How to Build Your Own DIY Retirement Plan - February 2025 Case Study

A top to bottom walkthrough of how to build a DIY retirement plan with Adviice. We go through the data entry, discuss where to put what information (and why the platform needs it) and then work through several planning scenarios using the AI strategies.

• 02:50 - Goals & Values
• 03:35 - Risk and Investment Profile
• 04:13 - Income
• 11:06 - Expenses
• 20:42 - Cashflow
• 22:18 - Assets
• 23:51 - Debt
• 25:07 - Tax & Benefits
• 26:40 - Emergency Fund
• 27:15 - Investment Plan
• 28:43 - CPP/OAS Estimate
• 29:12 - Initial Projections and Charts
• 33:34 - Optimizing the Plan
• 37:30 - Stress Testing the Plan

Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities. Before making any financial decision, you should review your situation with a financial planner.