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Learn more about our services here: https://www.parallelwealth.com/planning
In the 5 years leading up to retirement, there are a number of things that you can do to prepare yourself for the next stage in your life. Whether it's changing from your work accounts to personal accounts, or trying to maximize your retirement income, we'll go through 5 tips in this video so that when you hit retirement, you are ready to enjoy it.
If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your savings plan on track. You can learn more about our services at https://www.parallelwealth.com/planning or email Info@Parallelwealth.com
OUTLINE:
0:00 - Introduction
1:11 - 1. Email Address
3:01 - 2. Update Your Will
4:43 - 3. Defined Benefit Plan
6:38 - 4. Health Care Plan
7:47 - 5. Income Plan
9:39 - Summary
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DISCLAIMER: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adam is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.
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My daily read to stay connected https://www.morningbrew.com/daily/r?kid=a0b3e8c4
Book recommendation: https://www.amazon.ca/Start-Why-Leaders-Inspire-Everyone/dp/1591846447?dchild=1&keywords=start+with+why&qid=1620760573&sr=8-1&linkCode=sl1&tag=pwfg-20&linkId=70a2cb025a2429deff154b569bdb2d6b&language=en_CA&ref_=as_li_ss_tl
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