Office Hours September 2025

Our Monthly Office Hours Call for Platform Subscribers

• 1:58 - New Features: Added Metrics and How They Work
• 11:33 - How do I Reset or Create a New Base Scenario?
• 13:01 - How Do I Add a Second Home Sale into my Plan?
• 16:54 - How do I Enter Investment Income if the Platform Assumptions Don't Line Up To My Real Income?
• 20:04 - Where Do I Find My Net After Tax Income?
• 25:53 - What Do I Have a Balance in the 'Extra Cashflow' Column?
• 27:56 - Is it Wrong to Keep Success Rate at 100%?
• 31:05 - Does Success Rate Include Real Estate?
• 36:26 - Why Isn't my LIF Automatically Unlocking 50%?
• 40:00 - How Often Should I Update Discovery Assets in the Platform?
• 42:39 - Can You Turn Income Splitting Off?
• 45:40 - Are There AI Strategies That Maximize OAS Benefits?
• 48:24 - How Does The Platform Handle a Mortgage Renewal at a Higher Interest Rate?
• 50:49 - What is the Best Way to Add CPP Disability?
• 52:21 - Can You Demonstrate Where to Increase Retirement Spending?

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.