Five Costly Retirement Spending Mistakes

and How to Avoid Them

If you’re retired or about to be, you’ve gotten through the hardest part: saving. We know you want to make sure every dollar you’ve earned will cover decades of travel, family, hobbies, and even the occasional financial curveball. In this advisor-led session, we’ll unpack the five most common drawdown mistakes we see with new retirees and show you how to turn them from pitfalls into opportunities.

In this webinar, you’ll learn about:

  • 5 costly retirement-spending mistakes and the best ways to avoid them ​
  • A clear draw-down roadmap, which accounts to tap into when, plus optimal CPP/OAS timing ​
  • Simple “ask-your-advisor” questions to trim taxes, steady cash flow, and protect your estate ​
  • Case study: “How a sound plan turns savings into lasting income and confidence” ​

 

 

About Wealthsimple Advisors

Wealthsimple is one of Canada’s fastest growing and most trusted money management platforms. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves 3 million Canadians and holds over $70-billion assets. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. To learn more, visit www.wealthsimple.com.

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