Here is a real-life example of how two tweaks to a couple’s retirement plan, saved them over $900,000.
For this video, we start by going over Donna and Steve’s (names have changed for confidentiality reasons) background and going over a few assumptions that need to be made. Follow along as we find out what their current situation looks like and how two tweaks to their retirement plan saved them hundreds of thousands of dollars.
Marc Sabourin is a Winnipeg-based Financial Advisor and Retirement Specialist with Harbourfront Wealth Management. His specialty is working with pre-retirees and retirees who are looking for retirement, investment, & tax advice.
Disclaimer: The views expressed are those of Marc Sabourin, Certified Financial Planner, and Investment Advisor, and not necessarily those of Harbourfront Wealth Management Inc., a member of the Canadian Investor Protection Fund
