6.1 Shifting from Saving to Spending

After decades of building your nest egg, retirement asks you to flip the switch – from saving to spending. This transition can feel exciting but also daunting. 

This video explores how to make that shift with confidence by understanding your lifestyle, planning for longevity, and building strategies to manage change. 

  • Map your current lifestyle and how it might change in retirement 
  • Plan for longevity – savings may need to last 25–30+ years 
  • Account for inflation so tomorrow’s costs don’t catch you off guard 
  • Adjust to managing income without a bi-weekly paycheque 
  • Getting guidance helps reduce fear and build confidence 
Book a call with our team for a personalized walkthrough, customized materials, and helpful recommendations on how to bring this solution to your clients and members.

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