The numbers have it, we rolled out an insanely affordable plan and financial strategy and Canada has responded. We're very happy and grateful for your hand in making this thing a success! In this week of Kent and Chad, the guys take a second to reflect on who they've seen emerge as great fits for the plan since its launch not long ago. Some are expected, some are surprises, and some... well some have unearthed a shady advisor or two and made us RAGE. And don't worry, aside from the plan, there's still some interesting stuff to think about in this video too.
00:00 - Talkin Shop 02:24 - The DIY Investor 04:00 - Defined Pension Recipients 05:36 - Close to Retirement / Burnt Out 07:31 - Advisor Check! 10:29 - When to Withdraw What 12:20 - The Freedom of Lower Fees 15:09 - Cool Young People 17:32 - Responsible Young Families 19:03 - Saving to Retire Abroad 20:40 - Let's wrap this up
A financial plan is a road map to comfort. If you'd like an assist on the journey, contact us at [email protected]
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