The Home of K4 Online: https://www.k4financial.ca
Provincial and Federal Tax Tables: https://k4financial.ca/info-library/
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There's a tonne of retirement experts on YouTube working toward the same goal- educating people that timing their retirement withdrawals is one of the MOST IMPORTANT processes in financial planning. Well K4 is aligning with the robots, as there is simply no fighting the rising tide. And man, they can be thorough.

Here we try out a new software that optimizes planning for retirement by running a million billion scenarios to find your optimal drawdown strategy. This reveals a case study in which a (potentially famous) client has particular retirement income goals to meet and how the change of investment strategies can help meet those objectives. It demonstrates the importance of a tax-efficient withdrawal strategy and the timing of CPP and OAS. Because at K4, we embrace the future!

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00:00: Classic Kent Intro
01:13: Here Comes the Future
02:14: Don't Fight The Math
04:00: Case Study: Planning for Jennifer Aniston (Not the Celebrity)
06:13: Jennifer's Financial Profile and Goals
08:26: Optimizing Jen-Jens Retirement
10:07: Adjustments to Hit Our Targets
12:20: Bird's Eye of the Strategy
14:59: Tempering Your Risk vs. Your Timeline
16:14: All Hail Our Robot Overlords

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  / k4financial  
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Our Website:
https://www.k4financial.ca

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