Retire Ready
Retirement isn’t the end. It’s the beginning of the life you’ve been working toward. But here’s the truth: without a plan, the “golden years” can feel uncertain, stressful, and financially fragile. That’s why we created “The Retirement Playbook: Winning the Next Chapter.” It’s your clear, practical guide to stepping into retirement with confidence, clarity, and purpose.*
What You’ll Learn Inside
- Retirement Readiness
Explore what it really means to be ready, financially and emotionally. We break down the benefits of retiring earlier, the trade-offs of waiting, and the realities you’ll want to prepare for before you make the leap. - RRSP vs. TFSA
Learn the rules, deadlines, and contribution limits that matter most; plus, how to coordinate both accounts to maximize tax efficiency throughout retirement. - CPP & OAS Timing
Should you take benefits at 60, 65, or wait until 70? We walk you through the pros, cons, and strategies for choosing the best start date for your personal situation. - Pensions Made Simple
If you’re lucky enough to have one, you face a big choice: monthly payments for life or a lump-sum commuted value. We’ll lay out the trade-offs so you can see which option aligns with your goals. - RRIF Withdrawals
Understand the government-mandated minimums by age and how to design a withdrawal strategy that provides steady cash flow while minimizing taxes. - Estate Planning Basics
Retirement isn’t just about income; it’s also about legacy. We’ll cover the must-have documents, beneficiary designations, and a “no-surprises” checklist to keep your wishes clear and your family protected.
Who’s it for?
- 50+ professionals, business owners, and anyone within 10 years of retirement.
Get the free guide: “The Retirement Playbook: Winning the Next Chapter.”
P.S. If you love this guide, you’ll also want our Retirement Income Guide—a step-by-step playbook that shows you how to transition from saving to living with purpose. Grab your free copy [here].
*This guide is for educational purposes only and does not constitute personalized financial advice.
