Office Hours - October 2026

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Video Thumbnails:

• 2:12 - Why Are My Pensions Not Included in the Cash Flow Chart?
• 3:57 - Where Do I Put Vacation Property Expenses
• 5:20 - How Do I Add Phased Part-time Income to my Retirement?
• 8:19 - How Do I Explore the Lose of a Spouse on the Platform?
• 11:40 - How Do I Set the End Age with an Age Gap?
• 12:59 - How Do I Add a Deferred Property Tax?
• 15:41 - How do I Create Multiple Scenarios and then Compare Them?
• 19:17 - How do I Add a New Debt in the Middle of the Year?
• 21:15 - How Do I Model Multiple Home Sales?
• 23:41 - What Does the Foundation CPP/OAS Estimate Have me Starting at Age 60?
• 26:26 - What is the Difference Between Plan Funded and Success Rate?
• 32:42 - How do I Start my Projections Next Year?  
• 34:29 - How Do I Optimize RRIF/LIF timing and Withdrawals with the Platform?
• 42:11 - How do I Increase the Inflation Rate on a Specific Expense?
• 44:38 - How Do I Experiment with RRSP/RRIF Meltdown on the Platform?
• 47:45 - How Do I Choose Which Planner to Work With?
• 50:29 - How Do I Add RRSP Contributions to My Plan?
• 53:09 - How Do I Add a 5 Year 50% Market Crash to my Plan?
• 56:03 - How to Split How Assets are Divided When Spouse Dies?

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.