Office Hours - December 2025

Our Monthly Office Hours Call for Platform Subscribers

• 1:58 - New Features: Projection Start Year
• 4:07 - What to do on the Platform BEFORE December 31st
• 13:33 - How to Update Your Plan in the New Year
• 22:24 - How to Enter RRSP/TFSA Contribution Room
• 24:50 - How do I Account for Interest Income from Non-Registered Investments?
• 28:41 - How do I start exploring the AI strategies?
• 32:42 - Where do I find my Income Tax Calculation Details?
• 42:07 - What are Some Options to Export a Static Version of My Plan?
• 44:34 - If I'm Creating a Max Spend Scenario, What Balances On the Platform Should I Track Against to Know I'm on Track?
• 49:39 - How do I Model a Survivor Scenario Where my TFSA is split between my Spouse and another Beneficiary?
• 55:37 - Are Periods like 2008 Captured in the Success Chart?

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.