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