Learn more about our services: https://www.parallelwealth.com/planning

Your first year of retirement is going to be a massive shift compared to your professional life, and these 5 tips will help ease that transition for you. Start thinking of these prior to retirement so you can be ahead of the curve when the time comes!

If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your savings plan on track.  You can learn more about our services at https://www.parallelwealth.com/planning or email [email protected]

OUTLINE:
0:00 - Introduction
0:58 - Tip #1 - Spending Money
2:00 - Tip #2 - Rash Decisions
3:22 - Subscribe!
3:47 - Tip #3 - CPP & OAS
6:22 - Tip #4 - Tax
9:30 - Tip #5 - Large Transactions
11:07 - Summary

6 ways to level up your financial plan:
Personal Finance for Canadians for Dummies: https://amzn.to/308jzic
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Open an EQ Bank Account: https://join.eqbank.ca?code=ADAM8851
Financial Calculator I use: https://amzn.to/3qiFf6m
Financial Masterclass for Canadians: https://www.parallelwealth.com/master...
20% off an online Will at www.willful.co use promo code: PWFG

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DISCLAIMER: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adam is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.

#retirement