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The 3-Plan Retirement - David Simpson

The 3-Plan Retirement

By: David Simpson

eBook | 4 February 2025

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The 3-Plan Retirement: Take Control of Your Finances and Retire More Comfortably by David Simpson.

Many Canadians believe they need millions to retire comfortably, but the truth is, you can achieve a great retirement with far less-if you take the right steps. In The 3-Plan Retirement, David Simpson reveals how you can take control of your financial future and maximize your retirement savings, without relying on financial institutions that prioritize their profit over your wealth.

This practical, easy-to-understand guide shows you how to:

  • Challenge the misconceptions around retirement planning and discover what you truly need for a comfortable retirement.
  • Understand essential investing concepts that empower you to make better financial decisions.
  • Use the 3-Plan Retirement™ strategy to rearrange your financial resources and maximize your cash flow, rather than your institution's profits.
  • Take proactive steps, especially if you're nearing retirement, to secure a financially independent future.

Whether you're still years away from retirement or preparing for it in the next 5 to 10 years, this book offers valuable strategies that can unlock more retirement cash flow, help you avoid common financial pitfalls, and allow you to retire more comfortably. Even if you are already working with a financial professional, this book will provide you with valuable information necessary to have a better conversation with your advisor!

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