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5 Retirement Mistakes That Could Cost You THOUSANDS (And How to Avoid Them)

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Manage episode 519105816 series 3559477
Content provided by Rob Tetrault. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rob Tetrault or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

📊 Master Your Retirement Plan in 45 Minutes Register now → https://bit.ly/2THZzNj

🔔 Want personalized help with your retirement plan? Book a call → https://robtetrault.com/speak-to-rob/

💸 Most Canadians spend decades saving for retirement…

But a few avoidable mistakes could ruin it all - including triggering the OAS Clawback, missing key tax opportunities, or drawing from the wrong accounts at the wrong time.

In this video, Rob breaks down the Top 5 Retirement Planning Mistakes and shows you exactly how to avoid them - with real strategies, clear examples, and practical advice any Canadian retiree (or soon-to-be) can use.

Timestamps: 00:00 - Why This Is Important! 00:48 - Mistake #1: No Tax Plan 01:59 - Mistake #2: Bad Withdrawal Order 03:03 - Mistake #3: Too Conservative (Too Much Cash) 04:35 - Mistake #4: No "What If" Plan 05:27 - Mistake #5: No Exit Strategy 06:12 - Retirement Planning Masterclass

📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/

#RetirementPlanning #OASClawback #CPP #CanadianInvesting

  continue reading

300 episodes

Artwork
iconShare
 
Manage episode 519105816 series 3559477
Content provided by Rob Tetrault. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rob Tetrault or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

📊 Master Your Retirement Plan in 45 Minutes Register now → https://bit.ly/2THZzNj

🔔 Want personalized help with your retirement plan? Book a call → https://robtetrault.com/speak-to-rob/

💸 Most Canadians spend decades saving for retirement…

But a few avoidable mistakes could ruin it all - including triggering the OAS Clawback, missing key tax opportunities, or drawing from the wrong accounts at the wrong time.

In this video, Rob breaks down the Top 5 Retirement Planning Mistakes and shows you exactly how to avoid them - with real strategies, clear examples, and practical advice any Canadian retiree (or soon-to-be) can use.

Timestamps: 00:00 - Why This Is Important! 00:48 - Mistake #1: No Tax Plan 01:59 - Mistake #2: Bad Withdrawal Order 03:03 - Mistake #3: Too Conservative (Too Much Cash) 04:35 - Mistake #4: No "What If" Plan 05:27 - Mistake #5: No Exit Strategy 06:12 - Retirement Planning Masterclass

📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/

#RetirementPlanning #OASClawback #CPP #CanadianInvesting

  continue reading

300 episodes

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