Office Hours - April 2026

Our Monthly Office Hours Call for Platform Subscribers

Video Thumbnails:

• 1:36 - New Feature: How to Use the Tracking Section
• 15:29 - How do I enter a desired income level vs desired spending amount?
• 18:15 - Where do I enter dividend income on the platform?
• 21:50 - How do I Create a Scenario with Different Income Assumptions than the Discovery Phase?
• 24:05 - Where do I Find the Information I Need to Implement the Plan?
• 25:41 - How do I Get Rid of a Shortfall in the Projection Section?
• 28:45 - How Do I Enter Two Different LIRA Accounts?
• 31:37 - How do I Test for the Optimal RRIF Conversion Time on the Platform?
• 34:08 - How do I Test for the Optimal CPP  Timing the Platform?
• 40:25 - How do I Enter CPP Survivor Income or Non-Indexed Disability Income on the Platform
• 44:07 - Why is the Platform adding any Surplus to Spending Rather than Investing it?
• 46:00 - How Do I Go from Detailed Spending to Simple Spending Mode?
• 47:58 - How Can I Optimize for Maximum Spending or Minimum Tax on the Platform?
• 52:34 - When Changing the Investment Plan Does that Override the Assumptions in the Projections Section?
• 57:16 - How do I use a HELOC to Fund my Plan (Expenses or Savings)

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.