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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://tetraultwealth.com/contact-us/
⭐️⭐️ If I Were Retiring in 2026, I'd Lock In These 7 Things
If you're planning to retire in 2026 (or within the next 1–3 years), you're no longer in the planning phase, you're in the execution phase.
At this stage, the biggest risks aren't market headlines. They're unclear income plans, poor tax sequencing, and withdrawal mistakes that compound over time.
In this video, I walk through the exact 7 things I would personally lock in before retiring in 2026:
• Choosing a realistic retirement date • Mapping your income sources (RRSP, TFSA, corporate, non-reg) • Aligning your asset mix for decumulation • Managing taxes in the early retirement years • Optimizing CPP & OAS timing • Planning your RRSP → RRIF conversion • Stress testing your plan for volatility and longevity
This is practical Canadian retirement planning — not theory, not rules of thumb, and not fear-based advice.
If you want clarity heading into retirement, this framework will help you make decisions with confidence.
CHAPTERS: 00:45 - Step 1: Pick a Date 01:12 - Step 2: Map Income 01:49 - Step 3: Asset Mix 02:33 - Step 4: Taxes 03:30 - Step 5: CPP & OAS 04:38 - Step 6: RRSP to RRIF 05:14 - Step 7: Stress Test 05:53 - Quick Recap & What To 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
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://tetraultwealth.com/contact-us/
⭐️⭐️ If I Were Retiring in 2026, I'd Lock In These 7 Things
If you're planning to retire in 2026 (or within the next 1–3 years), you're no longer in the planning phase, you're in the execution phase.
At this stage, the biggest risks aren't market headlines. They're unclear income plans, poor tax sequencing, and withdrawal mistakes that compound over time.
In this video, I walk through the exact 7 things I would personally lock in before retiring in 2026:
• Choosing a realistic retirement date • Mapping your income sources (RRSP, TFSA, corporate, non-reg) • Aligning your asset mix for decumulation • Managing taxes in the early retirement years • Optimizing CPP & OAS timing • Planning your RRSP → RRIF conversion • Stress testing your plan for volatility and longevity
This is practical Canadian retirement planning — not theory, not rules of thumb, and not fear-based advice.
If you want clarity heading into retirement, this framework will help you make decisions with confidence.
CHAPTERS: 00:45 - Step 1: Pick a Date 01:12 - Step 2: Map Income 01:49 - Step 3: Asset Mix 02:33 - Step 4: Taxes 03:30 - Step 5: CPP & OAS 04:38 - Step 6: RRSP to RRIF 05:14 - Step 7: Stress Test 05:53 - Quick Recap & What To 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