How much money do I need to retire?

It’s the number one question people have about retirement. Unfortunately, it’s the wrong question.

In this episode, Wes Forster, Kelowna-based financial planner and podcast host, explains why retirement is not about reaching a single number. It is about building and stress testing a plan that can reliably fund your life after tax, even when markets, taxes, or life do not go perfectly.

He shares a real example of someone who thought he had to keep working (at a job he hated) because he hadn’t hit his retirement number. But, when Wes stress tested his retirement plan, the truth about how much he needed to retire was very different from what he thought. By reviewing his plan with a proper retirement checklist, Wes was able to give him the confidence (and freedom) to choose his retirement date based on more than a number.

If you would like to explore your own situation further, you can register for an in-person retirement seminar (held in BC and Alberta): https://seravuefinancial.ca/seminars-events/

Or, book a confidential introductory conversation with Wes: https://seravuefinancial.ca/contact/

Wes Forster is an experienced financial planner and the founder of Seravue Financial, based in Kelowna, BC https://seravuefinancial.ca