Retirement Product allocation and Lifestyle

Mind, mobility, money

Cdn stats mortality

People aging well examples

Stanford University info (Canadian equivalent)

Retirement Phases

Costs over stages

typical activities over stages

Product allocation

which product and what ages

case studies

actuarial calculations (monte carlo)

How does it all fit?

Spending plan/Preparedness

fixed spending

flexible spending

Does Canada have an Aging Institute?

Census Data

Stats Canada

Financial and physical fitness or info.

Mobility affects aging/sedentary society

Social engagement affects aging

views on guaranteed income

Goals around retirement spending

Action steps

What is your product allocation?

Do you have a process/guiding principles

How do I get started

What tools do I need to use