Why A Pension And $1.5M Will Leave You With $16M At Age 95

Interested in a custom retirement strategy? ➡️ https://willemswealthplanning.ca/star... Greg and Lynn’s retirement plan is flawless—too flawless. In this case study, we explore how a $16 million projected estate turned into frustration, and how giving earlier could create more joy, more meaning, and less tax. Steve Willems, CFP®, FEA, BA Senior Wealth Advisor, Willems Wealth Planning Group | CI Assante Wealth Management Ltd. ======================= 🎬 S E L E C T S C E N E S 🎬 0:00 - What’s the Point of $16 Million? 1:35 - Meet Greg and Lynn (Pension + $1.5M) 3:52 - The Default Plan: Nothing Spent, Everything Grows 6:10 - Path 2: The Shared Life Plan 8:11 - $1.7M of Joy (Gifts + Family Travel) 8:35 - When Saving Becomes a Scarcity Script 10:31 - Why They Still Felt Uneasy 10:59 - Path 3: The Giving Plan 12:43 - Final Results: $7.4M Estate + $2.1M Tax Saved 14:07 - What This Means for Your Retirement Plan ======================= Sources Referenced: https://www.givewise.ca/individuals/h...