All The Money In The World

Retirement Income Planning, Calgary

Last year Nancy and I went to see the movie, "All The Money In The World". It's the true story depiction of the Getty Oil empire. I'll try not to ruin the movie for you in case you have yet to see it. But, I'm sure you know where this is going. Mr. Getty was the richest man in the world and he dies by himself in an empty castle. He had alienated every person in his life in his pursuit of money. He thought he could replace people with things, but in his final breaths, things brought no comfort and he died a lonely, old, miserable rich man. 

Be careful that you don't end up with a full bank account, but an empty life.

There are 3 keys to a happy retirement, regardless of how much money you have:

Something do. Someone to do it with and Enough money to enjoy your life.

Only one of those items is financial, but it's where most people spend all of their time and energy. Trying to get to their retirement number. 

Visit any casino in Calgary, or anywhere for that matter, it's filled with Seniors who have no purpose and most likely, little money.

We recently attended the funeral service of an old friend of ours. It was one of the most uplifting services I have ever attended. Bill had spent his 20+ retirement years looking after his ailing wife, a taxi driver for his grandchildren, attending church, encouraging people, looking after his neighbor's dogs and shoveling sidewalks. He was full of joy and lived to be almost 87 years old. A retirement well-lived. He had a reason to get up each day.

Be careful that you don't end up with a full bank account, but an empty life!

We were created to live in connection with one another. Visit a McDonald's anywhere in Canada or the USA and what you'll see most mornings is a bunch of old guys drinking coffee, reading Newspapers, gossiping and conversing about politics. All of this is a front for why there really there: because they love each other and they wouldn't miss it for anything. 

These little social gatherings I'm talking about emerge with no planning or coordinating by anyone. They emerge because we need each other. We were created as social beings and none of us can successfully survive by ourselves.

The problem in retirement, especially early in retirement, is that our social construct changes from the workplace to the community. If this is not done properly, a person can feel disconnected and displaced in retirement. 

We desperately need someone to share life with!

The number one concern for retired and retiring Canadians is outliving their money. The only solution to not running out of money is having more guaranteed income, such as CPP, OAS, work pensions and certain types of cashable annuities. 

If you do not have a huge amount of retirement savings, then more of it must be used to create guaranteed income. We have several possible ways to achieve this and would be happy to share them with you. You cannot get these solutions from a bank. Give us a call and we can explain in more detail. The stock markets are at all-time highs and there's no better time than the present to lock in some of those gains.

Guaranteed retirement income is the key to not worrying about running out of money! Click here to see one solution.

Click here to Book a time to learn more about working with a retirement income planning specialists that can design a retirement portfolio that produces life-long income, coordinate your sources of income in the most tax-efficient manner and implement your unique retirement income strategies.

Retirement Income & Investment Planners,

Willis & Nancy

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Willis and Nancy are amazing. I am near retiring totally and they advised me what to do to help me be financially set. I was late in starting my financial plan but they helped me to see that I was going to be okay. 
They are so knowledgeable about what is going on in the world financially especially for retirement. They have the answers and are interested in you personally. 
Thank you.

Catherine Moon

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