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EP # 207 | Five Pre-Retirement Moves the Standard Checklist Skips
Most retirement checklists cover the big pieces: your income plan, when to take CPP and OAS, stress testing, consolidating your accounts. But today Joe talks about a different set of moves - the ones the standard lists tend to skip. They all have one thing in common: they either get harder once your paycheque stops, or you cannot undo them later if you get them wrong.
The real cost of missing any one of these five moves is not just the move itself. It is that a big unexpected expense quietly forces a sacrifice somewhere else in your life that you never intended to make - your travel budget…
The skinny
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