How Much Can You Spend in Retirement? A $15k/Month Case Study
Interested in a custom retirement strategy? ➡️ https://willemswealthplanning.ca/star... Can you spend $15k per month in retirement? In this video, we’ll explore a case study of a couple who retired at 60 and examine five scenarios—like delaying CPP, selling a vacation home, or upgrading vehicles—to see how their choices impact their future. It’s a practical guide to understanding tradeoffs and strategies for your own retirement plan. Steve Willems, CFP®, FEA, BA Wealth Advisor, Willems Wealth Planning Group | Assante Financial Management Ltd. ======================= 💌 Sign up for our monthly(ish) LIFE + MONEY newsletter 💌 https://willemswealthplanning.ca/news... ⬇️ Take the FREE 4 Minute “How much do I need to retire?” Quiz ⬇️ https://xqq03md1qx0.typeform.com/to/D... ======================= 🎬 S E L E C T S C E N E S 🎬 0:00 - Intro 0:53 - Case Study 3:02 - Spending 4:02 - Testing The Plan 5:41 - Vehicles + Bucket List 11:28 - CPP + OAS ======================= The case study mentioned in this presentation is fictional and provided for illustrative purposes only and does not represent an actual client or an actual client’s experience, but rather is meant to provide an example of our process and methodology. The results portrayed is not representative of all of our clients’ experiences.
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