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Retirement: What's your Vision and How Will you Bring it To Fruition?

Updated: Dec 10, 2019

What is your retirement vision?

What will a typical day look like?

Take a minute and picture it.

Got it? (Does it involve surfing abroad like Jack above?😄 )

Do you have a plan in place to support your goals – the old adage “A goal without a plan is just a wish” can speak volumes when it comes to preparing for retirement.

Whether it be travelling more, moving to the cottage, being more active, spending more time volunteering, visiting family…’s important that your retirement lifestyle goals are in line with your retirement planning goals.

Defining your retirement goals is a critical first step to constructing an effective retirement income plan.

It's really about knowing your numbers.

Are you able to easily answer these questions with confidence?:

  • What return do I need on my retirement investments in order to fund my retirement cash flow goals?

  • What level of after-tax income do I need?

  • Does my retirement goal setting incorporate the impact of inflation?

  • Are there any expenses specifically tied to my retirement? For example, do you want to purchase recreational property? Do you want to do a lot more travelling?

These are just a few of the questions to ponder.

The video unpacks this topic in more detail

Retirement planning is unique for every individual. There is no 1 retirement planning equation that works universally for everyone which is why it’s so important to meet with a retirement planning expert.

For anyone wanting to get serious about planning their retirement, contact us in order to discuss how we can help!

Our Retirement Coaching page provides additional details on how our process can help you!

Be sure to follow us on Facebook and Linkedin!

#RRSP #RetirementCoaching #FinancialSecurity #Retirement


Assante Capital Management Ltd.

1536 Gamble Place Winnipeg, MB R3T 1N6

Tel:  204-977-8022

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Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.  The services described may not be applicable or available with respect to all clients.  Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties.  Some services and products may not be available through all Assante advisors.  Services may change without notice.  

© 2017 by Humphries Wealth Group

© 2018 Assante Wealth Management

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