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.
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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 -
An income plan for retirement at age 45
Joanne and Charlie are readers of MoneySense and they would like to know if they can retire at age 45 with an income of $60,000/yr. after tax. -
How to make a proper RRSP contribution
Most people haven't been shown how to make a proper RRSP contribution. -
Should you really draw early on a RRSP/RRIF? Planners being smart?
Many financial planners suggest drawing early on a RRSP/RRIF account or drawing enough to take you up to the bottom of the next tax bracket, but should you? See the proof. -
Financial Life Planning - the questionnaire and attitudes exercise
Nobody likes to complete a questionnaire, that is we create a custom questionnaire in the middle of the process. See how we create a financial plan around your attitudes -
Creating a Financial Life Plan, Step 2, The Vision Exercise
We use a visual approach to learn more about the things you have and do now and what you want to have and do. Learn why if it is important to conversationally discuss the cost of your vision entries. -
Financial Life Planning - What to expect in the first meeting
It is about blending lifestyle choices with good financial decisions. This video demonstrates the short values exercise we use in our first meeting.
