You've done everything right. So why doesn't it feel good?
What is Wealth Anxiety?
Retirement is aΒ mindset. It's not a natural one, either. You've spent your entire working lifeΒ accumulating, so it's natural that the thought of watching your wealthΒ decumulate might keep you up at night and cut into the enjoyment that retirement should bring.Β
The numbers work, sure. The dreams make sense, yes. Still, six out of ten Canadians suffer from this - according to a 2025 CPP Investments Retirement Survey. And it's worse for women. You're not alone.
While aΒ financial planΒ can help, the reality is that it often takes more than that.
But if something is holding you back, it's possible you suffer fromΒ wealth anxiety. This short quiz can help identify your top anxiety area.
Takes about 5 minutes. Once you know, you can tackle it and start living the life you've spent your entire life saving for.
Β
61%
Afraid to run out of money.
55-59
Age where it hits hardest.
53%
Feel "a lot of anxiety."
44%
Never overcome it.
If this sounds like you: you're not alone!
Over 39% of Canadian homeowners aged 45+ have said they have already cut back on spending on food and groceries, with 28% cutting back on hobbies and leisure... the very things that make retirement "great" according to many.
Identify the root cause of your wealth anxiety and tackle it head-on so that you can enjoy retirement.
Plan B Financial Planning Β· Retirement Assessment
Do you suffer from the least-talked-about side effect of retirement?
Millions of Canadians arrive at retirement financially prepared β yet find themselves unable to spend comfortably. This short assessment reveals where you stand and what it means for your retirement.
15 questions Β· 5 minutes Β· Personalized results
What This Means For You
Ready to spend with confidence?
A single 30-minute strategy call can help you build a clear, personalized plan for turning your savings into reliable retirement income β without the anxiety.
Spend with Confidence β The Course
A self-paced retirement income course built around exactly what this assessment measures. Learn how to turn your savings into a reliable, guilt-free income stream β and finally enjoy the retirement you worked for.
Join the waitlist to be first to know when it launches β and receive an early-access discount.
