Welcome to Aaron Wealth Management - Protecting Your Wealth Through Valuable Insights
➤Schedule your Financial Strategy Session Here:
calendly.com/aaronwealthmanag...
Video Chapters:
00:00 Introduction
04:45 What you will learn today
05:33 Common Questions & Concerns
06:29 Do I have enough money to retire?
08:15 What's unique about my service
09:42 Live Demo of Guided Retirement Planning
17:40 Your Personal Financial Dashboard
20:30 Stress Testing your Financial Plan with Monte Carlo
22:03 When to take my CPP
24:52 Reviewing your Risk Tolerance
26:12 Goal Based Planning
30:23 Will I outlive my savings
32:36 Three Bucket Strategy
34:10 Creating Tax Free Income
38:38 Sequence of Returns
43:07 Protecting Portfolio Gains
If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to schedule your confidential meeting with me. You can schedule your meeting here: calendly.com/aaronwealthmanag...
➤ 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐁𝐄 to our Channel here: bit.ly/2lPUJjA
➤ Business Inquiries:
☎️ 1-866-623-8368
📥 aaronwealthmanagement@gmail.com
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