There will be many more videos to come on how I use each of these retirement planning software tools. Take advantage of the savings below! Make sure to sign up for the newsletter to get notified for changes to products that I use.
Aaron’s Use Case:
Testing different retirement dates and spending goals
Comparing tax-efficient withdrawal strategies
Planning around personal and corporate investments
Visualizing how decisions affect future retirement income
Highlights:
Intuitive, guided retirement planning experience
Optimizes retirement spending, taxes and estate goals
Models CPP, OAS and withdrawal strategies
Clear visual projections and scenario comparisons
Receive $20 off your first Optiml plan when you sign up using my referral link.
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Aaron’s Use Case:
Building detailed, customizable retirement plans
Modelling corporate investments and rental properties
Comparing CPP, OAS and withdrawal strategies
Adjusting cash flow, investments and future assumptions
Highlights:
Flexible retirement planning with detailed projections
Uses CPP contribution history for personalized estimates
Supports year-by-year adjustments and tax strategies
Strong planning features at an affordable price
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Disclaimer: The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial, investment, legal, or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor, registered investment advisor, legal advisor, or tax advisor. Trading securities, options, futures, and/or cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome. He may receive a financial incentive for using the affiliate links. This information is accurate to the best of my knowledge at the time of this video. Please note that investment platforms and features may change over time.
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