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Video Thumbnails:

• 0:50 - New Features: LIF Jurisdiction and Real Estate Appreciation Rate
• 5:23 - Why am I Seeing a Shortfall in my Plan?
• 9:04 - How do I Maximize my TFSA each Year?
• 12:34 - How do I Enter CPP Assumptions on the Platform?
• 14:50 - How Do I Test Higher Levels of Spending in the Go-Go Phase ($30,000+)?
• 16:55 - How Do I Use the Projections Section to Test for CPP Timing or RRSP Meltdown?
• 21:15 - How Do I Experiment with More Aggressive RRSP Meltdown Strategies?
• 24:13 - How Do I Incorporate Large Mid-Year Changes into My Plan?
• 34:40 - How Do I Simulate Scenarios where a Death Occurs?
• 37:34 - How Do I Tell the Platform I'm Invested in Balanced Funds?
• 39:50 - How Do I Add Gifts for my Kids?
• 44:45 - Where Can I See My After-Tax Spending and Tax Owing Each Year?
• 51:10 - How Do I Add a $50,000 RRIF Withdrawal to My Plan?

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.