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Video Thumbnails:
- 1:59 - Do Income and Expense Snapshots have to Match?
- 5:57 - How do I Model Different Retirement Ages for Spouses?
- 7:45 - Where Should I Add a Foreign Pension to my Plan?
- 12:32 - I've Finished Inputting My Data. Where Do I Find the Projections?
- 14:00 - How Do I Model Two Different Levels of RRSP Meltdowns?
- 17:54 - Should I Add a Small Inheritance Directly into a Specific Account?
- 20:18 - How Do I Add a Downsize to my Plan?
- 24:52 - How Do I Add a Car Purchase to My Plan?
- 31:35 - How do the Cash Wedge AI Strategies Work?
- 39:18 - How Should I Use the Progress Phase?
- 44:04 - How Do I Understand the Impact of Spousal Death on My Plan?
- 47:58 - How Do I Test Realizing a Capital Gain in my Non-Registered Account?
- 52:54 - How Do I Meltdown my RRSP by a Specific Age?
- 56:11 - How Do I Use the Compare Section?
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.