Office Hours March 2026

Our Monthly Office Hours Call for Platform Subscribers

• 1:26 - What's the Best Way to Adjust Spending in a Survivor Scenario?
• 4:20 - How Do I Enter Gross/Net Income in Discovery?
• 6:49 - How Do I Enter a Spending Override in Projections?
• 9:58 - How Do I Model a Second Downsize on the Platform?
• 11:56 - How Does the Success Rate Chart Work?
• 15:48 - How Do I Mix Withdrawals in Decumulation?
• 18:11 - How Do I Set Up an Investment Loan?
• 20:24 - How Do I Add up First and Second Additional Portions for my CPP Estimate?
• 21:49 - How do I Melt Down my RRSP by a Specific Age?
• 25:43 - Where Do I Enter Corporate Income and Draws?
• 34:25 - How Do I Add a Today's $ Pension Amount?
• 38:26 - Can I Delete Income/Expense Snapshots That No Longer Apply?
• 40:12 - How Can I Tell the Platform To Take from LIRA/LIFs First?
• 42:13 - Can You Explain the Difference Between Net Worth in Tracking and Projections?
• 43:41 - Can You Explain the LIRA/LIF Unlocking Option?
• 49:09 - Where Do I Enter a Seg Fund?
• 53:22 - Where Does Life Insurance Show Up in Projections?
• 55:26 - Is My Mortgage Being Double Counted?
• 57:20 - Can You Demonstrate How to Toggle AI Strategies On and Off?

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.