Office Hours - May 2026

Our Monthly Office Hours Call for Platform Subscribers

Video Thumbnails:

• 00:56 - New Feature: Defined Benefit Pension Upgrades and Debt Linking
• 6:53 - How do I include GICs in my Plan?
• 10:51 - What do the Savings Rate/Withdrawal Rate Metrics Mean?
• 13:05 - Why Am I Unable to Increase the Life Expectancy for my Partner/Spouse?
• 14:57 - Why is the Adviice Estimate for CPP Lower than my Service Canada Estimate?
• 17:18 - How is the Platform Deciding Which RRIF/LIF to Pull From First?
• 19:27 - How Do I Fill Out the Investment Plan Section?
• 24:17 - How do I Unlock 50% of my DC Pension Plan to my RRSP?
• 26:59 - How Do I Model Vehicle Purchases Every x Years?
• 30:07 - Where Do I Enter Dividends on the Platform?
• 33:14 - How Do I Enter a Mid-Year Vehicle Loan?
• 39:09 - Where Do I Find Annual Contributions/Withdrawal Amounts on the Platform?
• 41:55 - Where Do I See Income Splitting on the Platform?
• 43:48 - Are the Projections Automatically Optimized the First Time I See Them?
• 47:16 - Why is the Cash Wedge AI Strategy only 5 Years?
• 55:26 - What is a Good Success Rate to Target?

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.