The 1 Thing You Cannot Buy In Retirement

Calgary Retirement Income Planning

I often think about this story from Daryl Diamond. Imagine you are going on a 2 week all inclusive vacation. But, this time, you are going to do it all differently. You are actually going to splurg and do all the extra little things. Rent the seadoos. Go on some excursions. Take the jungle tour. Go to town. You're gonna spend some money.

Then you whisper to your spouse. "Let's take it easy on the first week and get used to the place and then the second week we'll do all of those things. At the begiining of the second week it rains for 3 days and then one of you gets sick for the last 4 days and you go home without doing anything. 

Sad, and it happens all of the time, especially with retirement planning, retirees think they have lots of time and they put off enjoying retirement too long and the they spend their days in doctor's offices and hospital line -ups.

See, you can't buy more time. Once it's gone, it's gone. The time spent with our family. The special ocasions. The trips. You can't relive these opportunities.

Retirement is a long time, but you need a combination of these key ingredients to make the most of it:

Money - In fact, money will determine the scope of your retirement lifestyle. Your ability to acheive many of your retirement dreams and goals will be based on how much money you have.

Health - Without your health nothing else matters. Money can help with better treatments, but you will be limited in realizing your goals and dreams. 

Time - You can have great health and lots of money, but if you won't pull the trigger and go for it - well, you are actually wasting away your health and your money. Don't die with a full bank account, but an empty and unfulfilled retirement. Remember - you can't buy back time.

A Plan - You would not set out on a trip without a plan, a map, or a direction. We can't help you with your health or time, but we can help you create a plan - it's what we do, and we can ensure you don't run out of money. Call us and set up a time when we can sit down and discuss your individual plan. We have all kinds of strategies that we can implement together to help ensure your best possible retirement outcome.

We have...

  • Portfolios to reduce volatility (Here's one company we work with - Watch the Video)
  • Investments that can produce steady income
  • Investments with guaranteed monthly income
  • Tax efficient income
  • Tax saving strategies that will add $1000's to your lifestyle
  • Accountability
  • You always deal with us to help you decide the right steps

The last ingredient that is like the icing on the cake is PURPOSE. Knowing you have enough money helps you go to sleep at night, but having a reason to get up in the morning gives you purpose. If you have both, consiser yourself blessed. 

If you would rather spend your time in retirement out enjoying life instead of worrying about money, then Book an introductory meeting in our calendar below and we will help you get clarity arround your goals and values. We'll complete a financial summary on one page and the show you how a 'written quality financial and investment plan' is best way to reaching your financial goals so you can retire ready.

Upcoming Workshops!

Your Trusted Advisors,

Willis & Nancy 

587-755-0159


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Latest Testimonial

I attended a session hosted by Willis and Nancy last night. Cost me nothing but an hour of my time. Was well worth it. Willis is one smart guy, so if you are even considering an info session, go hear his message .... I'd be surprised if you don't come away with something you didn't know about retirement planning.

Glenn Saunders
Recent Workshop Attendee

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