Retiring in the Next 5 Years Use This To Rate Your Plan in 5 Minutes

In this episode of the AskTMFG Podcast, Financial Advisors Carlo Cansino and John Iaconetti walk through a simple 5-minute test Canadians can use to pressure test their retirement plan. They explain why common retirement rules, like the 4% rule, a target savings number, or replacing 70% of your income, can be helpful starting points, but often leave out the details that actually shape retirement outcomes. The conversation covers five key areas of retirement readiness: income sources, timing gaps, taxes, market risk, and vulnerability in the first few years of retirement. The key takeaway? Retirement readiness is not just about how much you’ve saved; it’s about how clearly your plan is built to work in real life. 👉 Watch the full video episode on YouTube to learn how to test your retirement plan more effectively: https://www.youtube.com/watch?v=cZ7_9psZNnQ    Question for our listeners: If you tested your retirement plan today, would you feel clear on how your income actually works? 👉 If you’d like help reviewing your retirement strategy, we’re offering a complimentary portfolio analysis: https://tmfg.ca/portfolio-analysis/ Follow us on our social channels: LinkedIn: The McClelland Financial Group Facebook: https://www.facebook.com/tmfg.ca Instagram: https://www.instagram.com/themcclellandfinancialgroup_/