Watch on YouTube:  https://youtu.be/pXozfh4thzM

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In Episode 9 of our Second Act Retirement series, I look at why estate planning matters more than most people realize. I break down how having a will, powers of attorney, and beneficiary designations can spare your family stress, conflict, and legal headaches.

Also in this episode:
📄 Learn the essential tools every Canadian retiree should include in their estate plan.
📱 See why digital assets and account access are the new must-haves in modern estate planning.
🏥 Learn about advanced medical directives and how they give you a voice when you can’t speak.
📁 Learn how to build an “estate binder” that keeps everything organized and accessible.
✅ Get practical next steps and a free checklist to help you take action today.

Thank you to Harvest ETFs for supporting this important series.
Learn more about the Harvest Low Volatility Canadian Equity Income ETF: https://harvestportfolios.com/etf/hvoi/
Stay informed with topical insights from Harvest ETFs professionals:
https://harvestportfolios.com/insights/

Chapters
00:00 Intro
00:52 The Big Challenge
01:41 Your Will
03:12 Powers of Attorney
04:32 Beneficiary Designations
05:54 Digital Assets
06:59 Retirement Investing with Harvest ETFs
08:39 Advanced Tools
09:03 Trusts
10:14 Taxes & Strategies
11:47 Medical Directives
12:49 Communication & Accessibility
13:40 Taking Action
14:08 Free Estate Planning Essentials Checklist
14:29 Next Episode: Investing in Retirement

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Beavis Wealth Disclaimer:

The views and opinions shared on this channel are for informational and educational purposes only. Although previously licensed, the contributors are no longer industry participants and are not licensed to provide financial advice. They strive to provide you with educational information in an entertaining manner. Always do your own research and due diligence before investing. Generally speaking, you should consult a licensed investment professional before investing.