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📊 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
By Rob Tetrault5
11 ratings
📊 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

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