3 Minute Financial Fix

3 Minute Financial Fix: Who Are You? Redefining Retirement and Rediscovering What You Love

In 1978, the legendary rock band The Who released a song inspired by guitarist Pete Townshend’s rough day in New York’s Tin Pan Alley. After an excruciating meeting over royalties, a few drinks, and plenty of frustration, he wrote the now-iconic lyrics to Who Are You? — a tune that still echoes through car speakers today. If you’re a Baby Boomer — born between 1946 and 1964 — chances are you know the song well. You might even find yourself belting out that famous line, “WHOOOO are you…” on a long drive down Highway 26. And in a way, it’s a fitting question for your generation, as many of you move through one of life’s biggest transitions: RETIREMENT.

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Who Are You Video

3 Minute Financial Fix: Before the Ball Drops, Key Year-End & New Year Money Deadlines

The holiday season is a time of joy, reflection, and celebration with loved ones. Between the gift-giving, decorating, and family traditions, it’s also an important moment to pause and check in on your financial to-do list. December isn’t just about wrapping presents — it’s about wrapping up the year on solid financial ground and setting yourself up for success in the year ahead.

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Who Are You Video

3 Minute Financial Fix: Before the Ball Drops, Key Year-End & New Year Money Deadlines

The holiday season is a time of joy, reflection, and celebration with loved ones. Between the gift-giving, decorating, and family traditions, it’s also an important moment to pause and check in on your financial to-do list. December isn’t just about wrapping presents — it’s about wrapping up the year on solid financial ground and setting yourself up for success in the year ahead.

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Who Are You Video

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Optimize Global Asset Management Inc. (operating as "Optimize Asset Management" or "Optimize") is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as "Optimize Wealth Management") is a member of the Canadian Investment Regulatory Organization ("CIRO") and the Canadian Investor Protection Fund ("CIPF"). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize's Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., its subsidiaries and affiliates.