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If I Had $10 Million, This Is Exactly What I'd Do With It
📊 Master Your Retirement Plan in 45 Minutes Register now → https://bit.ly/2THZzNj
🔔 Want personalized help with your retirement plan? Book a call → https://tetraultwealth.com/contact-us/
⭐️⭐️ If I Had $10 Million, This Is Exactly What I'd Do With It
What actually changes when you're suddenly dealing with $10 million?
In this video, Rob walks through how he would approach managing that level of wealth, from the decisions you make in the first year and avoiding lifestyle creep, to building the portfolio, reducing taxes and gaining access to alternative investments.
We also break down whether to invest the money all at once or gradually, what the asset allocation could look like, the biggest mistakes to avoid and why behaviour can matter just as much as investment selection.
Whether you've recently sold a business, received an inheritance, experienced a major liquidity event or simply want to understand how significant wealth should be managed, this is a practical look at what dealing with $10 million actually involves.
CHAPTERS: 01:11 - What Dealing With $10 Million Actually Looks Like 03:23 - "That First Year" 05:22 - Lifestyle Creep & The 90 Day Rule 06:33 - The Portfolio Structure 08:11 - When The Money Arrives At Once… 08:44 - Dollar Cost Averaging vs. Lump-sum 10:36 - What's The Asset Allocation? 12:44 - What NOT To Do With Your Money 13:36 - A New Level of Access With Alternatives 15:22 - Taxes (How To Pay LESS To The CRA) 17:44 - Behavioural Advice 18:50 - What You Should Do Next
▶️ If this topic resonates, consider subscribing for more Canadian retirement planning insights, real-world examples, and practical explanations, without hype or fear-based advice.
📩 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 #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting
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By Rob Tetrault
5
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://tetraultwealth.com/contact-us/
⭐️⭐️ If I Had $10 Million, This Is Exactly What I'd Do With It
What actually changes when you're suddenly dealing with $10 million?
In this video, Rob walks through how he would approach managing that level of wealth, from the decisions you make in the first year and avoiding lifestyle creep, to building the portfolio, reducing taxes and gaining access to alternative investments.
We also break down whether to invest the money all at once or gradually, what the asset allocation could look like, the biggest mistakes to avoid and why behaviour can matter just as much as investment selection.
Whether you've recently sold a business, received an inheritance, experienced a major liquidity event or simply want to understand how significant wealth should be managed, this is a practical look at what dealing with $10 million actually involves.
CHAPTERS: 01:11 - What Dealing With $10 Million Actually Looks Like 03:23 - "That First Year" 05:22 - Lifestyle Creep & The 90 Day Rule 06:33 - The Portfolio Structure 08:11 - When The Money Arrives At Once… 08:44 - Dollar Cost Averaging vs. Lump-sum 10:36 - What's The Asset Allocation? 12:44 - What NOT To Do With Your Money 13:36 - A New Level of Access With Alternatives 15:22 - Taxes (How To Pay LESS To The CRA) 17:44 - Behavioural Advice 18:50 - What You Should Do Next
▶️ If this topic resonates, consider subscribing for more Canadian retirement planning insights, real-world examples, and practical explanations, without hype or fear-based advice.
📩 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 #WealthManagement #Retirement #Investing #RRSPMeltdown #RetirementSavings #CanadianInvesting