Office Hours - April 2025

• 01:30 - March Updates to the Platform
• 12:13 - Why am I getting the "Total Asset Allocation Does Not Add up to 100% Error?
• 15:00 - Troubleshooting Cash Flow Chart Errors
• 22:07 - How do I Model a Cash Wedge in my RRSP
• 24:00 - How do I Model a Registered Annuity
• 31:55 - What Income is Included in the Future Cashflow Section?
• 33:13 - How Can I See When Income Splitting is Being Used?
• 34:40 - How do I Add an ESPP with a High Expected Return?
• 42:12 - How do I Use the AI Strategies to Determine the Best RRIF and CPP Timing
• 48:52 - Why did Success Rate go Down After Increasing Rate of Return?

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.