At What Point Can I Stop Saving for Retirement?

Willems Wealth Planning Group May 16, 2025
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Willems Wealth Planning Group

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Hi. I'm Steve Willems👋... Each week I release videos to teach you about retirement, investing, spending, giving, and paying less tax along the way. I'm a Certified Financial Planner® professional and Wealth Advisor. Together with my team - Willems Wealth Planning Group of Assante Financial Management Ltd. - we help answer people's money questions as they navigate key life transitions. We've been together for over 35 years, and have helped hundreds of families just like yours. 🤝 YOUR QUESTIONS ANSWERED If you'd like to learn more, and schedule a time to meet for free with an advisor, visit us at www.willemswealthplanning.ca/start-here. 👍 THE "HOW MUCH DO I NEED TO RETIRE" QUIZ https://xqq03md1qx0.typeform.com/to/De7ZgVOS 🛑 Our content is for educational purposes only. Please visit https://willemswealthplanning.ca or contact 604-859-4323 with respect to important legal and regulatory disclosures.

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Interested in a custom retirement strategy? ➡️ https://willemswealthplanning.ca/start-here What if you could stop saving for retirement today? For some, that’s not just a dream—it’s a strategy called Coast FIRE. In this video, we’ll explain the concept, break down the math, explore the benefits and risks, and walk through a real-life example. Plus, we’ll share a calculator to help you see if this strategy could work for you. Steve Willems, CFP®, FEA, BA Wealth Advisor, Willems Wealth Planning Group | Assante Financial Management Ltd. ======================= 💌 Sign up for our monthly(ish) LIFE + MONEY newsletter 💌 https://willemswealthplanning.ca/newsletter ⬇️ Take the FREE 4 Minute “How much do I need to retire?” Quiz ⬇️ https://xqq03md1qx0.typeform.com/to/De7ZgVOS ======================= 🎬 S E L E C T S C E N E S 🎬 0:00 - Intro 0:54 - Defining “Coast Fire” 3:16 - Case Study 5:23 - The Math 8:02 - The Benefits 9:48 - The Risks ======================= Source Cited: 1) https://walletburst.com/tools/coast-fire-calc/ 2) https://macleans.ca/economy/generational-wealth-often-comes-in-the-form-of-down-payments-and-trust-funds-does-it-also-include-grocery-runs/ ======================= The case study mentioned in this presentation is provided for illustrative purposes only and does not represent an actual client or an actual client’s experience, but rather is meant to provide an example of our process and methodology. The results portrayed is not representative of all of our clients’ experiences.

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