break, a condensed version of our popular Café series. In this episode, we're joined by Janet Gray, Money Coach and Steadyhand’s Evan Parubets to provide insights into securing a reliable and steady income from your portfolio during retirement.
From addressing the complexities of decumulation to navigating the sequence of returns risk and minimizing taxes, this discussion covers it all. Learn essential strategies to optimize your investment portfolio and ensure long-term financial security in retirement.
Also, we introduce our Steadyhand Retirement Withdrawal Program, a groundbreaking solution designed to mitigate market risks and provide peace of mind for retirees.
The Hardest Decision in Investing (FREE GUIDE): www.steadyhand.com/asset/2023...
Steadyhand Retirement Withdrawal Program: www.steadyhand.com/asset/2023...
Janet Gray, Money Coaches: moneycoachescanada.ca/about/j...
Advice-Only Planner (AOP) Directory: www.steadyhand.com/education/...
Steadyhand’s Current Outlook: www.steadyhand.com/thinking/o...
🔹 Video Chapters 🔹
0:00 Introduction
5:24 Main challenges of Canadians entering the decumulation stage
7:53 Additional challenges in retirement planning
10:00 Strategies and common mistakes
12:00 The 4% withdrawal rule and its relevance
14:19 Sequence of returns risk explanation
19:49 Steadyhand’s advice for retirees (Retirement Withdrawal Program)
26:37 Final words of advice from Janet
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#Steadyhand #RetirementPlanning #Decumulation #FinancialFreedom
how about the era of no pensions. most people have neither DB nor DC pensions. they need to create their own via TFSA's and RSP's. in terms of how to create a cash flow, you sell funds to cash and withdrawal. saved you 30 minutes. you're welcome.