Office Hours - March 2025

Our Monthly Office Hours Call for Platform Subscribers

1:00 - February Updates to the Platform

3:52 - How Do I Record a Lump Sum Payment That is Offset by a Lump Sum RRSP Contribution

11:54 - Why are the Expenses Twice as High in Future Cash Flow vs What I Entered in Discovery?

14:22 - How is Insurance Information Dealt with in Projections?

21:27 - How do I Include the Dividends paid from Employer Paid Private Shares in my Plan?

26:12 - I Withdraw Monthly From my Non-Registered Investments, How Do I Include this in Adviice?

32.27 - When Sharing an Anonymous Plan, Which Details are Anonymous?

36:01 - I'm Testing a Housing Upgrade, Mat leave, Spending Increase and Early Retirement... Should I do it all in one plan?

44:51 - I Have a Large Amount of Missing Gross Income in my Cash Flow Chart, How Do I Fix This?

47:08 - Where Can I Enter an After-Tax Income Goal?

50:57 - How Do You Test for the Best Time to Take CPP/OAS?

52:25 - What Does the Retirement Date in Profile Affect?

59:30 - Referral Program Pilot

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.