Office Hours - May 2025

If you’d like to get an idea of some of the questions we addressed we’ve added time stamps and some specific clips below.

• 1:24 - New Features: Lifetime Totals and Compare Feature
• 4:20 - How to model down markets and/or negative return years
• 13:40 - Can you explain the difference between manual and automatic savings mode?
• 17:41 - How can I model 'Total Decumulation' and end the plan with $0?
• 21:50 - Is there a way to force the platform to not take GIS/OAS benefits in order to stress test the plan?
• 23:40 - How can I model the Child Rearing Drop Out in the Current CPP Calculator
• 25:55 - What do FIRE folks need to keep in mind when using the platform?
• 42:11 - How do you test different retirement dates?
• 47:50 - NEW - Annual Plan Option for $49/year
• 49:40 - Demonstration of New Compare Feature
• 51:20 - Is there a way to model when to convert my RRSP to a RRIF?

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.