2024 Retirement Launchpad

This Will Be The Hub of Our Free Resources and Will be Updated as New Videos and Articles are Released.

How To Use The Retirement Launchpad

These resources are compiled to be the ULTIMATE RETIREMENT GUIDE.
It’s set up to be a free resource to help Canadian Retirees who won’t have access to professionals.

I don’t know anything about you so none of these constitutes as advice to your personal retirement.

If you watch every single video here, you would have completed a MASTERCLASS in retirement planning at your own pace.

I’ve broken it down to sections so feel free to jump to the lessons that are most useful to you. Simply click these title texts and that should put you in the right section.

  1. CPP Fundamentals
  2. OAS Fundamentals
  3. GIS Fundamentals
  4. Retirement Preparation
  5. Mistakes To Avoid
Each video or lesson will also have a dedicated blog covering items that are more easily explained using images and written notes.

CPP Fundamentals

These videos share insights about the CPP. Note: The list includes videos and case studies from 2023. However, the ideas are still relevant and the videos are being updated weekly.

CPP Basics

Everything You Need to know about the CPP in 2024.

CPP Breakeven Calculation

Why the CPP Breakeven Calculation is flawed.

How To Read Your CPP Statement Of Contribusions

Viewer Response- Following Up on The CPP Breakeven Discussion.

Should You Take The CPP Early?

When does it make sense to take CPP early?

Should You Delay Your CPP ?

When Does It Make Sense To Delay Your CPP to 70

Give Yourself Permission To Retire

This free guide will get you thinking about retirement the right way…

So that you can avoid costly mistakes. You only get one true retirement, make sure you don’t live with regrets.

Claim My Free Retirement Guide

OAS Fundamentals

These videos share insights about the OAS. Note: The list includes videos and case studies from 2023. However, the ideas are still relevant and the videos are being updated weekly.

OAS BASICS

Everything You Need to know about the OAS in 2024.

WHY OAS HAS A CLAWBACK

Learn About The OAS Clawback so you don’t accidentally lose money you deserve.

BEAT THE OAS Clawback 2024

Win Back Your OAS Dollars

How To Beat The OAS Clawback. (2023- Includes More Advanced Ideas)

If You’ve already watched the 2024 edition skip to tips 7 onward.

GIS: Guaranteed Income Supplement Fundamentals

These videos share insights about the GIS. Note: The list includes videos and case studies from 2023. However, the ideas are still relevant and the videos are being updated weekly.

GIS BASICS

Everything You Need to know about the GIS

Give Yourself Permission To Retire

This free guide will get you thinking about retirement the right way…

So that you can avoid costly mistakes. You only get one true retirement, make sure you don’t live with regrets.

Claim My Free Retirement Guide

Retirement Ramp Up

These lessons are designed to help you transition and look at the numerous decisions you are forced to make when you retire.

What I Would Do If I Was Retiring in 36 Months

30 items I would tackle if I was retiring soon.

Retirement Trial Run

Test Drive Your Retirement

Mistakes To Avoid

I share mistakes I’ve seen from clients that cost them tens of thousands of dollars.

It’s cheaper when other people pay the life tuitions for you.

The Typical Retirement Advice You Get From Banks are WRONG

30 items I would tackle if I was retiring soon.

Give Yourself Permission To Retire

This free guide will get you thinking about retirement the right way…

So that you can avoid costly mistakes. You only get one true retirement, make sure you don’t live with regrets.

Claim My Free Retirement Guide
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Get Your Free Retirement Workbook

23 Pages Full of worksheets checklists, insights and ideas.

All designed to help you retire comfortably.

What You'll Accomplish

My Goal is that this FREE book, gives you more insights and clarity than your investment guy ever has.

Audacious… I know…

But, check this out. If you ACTUALLY APPLIED what’s in here you will:

  • Give Yourself Permission To CRAFT the life you want.
  • Pick Up Tax Saving Ideas That Can Help You Win Back $$$ From The CRA.
  • Understand Your Retirement Prioties and ORGANIZE your finances.
  • Get Financial Alignment With Your Spouse, so that you can treat retirement like a joint mission.
  • Understnd Expensive Errors Retirees are making.
No thanks. I'm Fine Leaving My Future To Guesswork.
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