Videos
Not only are the videos below educational, but they also showcase the financial planning software we use. It is not uncommon for us to send a video summary of a plan to a client rather than a written financial plan. Have you ever read a financial plan? They’re not all that easy to understand, video is a little more entertaining and it makes things easier to understand.
-
Claiming the CCA on a rental and the Cash Dam
The beginning stages of planning are exploratory. Achille has some rental properties and wondered if retiring at age 43 is possible. We tested a few ideas in this video. -
The financial advantage of gifting to children with warm hands
Dave is wondering what is the best way to transfer his wealth to his daughter. Through his estate or while he is alive. -
The power of compounding
This is just a quick review of the power of compound interest. -
Is $600,000 enough to retire at 60
Sabina thinks $600,000 combined with CPP and OAS will give her $50,000 for life. She is forgetting about tax and inflation. She is wondering when to draw CPP -
Corporate Insurance Retirement Plan
How to use life insurance to enhance your retirement income and increase the transfer value of your wealth to your children. -
RRSP withdrawal strategy
Peter has a large RRSP and wants to know the best withdrawal strategy to maximize his estate. -
Close RRIF account to maximize GIS and SAFER
Does it make sense to close out a RRIF account to Maximize the GIS and SAFER program in BC? -
Leveraging Investment Returns can be Less Than Borowing Costs
A MoneySense reader had a question about leveraging. Most people think if you borrow at 5% you have to earn 5% on your investments. This is not true and I demonstrate this in the video. This software illustrated can be found at http://www.talbotstevens.com/Products/Software/LevPro.shtm -
Do we have enough and the RRSP meltdown strategy
This video goes with a MoneySense article, The readers were told that they may outlive their money and the should leverage. It is a good idea to see the proof when you are given a recommendation. -
Financial planning with a planning simulator
Anne wants to know if she has enough to retire. We look at an annuity, delaying CPP to 70, and a few other things. -
Which account to draw from first, RRSP/RRIF or non-reg
The first step in a Asset Allocation plan is making a plan, then figuring our which accounts you are going to draw from, and then you can construct an asset allocation plan. -
How to use Docusign with Atlantis Financial Inc
How to sign electronically. It saves us both a lot of time, signatures are never missed, and it's very convenient. -
Should you transfer money from a RRSP to a TFSA
If you don't have money to contribute to a TFSA should you draw money from your RRSP? -
A retirement income plan with a 401K
This is a supplemental video to a MoneySense article. Steve and Kathy had a question about the best way to draw down their investments. -
Capital required for a $45,000 retirement income
A simple question. When will you draw CPP? Are you drawing from a taxable or non taxable account? Do you want a consistent income from 65 to 85? Not a simple answer
