Office Hours - October 2025

Our Monthly Office Hours Call for Platform Subscribers

• 1:29 - New Features: Compare Feature, Investment Plan and Capital Dividends
• 6:30 - How Do I Verify that Home Sale Proceeds are Being Invested on the Platform?
• 9:40 - Where Do I Enter a One-Time Income Payment?
• 11:55 - What is the Purpose of Net Income in the Discovery Income Section?
• 16:28 - How and When Should I Update My Plan?
• 22:24 - Where Can I See Actual Drawdown Amounts Per Account Each Year?
• 25:18 - Owen Explores a User Shared Plan to Answer a RRSP/RRIF Partial Conversion Question
• 32:40 - How do I Meltdown a LIF?
• 43:09 - Why are TFSA Savings in the Expense Section Not Showing Up in Projections?
• 45:08 - How Does Information Get Used When Switching Back and Forth Between Simple and Detailed?
• 46:50 - How Do We Tell the Platform What Jurisdiction a LIRA/LIF is in?
• 48:17 - How to Model a RCA (Retirement Compensation Agreement)
• 51:01 - Is There a Logic You Would Recommend to Optimize a Plan with AI Strategies?
• 57:06 - How Do I Model a Non-Registered Meltdown Followed by an RRSP Meltdown?

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.