#  @adviice_ca adviice adviice posts on YouTube about retirement, canada, money, out of the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/youtube::UCheMbeFlydCuj5lTAj0gbVQ/interactions)  - [--] Week [------] +59% - [--] Month [------] +7.20% - [--] Months [-------] +53% - [--] Year [-------] +128% ### Mentions: [--] [#](/creator/youtube::UCheMbeFlydCuj5lTAj0gbVQ/posts_active)  - [--] Month [--] -62% - [--] Months [--] +8.10% - [--] Year [--] +333% ### Followers: [-----] [#](/creator/youtube::UCheMbeFlydCuj5lTAj0gbVQ/followers)  - [--] Week [-----] +1.20% - [--] Month [-----] +8.90% - [--] Months [-----] +71% - [--] Year [-----] +244% ### CreatorRank: [---------] [#](/creator/youtube::UCheMbeFlydCuj5lTAj0gbVQ/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) **Social topic influence** [retirement](/topic/retirement) #983, [canada](/topic/canada) #4497, [money](/topic/money), [out of](/topic/out-of), [how much](/topic/how-much), [investment](/topic/investment), [how to](/topic/how-to), [inflation](/topic/inflation), [success](/topic/success), [reduce](/topic/reduce) ### Top Social Posts Top posts by engagements in the last [--] hours "Updated for 2026: $2 Million at [--]. How Much Can We Spend In Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we update a retirement planning case study from last year using actual investment returns spending changes income changes etc. Their [----] Results: +16% investment returns +$200000+ in financial assets Their questions. How has our success rate" [YouTube Link](https://youtube.com/watch?v=2l5cvsAt184) 2025-12-22T12:30Z [----] followers, [----] engagements "Canada Pension Plan (CPP) Breakeven Calculation: CPP at [--] vs [--] vs [--] Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we explore the CPP breakeven calculation. We're going to use financial planning software as a CPP breakeven calculator to find the breakeven point when starting CPP at [--] vs [--] vs [--]. Starting CPP at age [--] vs [--] vs [--] is greatly impacted by" [YouTube Link](https://youtube.com/watch?v=BOW6SPIqMk8) 2025-04-28T11:15Z [----] followers, 72.7K engagements "CPP/OAS/GIS: Government Pensions Explained Start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we go through the basics of the [--] major government pension plans: Canada Pension Plan (CPP) Old Age Security (OAS) and the Guaranteed Income Supplement (GIS). We go through what you can expect from these benefits and then detail a case study using the Adviice platform showing you how you can maximize" [YouTube Link](https://youtube.com/watch?v=fSL9-OE5tYY) 2024-11-18T15:00Z [----] followers, 167.8K engagements "$2 Million at [--]. Can They Retire Early (FIRE: Financial Independence Retire Early in Canada) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- They have $2 Million dollars and they want to retire at age [--]. Can they do it Planning for early retirement is different. In addition to the FIRE case study there are five key considerations we highlight in this video. If you're planning" [YouTube Link](https://youtube.com/watch?v=-lC0RZcjZ8U) 2025-09-08T11:30Z [----] followers, [----] engagements "Is $1 Million Enough To Retire At [--] Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Is $1 million enough to retire at age [--] That's the question we want to answer in this video. Now $1 million dollars certainly isn't what it used to be but is it still enough to retire and is it enough to retire at age [--] In this video we go through a detailed example. We will optimize for" [YouTube Link](https://youtube.com/watch?v=1LyAdaXf30Q) 2025-03-24T11:15Z [----] followers, [----] engagements "Webinar + Case Study: How to Fund Your Retirement Managing 6-12 Retirement Income Sources For many Canadians the transition to retirement is one from one steady income to multiple sources of income. This can be confusing especially when each source has its own set of tax rules and decisions to make. In this webinar well go through the most common funding sources for retirement: Government benefits Work Pensions and Personal Savings (RRSP/RRIF TFSA LIRA/LIF). Well talk about how each of these tools work and how you can find the optimal mix for your retirement plan. 4:18 Introducing Case Study" [YouTube Link](https://youtube.com/watch?v=2DbfXG7xqEc) 2025-01-24T18:00Z [----] followers, [---] engagements "Retirement Planning Video Series: 1.9: Discovery: Insurance In this video we review the Discovery: Insurance 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." [YouTube Link](https://youtube.com/watch?v=4RcQFenozy4) 2024-02-20T13:49Z [--] followers, [--] engagements "Guaranteed Income Supplement: Maximize GIS With This Strategy Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Guaranteed Income Supplement (GIS) is such a valuable benefit in retirement. In this video we go through an example with $100000 in GIS and other income tested government benefits. We help this couple increase their overall estate value by $160000 and improve their" [YouTube Link](https://youtube.com/watch?v=5cn-N92wZMg) 2025-03-10T11:15Z [----] followers, [---] engagements "4 Retirement Spending Mistakes (And How To Avoid Them) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- --- 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" [YouTube Link](https://youtube.com/watch?v=6obOViCu8To) 2025-04-21T11:45Z [----] followers, [----] engagements "A Simple Retirement Income System Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we create a retirement income system to help manage cash flow in retirement. We're going to create a retirement income system to help manage $80000 per year in retirement cash flow. Its going to be simple automated and most importantly its going to create a regular monthly retirement" [YouTube Link](https://youtube.com/watch?v=7_BB8otj2Mw) 2025-09-29T11:30Z [----] followers, [----] engagements "Webinar & Case Study: How to Stress Test Your Retirement Plan The world is full of uncertainty and your retirement plan has to be resilient. In this webinar we'll show you how to stress test your retirement plan using Adviice. We'll break down the Success Rate chart find max spending levels and discuss all the ways you can stress test your plan to give you peace of mind heading into retirement. 5:16 - Key Retirement Stress Points 7:50 - Investment Risk 10:40 - Inflation Risk 12:24 - Interpreting the Success Chart 18:16 - What Success Rate Should I Be Targeting 25:10 - Creating Safe and Max" [YouTube Link](https://youtube.com/watch?v=A-RZOIFnmZo) 2025-06-20T11:30Z [----] followers, [----] engagements "Retirement Tax Planning: Reduce Your Taxes In Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Your taxes in retirement could be a lot lower than you think. If you're used to paying high taxes on your employment income then you might be surprised by how much lower your taxes in retirement could be. Certain tax planning opportunities like. - Income splitting - Age" [YouTube Link](https://youtube.com/watch?v=CkGzIDKDRr0) 2025-05-12T11:30Z [----] followers, [----] engagements "CPP2 Is Changing Retirement Planning in Canada Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- CPP2 is increasing the size of Canada Pension Plan benefits. Its going to make retirement easier for many people. BUT. Its also going to change how we approach retirement planning its going to change the retirement planning strategies we use. In this video we explore [--] ways that" [YouTube Link](https://youtube.com/watch?v=E9C5MFYE6-Q) 2025-09-02T11:30Z [----] followers, 17.5K engagements "Webinar + Case Study: How to Drawdown Corporate Assets in Retirement In this webinar we looked at how to draw down corporate assets in retirement. We discussed the fundamentals of Corporate Planning options for drawdowns (Salary Dividend ) and how to consider notional accounts (CDA GRIP eRDTOHneRDTOH). We then worked through two case studies. 03:35 - Fundamentals of Corporate Planning 07:45 - Salary vs Dividends 17:02 - Case Study 1: Professional Corp with Investments 40:48 - Case Study 2: Rental in a Corporation - Keep or Sell Please let us know if you have a webinar topic youd like us to" [YouTube Link](https://youtube.com/watch?v=FBWLhHzj23I) 2025-03-21T12:00Z [----] followers, [---] engagements "Retire At [--] Is Easier For [--] Reasons Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Retiring at age [--] is significantly easier than retiring at age [--]. In this video we explore [--] reasons why retiring at age [--] is easier. In the video we reference an earlier video with an age [--] retirement and significantly more financial assets. Here is a link to that video." [YouTube Link](https://youtube.com/watch?v=JP3EedYPKwI) 2025-03-17T11:45Z [----] followers, [----] engagements "Retirement Planning Video Series: 1.1: Discovery: Goals and Values In this video we review the Discovery: Goals and Values section and why it is important to consider the qualitative aspects of a retirement plan. 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" [YouTube Link](https://youtube.com/watch?v=LNZegxUbmi0) 2024-02-20T13:49Z [----] followers, [----] engagements "Best Province To Retire In BC vs AB vs ON vs NB vs NS Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we explore which is the best province to retire in. We compare BC vs AB vs ON vs NB vs NS with the same situation and spending. Which is the best province Which has the highest tax Which has the lowest success rate This one factor can easily be worth half a" [YouTube Link](https://youtube.com/watch?v=O6DHofsxTLs) 2025-06-09T11:30Z [----] followers, [----] engagements "7 Reasons Why Its Hard To Retire Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- You probably wont retire at your target retirement date. You will probably work a little bit longer. This is only something you'll realize when you're close to retirement when you're 6-12 months away. When you're 5-10 years away from retirement you probably couldn't imagine working longer than you" [YouTube Link](https://youtube.com/watch?v=QjDSy4Znajw) 2025-07-14T11:30Z [----] followers, [----] engagements "Maximize Your Retirement Income With These Withdrawal Strategies Want to start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- Which account do you draw from first in retirement How do you create retirement income from your investment portfolio If you're approaching retirement then you need a detailed decumulation plan to help you minimize tax maximize spending and maximize after-tax estate value. In this" [YouTube Link](https://youtube.com/watch?v=Svl8wQBOsbk) 2025-03-03T12:15Z [----] followers, [----] engagements "Six Reasons Your Retirement Plan Is Better Than Your Friends Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Are your friends more pessimistic about retirement than you are Is it causing your to question your own retirement plan In this video we explore the [--] important reasons why your retirement plan might be better than your friends. We explore why your retirement might be" [YouTube Link](https://youtube.com/watch?v=TgUKf359ztw) 2025-06-16T11:30Z [----] followers, [----] engagements "4 TFSA Mistakes You Might Be Making In Retirement Start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we highlight the [--] common mistakes we see people making with their TFSA in retirement. These mistakes can be quite costly in retirement adding up to $100000's to $500000+ Its important to highlight that when it comes to retirement decumulation planning that there exceptions for every rule in" [YouTube Link](https://youtube.com/watch?v=YCxLlDJywzU) 2024-10-28T14:15Z [----] followers, [----] engagements "Can I Retire With $500000 In Canada (Part 2) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Part [--] Video: https://www.youtube.com/watchv=yW83CgNCzPI This is part [--] in a two part video series where we build a retirement plan from scratch. We're going to do that for a retiree with $500000 in financial assets. This retiree has the same question that we see all the time "Can I" [YouTube Link](https://youtube.com/watch?v=Z34KG-Yv5vo) 2025-08-04T11:30Z [----] followers, [----] engagements "Dont Pay Off Your Mortgage In Retirement (Until You Watch This) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- There are many counter intuitive things when it comes to retirement planning. Rules of thumb are great but there are many exceptions to the rule. In this video share a counter intuitive example if you have a mortgage in retirement. --- Disclaimer: This video is for" [YouTube Link](https://youtube.com/watch?v=dBzs6ul4kfw) 2025-07-21T11:30Z [----] followers, [----] engagements "You're Not Spending Enough In Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Link to webinar/case study video. https://youtu.be/A-RZOIFnmZo You're not spending enough in retirement that's the conclusion from this research paper this matches our experience working one on one with new retirement planning clients. Many retirees are not spending to their full potential" [YouTube Link](https://youtube.com/watch?v=fNedP-wh_vM) 2025-06-23T11:30Z [----] followers, [----] engagements "Retirement Income In Canada: How Do You Compare Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- When you're building a retirement plan one important factor to consider is how much after-tax retirement income you need. But how much is a reasonable amount What is a good amount How much are other people planning In this video we're going to look at three ways to estimate a" [YouTube Link](https://youtube.com/watch?v=gB-IIuLY1gA) 2025-08-25T11:30Z [----] followers, 13.8K engagements "Webinar & Case Study: Investing in Retirement As you begin to draw down your retirement savings it is tempting to move away from volatility and growth to more stable investments. The danger is that you're trading one type of risk for another. There is a lot of nuance when it comes to investing in retirement and its important to explore the different options within your own retirement. In this webinar we'll explore investment strategies in retirement. We'll challenge the standard advice of increasing bond allocation discuss cash wedges and explore through [--] case studies how you can use the" [YouTube Link](https://youtube.com/watch?v=iXyYS8A2l1Y) 2025-08-29T13:15Z [----] followers, [----] engagements "Don't Make This TFSA Mistake Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- The TFSA is a fantastic account but many of us are making a critical mistake in how we use our TFSAs. This mistake could be costing us $100000's in lost investment returns. It could mean less retirement spending a smaller estate value and less tax advantaged assets. In this video we explore this common" [YouTube Link](https://youtube.com/watch?v=lJjMLpN2qk0) 2025-06-30T11:30Z [----] followers, [----] engagements "Target Canadian Net Worth By Age: [--] [--] [--] [--] [--] [--] [--] [--] Figure out your target net worth by age. https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Having a target or a goal is a great way to keep your personal finances on track. In this video we will create a target net worth by age. How do you compare Are you ahead or behind And does it even really matter We're going to look at both an individual and a" [YouTube Link](https://youtube.com/watch?v=lKlibxdXylw) 2025-05-26T11:30Z [----] followers, 11.4K engagements "5 Things That Will Ruin Your Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Retirement is supposed to be the reward for decades of hard work but for too many people it becomes a source of stress struggle and regret. In this video we're breaking down five common things that can quickly ruin your retirement and more importantly how you can avoid them. From running out" [YouTube Link](https://youtube.com/watch?v=nyTXuMYhhDY) 2025-09-15T11:30Z [----] followers, [----] engagements "Is This The Perfect Retirement Plan Want to start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- Is this the perfect retirement plan When it comes to retirement planning there are certain "sweet spots". In this video we work backwards to try and hit all these retirement planning "sweet spots" and create the perfect retirement plan. The "perfect" retirement plan will depend on your situation and goals. But in" [YouTube Link](https://youtube.com/watch?v=rpCwnspuYg4) 2025-02-10T12:15Z [----] followers, [----] engagements "Webinar + Case Study: How to Minimize Lifetime Tax in Retirement Tax is one of the largest expense most of us will have in our lives. In this webinar we go through some ways you can minimize your taxes throughout your lifetime. We explore RRSP meltdowns optimizing tax credits income splitting and show you how to test all of these factors in your own retirement plan using Adviice. 5:05 - Core Retirement Tax Credits 12:05 - Income Splitting 15:51 - Investment Income Taxation 18:46 - Case Study [--] - Retiring Couple with $0 in Lifetime Tax 37:38 - Case Study [--] - Optimizing for Lifetime Tax vs" [YouTube Link](https://youtube.com/watch?v=sJRabQ8OdB4) 2025-05-23T16:20Z [----] followers, [----] engagements "Webinar & Case Study: Low Income/Low Asset Retirement Planning Retirement for Canadians with lower income and fewer assets requires different strategies than traditional retirement. In many cases a few changes to a retirement plan could mean thousands of dollars in benefits. In this webinar we focus on the Guaranteed Income Supplement (GIS) and how to build retirement plans that maximize this benefit using Adviice. We look at how to test these strategies with Adviice and explore two case studies: one with a single retiree and one with a couple. 5:29 - Who Qualifies as 'Low Income' 8:34 -" [YouTube Link](https://youtube.com/watch?v=t2BmKgSWXLU) 2025-07-25T14:23Z [----] followers, [----] engagements "Retirement Planning For Incorporated Business Owners Want to start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- We're excited to share a new feature on the Adviice platform retirement planning for incorporated business owners Retirement planning with an incorporated business adds a whole new dimension to retirement decumulation planning. This can increase the complexity and options for retirement income" [YouTube Link](https://youtube.com/watch?v=tOtSv_GAxVQ) 2025-01-03T15:46Z [----] followers, [---] engagements "Webinar + Case Study: Selling & Downsizing Real Estate in Retirement In this webinar we'll explore how to use your home to help fund your retirement. We'll show you how you can model a home sales on the platform either to downsize or to become a retirement renter and walk through exactly how to use the platform to compare sell vs keep scenarios. 01:52 - How to Use a Principal Residence to Fund Retirement 16:10 - Case Study 1: Retiree Comparing Ways to Use PR to Fund Retirement 45:38 - How to Use Rental Properties to Fund Retirement 49:41 - Case Study 2: Multiple Rental Property Owner Please" [YouTube Link](https://youtube.com/watch?v=ubk1La8vSSc) 2025-04-18T04:01Z [----] followers, [---] engagements "Retirement Planning Video Series: 2.6: Foundation: Future Cash Flow In this video we review the Foundation: Future Cash Flow. 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" [YouTube Link](https://youtube.com/watch?v=vQBqz63ihIM) 2024-02-20T13:49Z [----] followers, [----] engagements "Your Biggest Expense In Retirement Is. You Might Be Surprised Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- What is your biggest expense in retirement Probably not what you think You might think its travel good guess You might think that it's health care or long-term care again good guess You might think that its taxes and maybe for some of us but not everyone. The largest" [YouTube Link](https://youtube.com/watch?v=wPFPs_y2wlE) 2025-04-14T11:45Z [----] followers, [----] engagements "Can I Retire With $500000 In Canada (Part 1) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we're going to build a retirement plan from scratch. We're going to do that for a retiree with $500000 in financial assets. This retiree has the same question that we see all the time "Can I retire" They have never had a retirement plan done. They are naturally feeling a" [YouTube Link](https://youtube.com/watch?v=yW83CgNCzPI) 2025-07-28T11:30Z [----] followers, [----] engagements "How To Stress Test Your Retirement Plan Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we highlight how to stress test your retirement plan. In light of recent market events we want to make sure you have a solid retirement plan in place. We want to make sure that we stress test your retirement plan so that YOU don't feel stressed about your retirement. In this" [YouTube Link](https://youtube.com/watch?v=yjlII00AjC8) 2025-04-07T11:30Z [----] followers, [---] engagements "Two CPP Start Age Tricks You Have Probably Never Seen Before Want to start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- Your CPP start age is an important decision in your retirement plan. But you shouldn't think about CPP start age as a fixed decision there is actually some flexibility there. In this video we explore two CPP tricks that everyone should know. These tricks can be worth up to $10000-$15000" [YouTube Link](https://youtube.com/watch?v=4LsdAyhFO10) 2025-02-24T12:15Z [----] followers, [----] engagements "Reducing OAS Clawbacks Might Be a BIG Mistake In the video we reference a Case Study you can find the full Government Benefits Case Study Webinar here. https://youtu.be/SAm4OCi6DE4 -- Start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- Reducing OAS Clawbacks can make a lot of sense for some retirement plans but focusing too much on clawbacks can make you miss other important factors. In this video we'll" [YouTube Link](https://youtube.com/watch?v=At4aUm7LVOI) 2024-12-05T12:45Z [----] followers, [----] engagements "Are You Ready [--] Essential Retirement Planning Questions To Answer First Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Do you know the answer to these [--] retirement planning questions In this video Im going to give you [--] important retirement planning questions to ask your advisor OR if youre building your retirement plan on Adviice then [--] questions you should ask yourself." [YouTube Link](https://youtube.com/watch?v=BZiV5BGtNRs) 2025-10-14T11:30Z [----] followers, [----] engagements "$600000 Retirement Plan At Age 60: Will She Run Out Of Money Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Let's build a $600000 retirement plan for someone retiring at age [--]. In this video we explore three different versions of this plan and we will show you how some simple changes to the decumulation strategy can have a large effect on the success rate government benefits" [YouTube Link](https://youtube.com/watch?v=CDYWp2zeuCs) 2026-01-05T12:30Z [----] followers, [----] engagements "$1000000 Retirement Plan With $0 Tax See How Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- One of the great things about retirement planning is that if you do it far enough in advance you can take advantage of some strategic opportunities to significantly improve your plan. In this video were going to explore a $1000000 retirement plan but more specifically were going to look" [YouTube Link](https://youtube.com/watch?v=GzBkNZyG350) 2025-09-22T11:30Z [----] followers, 11.5K engagements "$49 Dollar Retirement Plan: Retirement Planning Software for Canadians Start your retirement plan https://app.adviice.com/start-discovery --- We're excited to introduce our $49/year retirement planning option This gives you full access to the Adviice platform for 12-months for just $49 Adviice is more than just a retirement planning platform. With Adviice you get access to. [--]. Retirement Planning Platform [--]. AI Strategies [--]. Community Support Forum [--]. Educational Webinars (2x per Month) [--]. Optional 1:1 Platform Training Join us Go to. https://app.adviice.com/start-discovery --- Disclaimer:" [YouTube Link](https://youtube.com/watch?v=JhhHg1EQr80) 2025-05-05T11:15Z [----] followers, 16.7K engagements "Webinar + Case Study: How to Build Your Own DIY Retirement Plan A top to bottom walkthrough of how to build a DIY retirement plan with Adviice. We go through the data entry discuss where to put what information (and why the platform needs it) and then work through several planning scenarios using the AI strategies. 02:50 - Goals & Values 03:35 - Risk and Investment Profile 04:13 - Income 11:06 - Expenses 20:42 - Cashflow 22:18 - Assets 23:51 - Debt 25:07 - Tax & Benefits 26:40 - Emergency Fund 27:15 - Investment Plan 28:43 - CPP/OAS Estimate 29:12 - Initial Projections and Charts 33:34 -" [YouTube Link](https://youtube.com/watch?v=Xvml09nIewU) 2025-02-21T14:00Z [----] followers, [---] engagements "How Much Do You Need to Retire in Canada Comparing $1M vs $2M vs $3M Retirement Plans Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video were diving into one of the BIGGEST questions Canadians ask: How much money do you actually need to retire comfortably in Canada To find out we are going to use some actual financial planning software to compare three retirement" [YouTube Link](https://youtube.com/watch?v=YMuXTTq_umw) 2025-12-01T12:30Z [----] followers, [----] engagements "Retire At [--] Its So Much Easier Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Retire at age [--] It is so much easier In this video we explore three retirement scenarios for a couple. In one scenario they aim for retirement at age [--] and its just not possible. In another scenario they aim for retirement at age [--] and it is so much easier (better success rate and more spending)." [YouTube Link](https://youtube.com/watch?v=fCFYjLgTODo) 2025-11-10T12:31Z [----] followers, [----] engagements "Your Canada Pension Plan Benefit: How CPP1 + CPP2 = The Max CPP Benefit Start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we go through how the CPP1 and CPP2 benefit work and how they are combined to create the max CPP benefit. We go through the calculations visually to give you a good idea of how these benefits are calculated and how you can determine how much you may be eligible for in the" [YouTube Link](https://youtube.com/watch?v=fGU5jIhD5yw) 2025-01-07T16:00Z [----] followers, [----] engagements "Do This To Legally PAY LESS TAX in Retirement in Canada Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Are you worried about how much tax youre going to have to pay in retirement Most Canadians dont have a good retirement decumulation plan and this can lead to them over paying taxes in retirement. But its 100% legal to avoid tax in retirement if you know the right strategies." [YouTube Link](https://youtube.com/watch?v=fwMj6L5gZO0) 2026-01-19T12:31Z [----] followers, [----] engagements "Retire At 65: [--] Reasons The MATH Favours Age [--] Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Retire at age [--] It is so much easier In this video we explore three retirement scenarios for a couple. In one scenario they aim for retirement at age [--] and its just not possible. In another scenario they aim for retirement at age [--] and it is so much easier (better" [YouTube Link](https://youtube.com/watch?v=qansCCARwQM) 2025-11-17T12:31Z [----] followers, [----] engagements "Year-End Tax Planning Tips: Do These Things By Dec 31st Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Before the clock hits midnight on December 31st there are several tax-smart moves that can save you hundreds if not thousands on your next tax return. These are easy to miss but incredibly valuable. In this video Im breaking down the top year-end tax planning strategies every" [YouTube Link](https://youtube.com/watch?v=rV_MxGdOG1s) 2025-11-24T12:31Z [----] followers, [----] engagements "Webinar & Case Study: How Much Can I Spend in Retirement In this webinar we show you how to set spending targets with Adviice create retirement phases (Go-Go Slow-Go No-Go) and test whether you can meet those targets. We also explore two case studies one looking at finding safe and max spending guardrails for retirement and the other factoring in gifts and long-term care costs. 3:28 - How to Set Retirement Spending Targets using Adviice 11:00 - Defining Typical Spending Phases (Go-Go Slow-Go No-Go) 15:12 - How to Consider Long-Term Care Costs 19:18 - Case Study #1 - Platform Set-up 34:23 -" [YouTube Link](https://youtube.com/watch?v=xxJxj5gs_pw) 2025-11-21T14:45Z [----] followers, [----] engagements "3 Retirement Tax Credits: Are They In Your Retirement Plan Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Tax planning is an important part of retirement planning. Taxes are probably one of your largest expenses in retirement. Smart tax planning means you will pay less tax in retirement which in turn means there is more money for spending especially in early retirement. There" [YouTube Link](https://youtube.com/watch?v=ypijoFn8aPY) 2026-01-12T12:31Z [----] followers, 14K engagements "How Much Does It Take To Retire With $7500/Month Want to start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- How much do you need to have saved by the time you retire Well that depends on a lot of factors. In this video we look at [--] retirement spending examples with the exact same couple but with different assets and income. Each example has the $7500 per month spending goal in retirement but they way they" [YouTube Link](https://youtube.com/watch?v=3lY2r4ETjfA) 2024-12-16T17:00Z [----] followers, [----] engagements "What is a Spousal RRSP When to Use It Plus [--] Loopholes Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- The spousal-RRSP is a fantastic account when it comes to retirement planning in Canada. If you're planning to retire before the age of [--] and if you have a partner/spouse then you will want to consider how a Spousal-RRSP can help improve your retirement plan. In this video we" [YouTube Link](https://youtube.com/watch?v=7lZTCjBuipM) 2026-01-26T12:30Z [----] followers, 11.8K engagements "Webinar & Case Study: How to Fund Your Retirement: CPP/OAS Pensions Decumulation For many Canadians retirement means moving from a single steady paycheck to juggling multiple income sources. This transition can be confusing especially when every source from government benefits to personal savings has its own unique tax rules. In this video we break down the rules and optimal timing for: - Government Benefits (CPP/OAS) - Pensions - Personal Portfolios (RRSP/RRIF TFSA LIRA/LIF) We show you how these tools work and how to build the the optimal mix for your retirement plan. 5:52 - Fundamentals of" [YouTube Link](https://youtube.com/watch?v=82_QYWv9mEI) 2026-01-23T12:30Z [----] followers, [----] engagements "4 Reasons To Convert RRSP to RRIF at [--] (And [--] Reason NOT To) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Everyone is talking about RRSP contributions. But in this video I want to talk about something different I want to talk about withdrawals. In this video I want to talk about how you get that money out of your RRSP in the future and more specifically I want to talk about" [YouTube Link](https://youtube.com/watch?v=B2W6O6RDeqY) 2026-02-02T12:30Z [----] followers, [----] engagements "Canada Pension Plan Enhancement (CPP2) Is Making Retirement EASIER Watch Now Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- CPP2 (CPP Enhancement) is going to make your retirement so much easier How much easier will depend on your age and your earnings. In this video we explore three things. [--]. How CPP1 and CPP2 Works [--]. How Much Extra You Could Receive [--]. How to Integrate" [YouTube Link](https://youtube.com/watch?v=BWqvhMZp8NQ) 2025-08-11T11:30Z [----] followers, 29.2K engagements "The Retirement Risk Zone Explained Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video were covering a topic that is absolutely critical for every person planning for retirement to understand: the Retirement Risk Zone. This is a specific [--] to 20-year period where your life savings are most vulnerable to market downturns spanning both the years before and the years" [YouTube Link](https://youtube.com/watch?v=DD11M2bowv0) 2025-12-15T12:30Z [----] followers, [----] engagements "How Are Dividends Taxed in Canada And. How Does the Dividend Tax Credit Work Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we're going to look at the tax treatment of Canadian eligible dividends specifically how the Dividend Tax Credit can lead to negative tax rate at certain income levels in retirement in Canada. We're going to explore how dividends are taxed" [YouTube Link](https://youtube.com/watch?v=DmocmP_xjJY) 2025-10-06T11:30Z [----] followers, 12.2K engagements "Is this RRSP Too Big Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course + community for support + semi-month retirement planning webinars. Join us --- Can you have an RRSP that is too big Oh yes you can Having an RRSP that is too big is a "good problem to have" but it still is a problem for retirement decumulation planning. How big does an RRSP need to be before it is "too big" Well that depends on your situation. Even a smaller RRSP can" [YouTube Link](https://youtube.com/watch?v=KUC2Z7W4NxA) 2025-01-27T12:30Z [----] followers, [----] engagements "How To Pay $0 Income Tax On $75000 Retirement Income Start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we highlight the [--] reasons why you might pay lower income tax in retirement than you might think. We also dive into a retirement planning case study with $75000 in after-tax retirement income with $0 income tax. The case study covers. - Retirement decumulation - Mixing withdrawals to help" [YouTube Link](https://youtube.com/watch?v=KqdMZg2aOLo) 2024-10-21T18:00Z [----] followers, 17.2K engagements "One CPP (Canada Pension Plan) Credit = $16065 Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we will show you why [--] CPP credit is worth over $16000 This video is going to give you an interesting insight into how Canada Pension Plan works and how valuable those contributions are to you right before retirement. This is one of those fascinating insights that might" [YouTube Link](https://youtube.com/watch?v=RI6JdKbpOkM) 2025-10-20T11:30Z [----] followers, [----] engagements "How Does Your TFSA Compare TFSA Benchmarks. Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Your TFSA could be pretty big if youve been making the maximum contribution. They say that comparison is the thief of joy but benchmarking can be a great way to identify how youre doing and if there are any opportunities to improve. In this video were going to show you how large your" [YouTube Link](https://youtube.com/watch?v=TT2A-TX9pXo) 2026-02-09T12:30Z [----] followers, 10.5K engagements "Converting RRSP to RRIF: [--] Important Considerations Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Converting an RRSP to a RRIF is an important decision in any retirement plan. In this video we're going to go over the [--] key considerations when deciding when to convert your RRSP to a RRIF. We're going to go over what an RRSP is what a RRIF is and what the differences are" [YouTube Link](https://youtube.com/watch?v=XgFpmbaJHp4) 2025-07-07T11:30Z [----] followers, 12.4K engagements "$2 Million at [--]. How Much Can We Spend In Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- $2 million dollars is a lot of money but how much retirement spending can it support What happens after we integrate Canada Pension Plan (CPP) and Old Age Security (OAS) benefits What happens if we include income taxes or maybe OAS clawbacks What if we want to spend more in the" [YouTube Link](https://youtube.com/watch?v=aHJzTrQmGG0) 2025-08-18T11:30Z [----] followers, 20.9K engagements "Webinar & Case Study: RRSP Meltdowns and RRIF Timing in Retirement In this webinar we explore RRSPs in retirement. We review the fundamentals of RRSP/RRIF planning and then dive into evaluating RRIF timing and test whether an RRSP meltdown works in your plan. We then look at two case studies exploring the trade-offs of melting down an RRSP when it might make sense and how you can evaluate that decision on the platform. 4:28 - How Does an RRSP Work 6:06 - When Do I Convert an RRSP to a RRIF 18:26 - What is an RRSP Meltdown 25:45 - Case Study #1: Melting Down a Large RRSP 37:27 - Case Study #2:" [YouTube Link](https://youtube.com/watch?v=df1N5SXSoOc) 2025-09-26T13:45Z [----] followers, [----] engagements "Proposed Changes to OAS (Old Age Security) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- OAS has been in the news lately. There are some groups calling for reductions in the OAS amount or reductions in the clawback threshold. Many risks in a retirement plan. Changes to OAS would be called a legislative risk. Legislative risks cover things like changes in tax rates changes in" [YouTube Link](https://youtube.com/watch?v=e7suhzYtR2U) 2025-11-03T12:30Z [----] followers, 10.9K engagements "Webinar & Case Study: When Should I Start CPP & OAS In this webinar we discuss Canada Pension Plan and Old Age Security. We'll do an overview of the fundamentals and then dive into the details of timing breakevens and clawbacks. We show you how you can use the platform to evaluate the best timing for government benefits including factors like longevity liquidity estate tax and survivor scenarios . 3:47 - CPP & OAS Fundamentals 12:46 - How Does Adviice Calculate CPP & OAS 20:18 - Key Benefit Timing Considerations 28:19 - Case Study 1: Creating a CPP Breakeven for Clients 42:07- Case Study 2:" [YouTube Link](https://youtube.com/watch?v=l3tdg85-XLU) 2025-10-24T13:30Z [----] followers, [----] engagements "Optimizing This Retirement Plan: Increase Net Worth by $100000's and/or Increase Ret. Spending Want to watch the whole webinar You can do that here: https://youtu.be/1uOAqINK9Fg Want to start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- You might have a good retirement plan but adding a few tweaks can lead to some big results. In this clip we'll go through optimizing a retirement plan. We'll discuss how" [YouTube Link](https://youtube.com/watch?v=mnkFG3Z5tbM) 2024-12-12T12:45Z [----] followers, [----] engagements "Maximize Guaranteed Income Supplement (GIS) with the "8-Year GIS Strategy" Maximize your GIS Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- This video will be a controversial one We're going to be reviewing the "8-Year GIS Strategy". This strategy helps qualify for the maximum Guaranteed Income Supplement for a period of 8-years. GIS is a very generous government benefit but" [YouTube Link](https://youtube.com/watch?v=p49v-IHQHRE) 2025-05-19T11:30Z [----] followers, 14.3K engagements "This Asset Allocation Advice for Retirement Is WRONG Want to start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- Setting the wrong asset allocation in retirement can be very detrimental to a retirement plan. It can lead to a higher chance of running out of money in the future. Common asset allocation "rules of thumb" are just plan wrong. In this video we explore these common rules of thumb and why they can" [YouTube Link](https://youtube.com/watch?v=pryBLF4JGi0) 2025-02-17T12:30Z [----] followers, [----] engagements "Old Age Security (OAS) Breakeven Calculation: OAS at [--] vs [--] Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we explore the OAS breakeven calculation. We're going to use financial planning software as a OAS breakeven calculator to find the breakeven point when starting OAS at [--] vs [--]. There are two very important factors that make OAS breakeven different than" [YouTube Link](https://youtube.com/watch?v=qjFeFbBzmEM) 2025-06-02T11:30Z [----] followers, [----] engagements "Defined Benefit Pension How Much Survivor Benefit Should You Choose This is a clip from a larger webinar about survivor benefits and their impact on your retirement plan. You can see the whole webinar here - https://youtu.be/aKlKtvlNb6g -- Start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. -- Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice." [YouTube Link](https://youtube.com/watch?v=wFYjk-wDzTM) 2025-01-16T12:15Z [----] followers, [---] engagements "How To Get Over $2000/Month From Canada Pension Plan (CPP) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Want to get over $2000 per month from Canada Pension Plan In this video we break down how to get CPP payments of over $2000 per month. How many CPP credits you need. How many years of contributions you need. When you need to start CPP. And the NEW strategy it UNLOCKS We'll" [YouTube Link](https://youtube.com/watch?v=Iy9ZQWZHQUU) 2025-12-08T12:30Z [----] followers, 12.4K engagements "Is $1.5M Enough (The 15-Minute Canadian Retirement Plan) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- John and Mary are [--] years old. Theyve spent thirty years saving up a $1.5 million in financial assets. On paper theyve 'made it.' But instead of celebrating theyre slightly terrified. Why Because they have no idea if that $1.5 million will lasts until the end of retirement" [YouTube Link](https://youtube.com/watch?v=DgFmXbuhrGw) 2026-02-16T12:30Z [----] followers, [---] engagements "Retiring With A Pension Avoid This Trap Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Defined benefit pensions are the gold standard for a retirement plan right Well maybe not In this video I want to show you one trap that retirees with a defined benefit pension can easily fall into. When youve seen a lot of retirement plans you can start to see patterns. It can be difficult" [YouTube Link](https://youtube.com/watch?v=z5kssypshHc) 2025-10-27T11:31Z [----] followers, 18.8K engagements "Is $1.5M Enough (The 15-Minute Canadian Retirement Plan) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- John and Mary are [--] years old. Theyve spent thirty years saving up a $1.5 million in financial assets. On paper theyve 'made it.' But instead of celebrating theyre slightly terrified. Why Because they have no idea if that $1.5 million will lasts until the end of retirement" [YouTube Link](https://youtube.com/watch?v=DgFmXbuhrGw) 2026-02-16T12:30Z [----] followers, [---] engagements "How Does Your TFSA Compare TFSA Benchmarks. Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Your TFSA could be pretty big if youve been making the maximum contribution. They say that comparison is the thief of joy but benchmarking can be a great way to identify how youre doing and if there are any opportunities to improve. In this video were going to show you how large your" [YouTube Link](https://youtube.com/watch?v=TT2A-TX9pXo) 2026-02-09T12:30Z [----] followers, 10.5K engagements "4 Reasons To Convert RRSP to RRIF at [--] (And [--] Reason NOT To) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Everyone is talking about RRSP contributions. But in this video I want to talk about something different I want to talk about withdrawals. In this video I want to talk about how you get that money out of your RRSP in the future and more specifically I want to talk about" [YouTube Link](https://youtube.com/watch?v=B2W6O6RDeqY) 2026-02-02T12:30Z [----] followers, [----] engagements "What is a Spousal RRSP When to Use It Plus [--] Loopholes Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- The spousal-RRSP is a fantastic account when it comes to retirement planning in Canada. If you're planning to retire before the age of [--] and if you have a partner/spouse then you will want to consider how a Spousal-RRSP can help improve your retirement plan. In this video we" [YouTube Link](https://youtube.com/watch?v=7lZTCjBuipM) 2026-01-26T12:30Z [----] followers, 11.8K engagements "Webinar & Case Study: How to Fund Your Retirement: CPP/OAS Pensions Decumulation For many Canadians retirement means moving from a single steady paycheck to juggling multiple income sources. This transition can be confusing especially when every source from government benefits to personal savings has its own unique tax rules. In this video we break down the rules and optimal timing for: - Government Benefits (CPP/OAS) - Pensions - Personal Portfolios (RRSP/RRIF TFSA LIRA/LIF) We show you how these tools work and how to build the the optimal mix for your retirement plan. 5:52 - Fundamentals of" [YouTube Link](https://youtube.com/watch?v=82_QYWv9mEI) 2026-01-23T12:30Z [----] followers, [----] engagements "Do This To Legally PAY LESS TAX in Retirement in Canada Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Are you worried about how much tax youre going to have to pay in retirement Most Canadians dont have a good retirement decumulation plan and this can lead to them over paying taxes in retirement. But its 100% legal to avoid tax in retirement if you know the right strategies." [YouTube Link](https://youtube.com/watch?v=fwMj6L5gZO0) 2026-01-19T12:31Z [----] followers, [----] engagements "3 Retirement Tax Credits: Are They In Your Retirement Plan Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Tax planning is an important part of retirement planning. Taxes are probably one of your largest expenses in retirement. Smart tax planning means you will pay less tax in retirement which in turn means there is more money for spending especially in early retirement. There" [YouTube Link](https://youtube.com/watch?v=ypijoFn8aPY) 2026-01-12T12:31Z [----] followers, 14K engagements "$600000 Retirement Plan At Age 60: Will She Run Out Of Money Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Let's build a $600000 retirement plan for someone retiring at age [--]. In this video we explore three different versions of this plan and we will show you how some simple changes to the decumulation strategy can have a large effect on the success rate government benefits" [YouTube Link](https://youtube.com/watch?v=CDYWp2zeuCs) 2026-01-05T12:30Z [----] followers, [----] engagements "Updated for 2026: $2 Million at [--]. How Much Can We Spend In Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we update a retirement planning case study from last year using actual investment returns spending changes income changes etc. Their [----] Results: +16% investment returns +$200000+ in financial assets Their questions. How has our success rate" [YouTube Link](https://youtube.com/watch?v=2l5cvsAt184) 2025-12-22T12:30Z [----] followers, [----] engagements "The Retirement Risk Zone Explained Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video were covering a topic that is absolutely critical for every person planning for retirement to understand: the Retirement Risk Zone. This is a specific [--] to 20-year period where your life savings are most vulnerable to market downturns spanning both the years before and the years" [YouTube Link](https://youtube.com/watch?v=DD11M2bowv0) 2025-12-15T12:30Z [----] followers, [----] engagements "How To Get Over $2000/Month From Canada Pension Plan (CPP) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Want to get over $2000 per month from Canada Pension Plan In this video we break down how to get CPP payments of over $2000 per month. How many CPP credits you need. How many years of contributions you need. When you need to start CPP. And the NEW strategy it UNLOCKS We'll" [YouTube Link](https://youtube.com/watch?v=Iy9ZQWZHQUU) 2025-12-08T12:30Z [----] followers, 12.4K engagements "How Much Do You Need to Retire in Canada Comparing $1M vs $2M vs $3M Retirement Plans Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video were diving into one of the BIGGEST questions Canadians ask: How much money do you actually need to retire comfortably in Canada To find out we are going to use some actual financial planning software to compare three retirement" [YouTube Link](https://youtube.com/watch?v=YMuXTTq_umw) 2025-12-01T12:30Z [----] followers, [----] engagements "Year-End Tax Planning Tips: Do These Things By Dec 31st Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Before the clock hits midnight on December 31st there are several tax-smart moves that can save you hundreds if not thousands on your next tax return. These are easy to miss but incredibly valuable. In this video Im breaking down the top year-end tax planning strategies every" [YouTube Link](https://youtube.com/watch?v=rV_MxGdOG1s) 2025-11-24T12:31Z [----] followers, [----] engagements "Webinar & Case Study: How Much Can I Spend in Retirement In this webinar we show you how to set spending targets with Adviice create retirement phases (Go-Go Slow-Go No-Go) and test whether you can meet those targets. We also explore two case studies one looking at finding safe and max spending guardrails for retirement and the other factoring in gifts and long-term care costs. 3:28 - How to Set Retirement Spending Targets using Adviice 11:00 - Defining Typical Spending Phases (Go-Go Slow-Go No-Go) 15:12 - How to Consider Long-Term Care Costs 19:18 - Case Study #1 - Platform Set-up 34:23 -" [YouTube Link](https://youtube.com/watch?v=xxJxj5gs_pw) 2025-11-21T14:45Z [----] followers, [----] engagements "Retire At 65: [--] Reasons The MATH Favours Age [--] Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Retire at age [--] It is so much easier In this video we explore three retirement scenarios for a couple. In one scenario they aim for retirement at age [--] and its just not possible. In another scenario they aim for retirement at age [--] and it is so much easier (better" [YouTube Link](https://youtube.com/watch?v=qansCCARwQM) 2025-11-17T12:31Z [----] followers, [----] engagements "Retire At [--] Its So Much Easier Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Retire at age [--] It is so much easier In this video we explore three retirement scenarios for a couple. In one scenario they aim for retirement at age [--] and its just not possible. In another scenario they aim for retirement at age [--] and it is so much easier (better success rate and more spending)." [YouTube Link](https://youtube.com/watch?v=fCFYjLgTODo) 2025-11-10T12:31Z [----] followers, [----] engagements "Proposed Changes to OAS (Old Age Security) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- OAS has been in the news lately. There are some groups calling for reductions in the OAS amount or reductions in the clawback threshold. Many risks in a retirement plan. Changes to OAS would be called a legislative risk. Legislative risks cover things like changes in tax rates changes in" [YouTube Link](https://youtube.com/watch?v=e7suhzYtR2U) 2025-11-03T12:30Z [----] followers, 10.9K engagements "Retiring With A Pension Avoid This Trap Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Defined benefit pensions are the gold standard for a retirement plan right Well maybe not In this video I want to show you one trap that retirees with a defined benefit pension can easily fall into. When youve seen a lot of retirement plans you can start to see patterns. It can be difficult" [YouTube Link](https://youtube.com/watch?v=z5kssypshHc) 2025-10-27T11:31Z [----] followers, 18.8K engagements "Webinar & Case Study: When Should I Start CPP & OAS In this webinar we discuss Canada Pension Plan and Old Age Security. We'll do an overview of the fundamentals and then dive into the details of timing breakevens and clawbacks. We show you how you can use the platform to evaluate the best timing for government benefits including factors like longevity liquidity estate tax and survivor scenarios . 3:47 - CPP & OAS Fundamentals 12:46 - How Does Adviice Calculate CPP & OAS 20:18 - Key Benefit Timing Considerations 28:19 - Case Study 1: Creating a CPP Breakeven for Clients 42:07- Case Study 2:" [YouTube Link](https://youtube.com/watch?v=l3tdg85-XLU) 2025-10-24T13:30Z [----] followers, [----] engagements "One CPP (Canada Pension Plan) Credit = $16065 Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we will show you why [--] CPP credit is worth over $16000 This video is going to give you an interesting insight into how Canada Pension Plan works and how valuable those contributions are to you right before retirement. This is one of those fascinating insights that might" [YouTube Link](https://youtube.com/watch?v=RI6JdKbpOkM) 2025-10-20T11:30Z [----] followers, [----] engagements "Are You Ready [--] Essential Retirement Planning Questions To Answer First Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Do you know the answer to these [--] retirement planning questions In this video Im going to give you [--] important retirement planning questions to ask your advisor OR if youre building your retirement plan on Adviice then [--] questions you should ask yourself." [YouTube Link](https://youtube.com/watch?v=BZiV5BGtNRs) 2025-10-14T11:30Z [----] followers, [----] engagements "How Are Dividends Taxed in Canada And. How Does the Dividend Tax Credit Work Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we're going to look at the tax treatment of Canadian eligible dividends specifically how the Dividend Tax Credit can lead to negative tax rate at certain income levels in retirement in Canada. We're going to explore how dividends are taxed" [YouTube Link](https://youtube.com/watch?v=DmocmP_xjJY) 2025-10-06T11:30Z [----] followers, 12.2K engagements "A Simple Retirement Income System Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we create a retirement income system to help manage cash flow in retirement. We're going to create a retirement income system to help manage $80000 per year in retirement cash flow. Its going to be simple automated and most importantly its going to create a regular monthly retirement" [YouTube Link](https://youtube.com/watch?v=7_BB8otj2Mw) 2025-09-29T11:30Z [----] followers, [----] engagements "Webinar & Case Study: RRSP Meltdowns and RRIF Timing in Retirement In this webinar we explore RRSPs in retirement. We review the fundamentals of RRSP/RRIF planning and then dive into evaluating RRIF timing and test whether an RRSP meltdown works in your plan. We then look at two case studies exploring the trade-offs of melting down an RRSP when it might make sense and how you can evaluate that decision on the platform. 4:28 - How Does an RRSP Work 6:06 - When Do I Convert an RRSP to a RRIF 18:26 - What is an RRSP Meltdown 25:45 - Case Study #1: Melting Down a Large RRSP 37:27 - Case Study #2:" [YouTube Link](https://youtube.com/watch?v=df1N5SXSoOc) 2025-09-26T13:45Z [----] followers, [----] engagements "$1000000 Retirement Plan With $0 Tax See How Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- One of the great things about retirement planning is that if you do it far enough in advance you can take advantage of some strategic opportunities to significantly improve your plan. In this video were going to explore a $1000000 retirement plan but more specifically were going to look" [YouTube Link](https://youtube.com/watch?v=GzBkNZyG350) 2025-09-22T11:30Z [----] followers, 11.5K engagements "5 Things That Will Ruin Your Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Retirement is supposed to be the reward for decades of hard work but for too many people it becomes a source of stress struggle and regret. In this video we're breaking down five common things that can quickly ruin your retirement and more importantly how you can avoid them. From running out" [YouTube Link](https://youtube.com/watch?v=nyTXuMYhhDY) 2025-09-15T11:30Z [----] followers, [----] engagements "$2 Million at [--]. Can They Retire Early (FIRE: Financial Independence Retire Early in Canada) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- They have $2 Million dollars and they want to retire at age [--]. Can they do it Planning for early retirement is different. In addition to the FIRE case study there are five key considerations we highlight in this video. If you're planning" [YouTube Link](https://youtube.com/watch?v=-lC0RZcjZ8U) 2025-09-08T11:30Z [----] followers, [----] engagements "CPP2 Is Changing Retirement Planning in Canada Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- CPP2 is increasing the size of Canada Pension Plan benefits. Its going to make retirement easier for many people. BUT. Its also going to change how we approach retirement planning its going to change the retirement planning strategies we use. In this video we explore [--] ways that" [YouTube Link](https://youtube.com/watch?v=E9C5MFYE6-Q) 2025-09-02T11:30Z [----] followers, 17.5K engagements "Webinar & Case Study: Investing in Retirement As you begin to draw down your retirement savings it is tempting to move away from volatility and growth to more stable investments. The danger is that you're trading one type of risk for another. There is a lot of nuance when it comes to investing in retirement and its important to explore the different options within your own retirement. In this webinar we'll explore investment strategies in retirement. We'll challenge the standard advice of increasing bond allocation discuss cash wedges and explore through [--] case studies how you can use the" [YouTube Link](https://youtube.com/watch?v=iXyYS8A2l1Y) 2025-08-29T13:15Z [----] followers, [----] engagements "Retirement Income In Canada: How Do You Compare Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- When you're building a retirement plan one important factor to consider is how much after-tax retirement income you need. But how much is a reasonable amount What is a good amount How much are other people planning In this video we're going to look at three ways to estimate a" [YouTube Link](https://youtube.com/watch?v=gB-IIuLY1gA) 2025-08-25T11:30Z [----] followers, 13.8K engagements "$2 Million at [--]. How Much Can We Spend In Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- $2 million dollars is a lot of money but how much retirement spending can it support What happens after we integrate Canada Pension Plan (CPP) and Old Age Security (OAS) benefits What happens if we include income taxes or maybe OAS clawbacks What if we want to spend more in the" [YouTube Link](https://youtube.com/watch?v=aHJzTrQmGG0) 2025-08-18T11:30Z [----] followers, 20.9K engagements "Canada Pension Plan Enhancement (CPP2) Is Making Retirement EASIER Watch Now Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- CPP2 (CPP Enhancement) is going to make your retirement so much easier How much easier will depend on your age and your earnings. In this video we explore three things. [--]. How CPP1 and CPP2 Works [--]. How Much Extra You Could Receive [--]. How to Integrate" [YouTube Link](https://youtube.com/watch?v=BWqvhMZp8NQ) 2025-08-11T11:30Z [----] followers, 29.2K engagements "Can I Retire With $500000 In Canada (Part 2) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Part [--] Video: https://www.youtube.com/watchv=yW83CgNCzPI This is part [--] in a two part video series where we build a retirement plan from scratch. We're going to do that for a retiree with $500000 in financial assets. This retiree has the same question that we see all the time "Can I" [YouTube Link](https://youtube.com/watch?v=Z34KG-Yv5vo) 2025-08-04T11:30Z [----] followers, [----] engagements "Can I Retire With $500000 In Canada (Part 1) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we're going to build a retirement plan from scratch. We're going to do that for a retiree with $500000 in financial assets. This retiree has the same question that we see all the time "Can I retire" They have never had a retirement plan done. They are naturally feeling a" [YouTube Link](https://youtube.com/watch?v=yW83CgNCzPI) 2025-07-28T11:30Z [----] followers, [----] engagements "Webinar & Case Study: Low Income/Low Asset Retirement Planning Retirement for Canadians with lower income and fewer assets requires different strategies than traditional retirement. In many cases a few changes to a retirement plan could mean thousands of dollars in benefits. In this webinar we focus on the Guaranteed Income Supplement (GIS) and how to build retirement plans that maximize this benefit using Adviice. We look at how to test these strategies with Adviice and explore two case studies: one with a single retiree and one with a couple. 5:29 - Who Qualifies as 'Low Income' 8:34 -" [YouTube Link](https://youtube.com/watch?v=t2BmKgSWXLU) 2025-07-25T14:23Z [----] followers, [----] engagements "Dont Pay Off Your Mortgage In Retirement (Until You Watch This) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- There are many counter intuitive things when it comes to retirement planning. Rules of thumb are great but there are many exceptions to the rule. In this video share a counter intuitive example if you have a mortgage in retirement. --- Disclaimer: This video is for" [YouTube Link](https://youtube.com/watch?v=dBzs6ul4kfw) 2025-07-21T11:30Z [----] followers, [----] engagements "7 Reasons Why Its Hard To Retire Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- You probably wont retire at your target retirement date. You will probably work a little bit longer. This is only something you'll realize when you're close to retirement when you're 6-12 months away. When you're 5-10 years away from retirement you probably couldn't imagine working longer than you" [YouTube Link](https://youtube.com/watch?v=QjDSy4Znajw) 2025-07-14T11:30Z [----] followers, [----] engagements "Converting RRSP to RRIF: [--] Important Considerations Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Converting an RRSP to a RRIF is an important decision in any retirement plan. In this video we're going to go over the [--] key considerations when deciding when to convert your RRSP to a RRIF. We're going to go over what an RRSP is what a RRIF is and what the differences are" [YouTube Link](https://youtube.com/watch?v=XgFpmbaJHp4) 2025-07-07T11:30Z [----] followers, 12.4K engagements "Don't Make This TFSA Mistake Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- The TFSA is a fantastic account but many of us are making a critical mistake in how we use our TFSAs. This mistake could be costing us $100000's in lost investment returns. It could mean less retirement spending a smaller estate value and less tax advantaged assets. In this video we explore this common" [YouTube Link](https://youtube.com/watch?v=lJjMLpN2qk0) 2025-06-30T11:30Z [----] followers, [----] engagements "You're Not Spending Enough In Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Link to webinar/case study video. https://youtu.be/A-RZOIFnmZo You're not spending enough in retirement that's the conclusion from this research paper this matches our experience working one on one with new retirement planning clients. Many retirees are not spending to their full potential" [YouTube Link](https://youtube.com/watch?v=fNedP-wh_vM) 2025-06-23T11:30Z [----] followers, [----] engagements "Webinar & Case Study: How to Stress Test Your Retirement Plan The world is full of uncertainty and your retirement plan has to be resilient. In this webinar we'll show you how to stress test your retirement plan using Adviice. We'll break down the Success Rate chart find max spending levels and discuss all the ways you can stress test your plan to give you peace of mind heading into retirement. 5:16 - Key Retirement Stress Points 7:50 - Investment Risk 10:40 - Inflation Risk 12:24 - Interpreting the Success Chart 18:16 - What Success Rate Should I Be Targeting 25:10 - Creating Safe and Max" [YouTube Link](https://youtube.com/watch?v=A-RZOIFnmZo) 2025-06-20T11:30Z [----] followers, [----] engagements "Six Reasons Your Retirement Plan Is Better Than Your Friends Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Are your friends more pessimistic about retirement than you are Is it causing your to question your own retirement plan In this video we explore the [--] important reasons why your retirement plan might be better than your friends. We explore why your retirement might be" [YouTube Link](https://youtube.com/watch?v=TgUKf359ztw) 2025-06-16T11:30Z [----] followers, [----] engagements "Best Province To Retire In BC vs AB vs ON vs NB vs NS Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we explore which is the best province to retire in. We compare BC vs AB vs ON vs NB vs NS with the same situation and spending. Which is the best province Which has the highest tax Which has the lowest success rate This one factor can easily be worth half a" [YouTube Link](https://youtube.com/watch?v=O6DHofsxTLs) 2025-06-09T11:30Z [----] followers, [----] engagements "Old Age Security (OAS) Breakeven Calculation: OAS at [--] vs [--] Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we explore the OAS breakeven calculation. We're going to use financial planning software as a OAS breakeven calculator to find the breakeven point when starting OAS at [--] vs [--]. There are two very important factors that make OAS breakeven different than" [YouTube Link](https://youtube.com/watch?v=qjFeFbBzmEM) 2025-06-02T11:30Z [----] followers, [----] engagements "Target Canadian Net Worth By Age: [--] [--] [--] [--] [--] [--] [--] [--] Figure out your target net worth by age. https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Having a target or a goal is a great way to keep your personal finances on track. In this video we will create a target net worth by age. How do you compare Are you ahead or behind And does it even really matter We're going to look at both an individual and a" [YouTube Link](https://youtube.com/watch?v=lKlibxdXylw) 2025-05-26T11:30Z [----] followers, 11.4K engagements "Webinar + Case Study: How to Minimize Lifetime Tax in Retirement Tax is one of the largest expense most of us will have in our lives. In this webinar we go through some ways you can minimize your taxes throughout your lifetime. We explore RRSP meltdowns optimizing tax credits income splitting and show you how to test all of these factors in your own retirement plan using Adviice. 5:05 - Core Retirement Tax Credits 12:05 - Income Splitting 15:51 - Investment Income Taxation 18:46 - Case Study [--] - Retiring Couple with $0 in Lifetime Tax 37:38 - Case Study [--] - Optimizing for Lifetime Tax vs" [YouTube Link](https://youtube.com/watch?v=sJRabQ8OdB4) 2025-05-23T16:20Z [----] followers, [----] engagements "Maximize Guaranteed Income Supplement (GIS) with the "8-Year GIS Strategy" Maximize your GIS Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- This video will be a controversial one We're going to be reviewing the "8-Year GIS Strategy". This strategy helps qualify for the maximum Guaranteed Income Supplement for a period of 8-years. GIS is a very generous government benefit but" [YouTube Link](https://youtube.com/watch?v=p49v-IHQHRE) 2025-05-19T11:30Z [----] followers, 14.3K engagements "Retirement Tax Planning: Reduce Your Taxes In Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Your taxes in retirement could be a lot lower than you think. If you're used to paying high taxes on your employment income then you might be surprised by how much lower your taxes in retirement could be. Certain tax planning opportunities like. - Income splitting - Age" [YouTube Link](https://youtube.com/watch?v=CkGzIDKDRr0) 2025-05-12T11:30Z [----] followers, [----] engagements "$49 Dollar Retirement Plan: Retirement Planning Software for Canadians Start your retirement plan https://app.adviice.com/start-discovery --- We're excited to introduce our $49/year retirement planning option This gives you full access to the Adviice platform for 12-months for just $49 Adviice is more than just a retirement planning platform. With Adviice you get access to. [--]. Retirement Planning Platform [--]. AI Strategies [--]. Community Support Forum [--]. Educational Webinars (2x per Month) [--]. Optional 1:1 Platform Training Join us Go to. https://app.adviice.com/start-discovery --- Disclaimer:" [YouTube Link](https://youtube.com/watch?v=JhhHg1EQr80) 2025-05-05T11:15Z [----] followers, 16.7K engagements "Canada Pension Plan (CPP) Breakeven Calculation: CPP at [--] vs [--] vs [--] Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we explore the CPP breakeven calculation. We're going to use financial planning software as a CPP breakeven calculator to find the breakeven point when starting CPP at [--] vs [--] vs [--]. Starting CPP at age [--] vs [--] vs [--] is greatly impacted by" [YouTube Link](https://youtube.com/watch?v=BOW6SPIqMk8) 2025-04-28T11:15Z [----] followers, 72.7K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@adviice_ca adviice
adviice posts on YouTube about retirement, canada, money, out of the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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- [--] Week [------] +59%
- [--] Month [------] +7.20%
- [--] Months [-------] +53%
- [--] Year [-------] +128%
Mentions: [--] #
- [--] Month [--] -62%
- [--] Months [--] +8.10%
- [--] Year [--] +333%
Followers: [-----] #
- [--] Week [-----] +1.20%
- [--] Month [-----] +8.90%
- [--] Months [-----] +71%
- [--] Year [-----] +244%
CreatorRank: [---------] #
Social Influence
Social category influence finance countries
Social topic influence retirement #983, canada #4497, money, out of, how much, investment, how to, inflation, success, reduce
Top Social Posts
Top posts by engagements in the last [--] hours
"Updated for 2026: $2 Million at [--]. How Much Can We Spend In Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we update a retirement planning case study from last year using actual investment returns spending changes income changes etc. Their [----] Results: +16% investment returns +$200000+ in financial assets Their questions. How has our success rate"
YouTube Link 2025-12-22T12:30Z [----] followers, [----] engagements
"Canada Pension Plan (CPP) Breakeven Calculation: CPP at [--] vs [--] vs [--] Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we explore the CPP breakeven calculation. We're going to use financial planning software as a CPP breakeven calculator to find the breakeven point when starting CPP at [--] vs [--] vs [--]. Starting CPP at age [--] vs [--] vs [--] is greatly impacted by"
YouTube Link 2025-04-28T11:15Z [----] followers, 72.7K engagements
"CPP/OAS/GIS: Government Pensions Explained Start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we go through the basics of the [--] major government pension plans: Canada Pension Plan (CPP) Old Age Security (OAS) and the Guaranteed Income Supplement (GIS). We go through what you can expect from these benefits and then detail a case study using the Adviice platform showing you how you can maximize"
YouTube Link 2024-11-18T15:00Z [----] followers, 167.8K engagements
"$2 Million at [--]. Can They Retire Early (FIRE: Financial Independence Retire Early in Canada) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- They have $2 Million dollars and they want to retire at age [--]. Can they do it Planning for early retirement is different. In addition to the FIRE case study there are five key considerations we highlight in this video. If you're planning"
YouTube Link 2025-09-08T11:30Z [----] followers, [----] engagements
"Is $1 Million Enough To Retire At [--] Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Is $1 million enough to retire at age [--] That's the question we want to answer in this video. Now $1 million dollars certainly isn't what it used to be but is it still enough to retire and is it enough to retire at age [--] In this video we go through a detailed example. We will optimize for"
YouTube Link 2025-03-24T11:15Z [----] followers, [----] engagements
"Webinar + Case Study: How to Fund Your Retirement Managing 6-12 Retirement Income Sources For many Canadians the transition to retirement is one from one steady income to multiple sources of income. This can be confusing especially when each source has its own set of tax rules and decisions to make. In this webinar well go through the most common funding sources for retirement: Government benefits Work Pensions and Personal Savings (RRSP/RRIF TFSA LIRA/LIF). Well talk about how each of these tools work and how you can find the optimal mix for your retirement plan. 4:18 Introducing Case Study"
YouTube Link 2025-01-24T18:00Z [----] followers, [---] engagements
"Retirement Planning Video Series: 1.9: Discovery: Insurance In this video we review the Discovery: Insurance 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."
YouTube Link 2024-02-20T13:49Z [--] followers, [--] engagements
"Guaranteed Income Supplement: Maximize GIS With This Strategy Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Guaranteed Income Supplement (GIS) is such a valuable benefit in retirement. In this video we go through an example with $100000 in GIS and other income tested government benefits. We help this couple increase their overall estate value by $160000 and improve their"
YouTube Link 2025-03-10T11:15Z [----] followers, [---] engagements
"4 Retirement Spending Mistakes (And How To Avoid Them) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- --- 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"
YouTube Link 2025-04-21T11:45Z [----] followers, [----] engagements
"A Simple Retirement Income System Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we create a retirement income system to help manage cash flow in retirement. We're going to create a retirement income system to help manage $80000 per year in retirement cash flow. Its going to be simple automated and most importantly its going to create a regular monthly retirement"
YouTube Link 2025-09-29T11:30Z [----] followers, [----] engagements
"Webinar & Case Study: How to Stress Test Your Retirement Plan The world is full of uncertainty and your retirement plan has to be resilient. In this webinar we'll show you how to stress test your retirement plan using Adviice. We'll break down the Success Rate chart find max spending levels and discuss all the ways you can stress test your plan to give you peace of mind heading into retirement. 5:16 - Key Retirement Stress Points 7:50 - Investment Risk 10:40 - Inflation Risk 12:24 - Interpreting the Success Chart 18:16 - What Success Rate Should I Be Targeting 25:10 - Creating Safe and Max"
YouTube Link 2025-06-20T11:30Z [----] followers, [----] engagements
"Retirement Tax Planning: Reduce Your Taxes In Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Your taxes in retirement could be a lot lower than you think. If you're used to paying high taxes on your employment income then you might be surprised by how much lower your taxes in retirement could be. Certain tax planning opportunities like. - Income splitting - Age"
YouTube Link 2025-05-12T11:30Z [----] followers, [----] engagements
"CPP2 Is Changing Retirement Planning in Canada Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- CPP2 is increasing the size of Canada Pension Plan benefits. Its going to make retirement easier for many people. BUT. Its also going to change how we approach retirement planning its going to change the retirement planning strategies we use. In this video we explore [--] ways that"
YouTube Link 2025-09-02T11:30Z [----] followers, 17.5K engagements
"Webinar + Case Study: How to Drawdown Corporate Assets in Retirement In this webinar we looked at how to draw down corporate assets in retirement. We discussed the fundamentals of Corporate Planning options for drawdowns (Salary Dividend ) and how to consider notional accounts (CDA GRIP eRDTOHneRDTOH). We then worked through two case studies. 03:35 - Fundamentals of Corporate Planning 07:45 - Salary vs Dividends 17:02 - Case Study 1: Professional Corp with Investments 40:48 - Case Study 2: Rental in a Corporation - Keep or Sell Please let us know if you have a webinar topic youd like us to"
YouTube Link 2025-03-21T12:00Z [----] followers, [---] engagements
"Retire At [--] Is Easier For [--] Reasons Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Retiring at age [--] is significantly easier than retiring at age [--]. In this video we explore [--] reasons why retiring at age [--] is easier. In the video we reference an earlier video with an age [--] retirement and significantly more financial assets. Here is a link to that video."
YouTube Link 2025-03-17T11:45Z [----] followers, [----] engagements
"Retirement Planning Video Series: 1.1: Discovery: Goals and Values In this video we review the Discovery: Goals and Values section and why it is important to consider the qualitative aspects of a retirement plan. 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"
YouTube Link 2024-02-20T13:49Z [----] followers, [----] engagements
"Best Province To Retire In BC vs AB vs ON vs NB vs NS Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we explore which is the best province to retire in. We compare BC vs AB vs ON vs NB vs NS with the same situation and spending. Which is the best province Which has the highest tax Which has the lowest success rate This one factor can easily be worth half a"
YouTube Link 2025-06-09T11:30Z [----] followers, [----] engagements
"7 Reasons Why Its Hard To Retire Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- You probably wont retire at your target retirement date. You will probably work a little bit longer. This is only something you'll realize when you're close to retirement when you're 6-12 months away. When you're 5-10 years away from retirement you probably couldn't imagine working longer than you"
YouTube Link 2025-07-14T11:30Z [----] followers, [----] engagements
"Maximize Your Retirement Income With These Withdrawal Strategies Want to start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- Which account do you draw from first in retirement How do you create retirement income from your investment portfolio If you're approaching retirement then you need a detailed decumulation plan to help you minimize tax maximize spending and maximize after-tax estate value. In this"
YouTube Link 2025-03-03T12:15Z [----] followers, [----] engagements
"Six Reasons Your Retirement Plan Is Better Than Your Friends Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Are your friends more pessimistic about retirement than you are Is it causing your to question your own retirement plan In this video we explore the [--] important reasons why your retirement plan might be better than your friends. We explore why your retirement might be"
YouTube Link 2025-06-16T11:30Z [----] followers, [----] engagements
"4 TFSA Mistakes You Might Be Making In Retirement Start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we highlight the [--] common mistakes we see people making with their TFSA in retirement. These mistakes can be quite costly in retirement adding up to $100000's to $500000+ Its important to highlight that when it comes to retirement decumulation planning that there exceptions for every rule in"
YouTube Link 2024-10-28T14:15Z [----] followers, [----] engagements
"Can I Retire With $500000 In Canada (Part 2) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Part [--] Video: https://www.youtube.com/watchv=yW83CgNCzPI This is part [--] in a two part video series where we build a retirement plan from scratch. We're going to do that for a retiree with $500000 in financial assets. This retiree has the same question that we see all the time "Can I"
YouTube Link 2025-08-04T11:30Z [----] followers, [----] engagements
"Dont Pay Off Your Mortgage In Retirement (Until You Watch This) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- There are many counter intuitive things when it comes to retirement planning. Rules of thumb are great but there are many exceptions to the rule. In this video share a counter intuitive example if you have a mortgage in retirement. --- Disclaimer: This video is for"
YouTube Link 2025-07-21T11:30Z [----] followers, [----] engagements
"You're Not Spending Enough In Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Link to webinar/case study video. https://youtu.be/A-RZOIFnmZo You're not spending enough in retirement that's the conclusion from this research paper this matches our experience working one on one with new retirement planning clients. Many retirees are not spending to their full potential"
YouTube Link 2025-06-23T11:30Z [----] followers, [----] engagements
"Retirement Income In Canada: How Do You Compare Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- When you're building a retirement plan one important factor to consider is how much after-tax retirement income you need. But how much is a reasonable amount What is a good amount How much are other people planning In this video we're going to look at three ways to estimate a"
YouTube Link 2025-08-25T11:30Z [----] followers, 13.8K engagements
"Webinar & Case Study: Investing in Retirement As you begin to draw down your retirement savings it is tempting to move away from volatility and growth to more stable investments. The danger is that you're trading one type of risk for another. There is a lot of nuance when it comes to investing in retirement and its important to explore the different options within your own retirement. In this webinar we'll explore investment strategies in retirement. We'll challenge the standard advice of increasing bond allocation discuss cash wedges and explore through [--] case studies how you can use the"
YouTube Link 2025-08-29T13:15Z [----] followers, [----] engagements
"Don't Make This TFSA Mistake Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- The TFSA is a fantastic account but many of us are making a critical mistake in how we use our TFSAs. This mistake could be costing us $100000's in lost investment returns. It could mean less retirement spending a smaller estate value and less tax advantaged assets. In this video we explore this common"
YouTube Link 2025-06-30T11:30Z [----] followers, [----] engagements
"Target Canadian Net Worth By Age: [--] [--] [--] [--] [--] [--] [--] [--] Figure out your target net worth by age. https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Having a target or a goal is a great way to keep your personal finances on track. In this video we will create a target net worth by age. How do you compare Are you ahead or behind And does it even really matter We're going to look at both an individual and a"
YouTube Link 2025-05-26T11:30Z [----] followers, 11.4K engagements
"5 Things That Will Ruin Your Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Retirement is supposed to be the reward for decades of hard work but for too many people it becomes a source of stress struggle and regret. In this video we're breaking down five common things that can quickly ruin your retirement and more importantly how you can avoid them. From running out"
YouTube Link 2025-09-15T11:30Z [----] followers, [----] engagements
"Is This The Perfect Retirement Plan Want to start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- Is this the perfect retirement plan When it comes to retirement planning there are certain "sweet spots". In this video we work backwards to try and hit all these retirement planning "sweet spots" and create the perfect retirement plan. The "perfect" retirement plan will depend on your situation and goals. But in"
YouTube Link 2025-02-10T12:15Z [----] followers, [----] engagements
"Webinar + Case Study: How to Minimize Lifetime Tax in Retirement Tax is one of the largest expense most of us will have in our lives. In this webinar we go through some ways you can minimize your taxes throughout your lifetime. We explore RRSP meltdowns optimizing tax credits income splitting and show you how to test all of these factors in your own retirement plan using Adviice. 5:05 - Core Retirement Tax Credits 12:05 - Income Splitting 15:51 - Investment Income Taxation 18:46 - Case Study [--] - Retiring Couple with $0 in Lifetime Tax 37:38 - Case Study [--] - Optimizing for Lifetime Tax vs"
YouTube Link 2025-05-23T16:20Z [----] followers, [----] engagements
"Webinar & Case Study: Low Income/Low Asset Retirement Planning Retirement for Canadians with lower income and fewer assets requires different strategies than traditional retirement. In many cases a few changes to a retirement plan could mean thousands of dollars in benefits. In this webinar we focus on the Guaranteed Income Supplement (GIS) and how to build retirement plans that maximize this benefit using Adviice. We look at how to test these strategies with Adviice and explore two case studies: one with a single retiree and one with a couple. 5:29 - Who Qualifies as 'Low Income' 8:34 -"
YouTube Link 2025-07-25T14:23Z [----] followers, [----] engagements
"Retirement Planning For Incorporated Business Owners Want to start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- We're excited to share a new feature on the Adviice platform retirement planning for incorporated business owners Retirement planning with an incorporated business adds a whole new dimension to retirement decumulation planning. This can increase the complexity and options for retirement income"
YouTube Link 2025-01-03T15:46Z [----] followers, [---] engagements
"Webinar + Case Study: Selling & Downsizing Real Estate in Retirement In this webinar we'll explore how to use your home to help fund your retirement. We'll show you how you can model a home sales on the platform either to downsize or to become a retirement renter and walk through exactly how to use the platform to compare sell vs keep scenarios. 01:52 - How to Use a Principal Residence to Fund Retirement 16:10 - Case Study 1: Retiree Comparing Ways to Use PR to Fund Retirement 45:38 - How to Use Rental Properties to Fund Retirement 49:41 - Case Study 2: Multiple Rental Property Owner Please"
YouTube Link 2025-04-18T04:01Z [----] followers, [---] engagements
"Retirement Planning Video Series: 2.6: Foundation: Future Cash Flow In this video we review the Foundation: Future Cash Flow. 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"
YouTube Link 2024-02-20T13:49Z [----] followers, [----] engagements
"Your Biggest Expense In Retirement Is. You Might Be Surprised Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- What is your biggest expense in retirement Probably not what you think You might think its travel good guess You might think that it's health care or long-term care again good guess You might think that its taxes and maybe for some of us but not everyone. The largest"
YouTube Link 2025-04-14T11:45Z [----] followers, [----] engagements
"Can I Retire With $500000 In Canada (Part 1) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we're going to build a retirement plan from scratch. We're going to do that for a retiree with $500000 in financial assets. This retiree has the same question that we see all the time "Can I retire" They have never had a retirement plan done. They are naturally feeling a"
YouTube Link 2025-07-28T11:30Z [----] followers, [----] engagements
"How To Stress Test Your Retirement Plan Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we highlight how to stress test your retirement plan. In light of recent market events we want to make sure you have a solid retirement plan in place. We want to make sure that we stress test your retirement plan so that YOU don't feel stressed about your retirement. In this"
YouTube Link 2025-04-07T11:30Z [----] followers, [---] engagements
"Two CPP Start Age Tricks You Have Probably Never Seen Before Want to start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- Your CPP start age is an important decision in your retirement plan. But you shouldn't think about CPP start age as a fixed decision there is actually some flexibility there. In this video we explore two CPP tricks that everyone should know. These tricks can be worth up to $10000-$15000"
YouTube Link 2025-02-24T12:15Z [----] followers, [----] engagements
"Reducing OAS Clawbacks Might Be a BIG Mistake In the video we reference a Case Study you can find the full Government Benefits Case Study Webinar here. https://youtu.be/SAm4OCi6DE4 -- Start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- Reducing OAS Clawbacks can make a lot of sense for some retirement plans but focusing too much on clawbacks can make you miss other important factors. In this video we'll"
YouTube Link 2024-12-05T12:45Z [----] followers, [----] engagements
"Are You Ready [--] Essential Retirement Planning Questions To Answer First Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Do you know the answer to these [--] retirement planning questions In this video Im going to give you [--] important retirement planning questions to ask your advisor OR if youre building your retirement plan on Adviice then [--] questions you should ask yourself."
YouTube Link 2025-10-14T11:30Z [----] followers, [----] engagements
"$600000 Retirement Plan At Age 60: Will She Run Out Of Money Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Let's build a $600000 retirement plan for someone retiring at age [--]. In this video we explore three different versions of this plan and we will show you how some simple changes to the decumulation strategy can have a large effect on the success rate government benefits"
YouTube Link 2026-01-05T12:30Z [----] followers, [----] engagements
"$1000000 Retirement Plan With $0 Tax See How Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- One of the great things about retirement planning is that if you do it far enough in advance you can take advantage of some strategic opportunities to significantly improve your plan. In this video were going to explore a $1000000 retirement plan but more specifically were going to look"
YouTube Link 2025-09-22T11:30Z [----] followers, 11.5K engagements
"$49 Dollar Retirement Plan: Retirement Planning Software for Canadians Start your retirement plan https://app.adviice.com/start-discovery --- We're excited to introduce our $49/year retirement planning option This gives you full access to the Adviice platform for 12-months for just $49 Adviice is more than just a retirement planning platform. With Adviice you get access to. [--]. Retirement Planning Platform [--]. AI Strategies [--]. Community Support Forum [--]. Educational Webinars (2x per Month) [--]. Optional 1:1 Platform Training Join us Go to. https://app.adviice.com/start-discovery --- Disclaimer:"
YouTube Link 2025-05-05T11:15Z [----] followers, 16.7K engagements
"Webinar + Case Study: How to Build Your Own DIY Retirement Plan A top to bottom walkthrough of how to build a DIY retirement plan with Adviice. We go through the data entry discuss where to put what information (and why the platform needs it) and then work through several planning scenarios using the AI strategies. 02:50 - Goals & Values 03:35 - Risk and Investment Profile 04:13 - Income 11:06 - Expenses 20:42 - Cashflow 22:18 - Assets 23:51 - Debt 25:07 - Tax & Benefits 26:40 - Emergency Fund 27:15 - Investment Plan 28:43 - CPP/OAS Estimate 29:12 - Initial Projections and Charts 33:34 -"
YouTube Link 2025-02-21T14:00Z [----] followers, [---] engagements
"How Much Do You Need to Retire in Canada Comparing $1M vs $2M vs $3M Retirement Plans Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video were diving into one of the BIGGEST questions Canadians ask: How much money do you actually need to retire comfortably in Canada To find out we are going to use some actual financial planning software to compare three retirement"
YouTube Link 2025-12-01T12:30Z [----] followers, [----] engagements
"Retire At [--] Its So Much Easier Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Retire at age [--] It is so much easier In this video we explore three retirement scenarios for a couple. In one scenario they aim for retirement at age [--] and its just not possible. In another scenario they aim for retirement at age [--] and it is so much easier (better success rate and more spending)."
YouTube Link 2025-11-10T12:31Z [----] followers, [----] engagements
"Your Canada Pension Plan Benefit: How CPP1 + CPP2 = The Max CPP Benefit Start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we go through how the CPP1 and CPP2 benefit work and how they are combined to create the max CPP benefit. We go through the calculations visually to give you a good idea of how these benefits are calculated and how you can determine how much you may be eligible for in the"
YouTube Link 2025-01-07T16:00Z [----] followers, [----] engagements
"Do This To Legally PAY LESS TAX in Retirement in Canada Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Are you worried about how much tax youre going to have to pay in retirement Most Canadians dont have a good retirement decumulation plan and this can lead to them over paying taxes in retirement. But its 100% legal to avoid tax in retirement if you know the right strategies."
YouTube Link 2026-01-19T12:31Z [----] followers, [----] engagements
"Retire At 65: [--] Reasons The MATH Favours Age [--] Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Retire at age [--] It is so much easier In this video we explore three retirement scenarios for a couple. In one scenario they aim for retirement at age [--] and its just not possible. In another scenario they aim for retirement at age [--] and it is so much easier (better"
YouTube Link 2025-11-17T12:31Z [----] followers, [----] engagements
"Year-End Tax Planning Tips: Do These Things By Dec 31st Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Before the clock hits midnight on December 31st there are several tax-smart moves that can save you hundreds if not thousands on your next tax return. These are easy to miss but incredibly valuable. In this video Im breaking down the top year-end tax planning strategies every"
YouTube Link 2025-11-24T12:31Z [----] followers, [----] engagements
"Webinar & Case Study: How Much Can I Spend in Retirement In this webinar we show you how to set spending targets with Adviice create retirement phases (Go-Go Slow-Go No-Go) and test whether you can meet those targets. We also explore two case studies one looking at finding safe and max spending guardrails for retirement and the other factoring in gifts and long-term care costs. 3:28 - How to Set Retirement Spending Targets using Adviice 11:00 - Defining Typical Spending Phases (Go-Go Slow-Go No-Go) 15:12 - How to Consider Long-Term Care Costs 19:18 - Case Study #1 - Platform Set-up 34:23 -"
YouTube Link 2025-11-21T14:45Z [----] followers, [----] engagements
"3 Retirement Tax Credits: Are They In Your Retirement Plan Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Tax planning is an important part of retirement planning. Taxes are probably one of your largest expenses in retirement. Smart tax planning means you will pay less tax in retirement which in turn means there is more money for spending especially in early retirement. There"
YouTube Link 2026-01-12T12:31Z [----] followers, 14K engagements
"How Much Does It Take To Retire With $7500/Month Want to start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- How much do you need to have saved by the time you retire Well that depends on a lot of factors. In this video we look at [--] retirement spending examples with the exact same couple but with different assets and income. Each example has the $7500 per month spending goal in retirement but they way they"
YouTube Link 2024-12-16T17:00Z [----] followers, [----] engagements
"What is a Spousal RRSP When to Use It Plus [--] Loopholes Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- The spousal-RRSP is a fantastic account when it comes to retirement planning in Canada. If you're planning to retire before the age of [--] and if you have a partner/spouse then you will want to consider how a Spousal-RRSP can help improve your retirement plan. In this video we"
YouTube Link 2026-01-26T12:30Z [----] followers, 11.8K engagements
"Webinar & Case Study: How to Fund Your Retirement: CPP/OAS Pensions Decumulation For many Canadians retirement means moving from a single steady paycheck to juggling multiple income sources. This transition can be confusing especially when every source from government benefits to personal savings has its own unique tax rules. In this video we break down the rules and optimal timing for: - Government Benefits (CPP/OAS) - Pensions - Personal Portfolios (RRSP/RRIF TFSA LIRA/LIF) We show you how these tools work and how to build the the optimal mix for your retirement plan. 5:52 - Fundamentals of"
YouTube Link 2026-01-23T12:30Z [----] followers, [----] engagements
"4 Reasons To Convert RRSP to RRIF at [--] (And [--] Reason NOT To) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Everyone is talking about RRSP contributions. But in this video I want to talk about something different I want to talk about withdrawals. In this video I want to talk about how you get that money out of your RRSP in the future and more specifically I want to talk about"
YouTube Link 2026-02-02T12:30Z [----] followers, [----] engagements
"Canada Pension Plan Enhancement (CPP2) Is Making Retirement EASIER Watch Now Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- CPP2 (CPP Enhancement) is going to make your retirement so much easier How much easier will depend on your age and your earnings. In this video we explore three things. [--]. How CPP1 and CPP2 Works [--]. How Much Extra You Could Receive [--]. How to Integrate"
YouTube Link 2025-08-11T11:30Z [----] followers, 29.2K engagements
"The Retirement Risk Zone Explained Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video were covering a topic that is absolutely critical for every person planning for retirement to understand: the Retirement Risk Zone. This is a specific [--] to 20-year period where your life savings are most vulnerable to market downturns spanning both the years before and the years"
YouTube Link 2025-12-15T12:30Z [----] followers, [----] engagements
"How Are Dividends Taxed in Canada And. How Does the Dividend Tax Credit Work Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we're going to look at the tax treatment of Canadian eligible dividends specifically how the Dividend Tax Credit can lead to negative tax rate at certain income levels in retirement in Canada. We're going to explore how dividends are taxed"
YouTube Link 2025-10-06T11:30Z [----] followers, 12.2K engagements
"Is this RRSP Too Big Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course + community for support + semi-month retirement planning webinars. Join us --- Can you have an RRSP that is too big Oh yes you can Having an RRSP that is too big is a "good problem to have" but it still is a problem for retirement decumulation planning. How big does an RRSP need to be before it is "too big" Well that depends on your situation. Even a smaller RRSP can"
YouTube Link 2025-01-27T12:30Z [----] followers, [----] engagements
"How To Pay $0 Income Tax On $75000 Retirement Income Start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we highlight the [--] reasons why you might pay lower income tax in retirement than you might think. We also dive into a retirement planning case study with $75000 in after-tax retirement income with $0 income tax. The case study covers. - Retirement decumulation - Mixing withdrawals to help"
YouTube Link 2024-10-21T18:00Z [----] followers, 17.2K engagements
"One CPP (Canada Pension Plan) Credit = $16065 Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we will show you why [--] CPP credit is worth over $16000 This video is going to give you an interesting insight into how Canada Pension Plan works and how valuable those contributions are to you right before retirement. This is one of those fascinating insights that might"
YouTube Link 2025-10-20T11:30Z [----] followers, [----] engagements
"How Does Your TFSA Compare TFSA Benchmarks. Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Your TFSA could be pretty big if youve been making the maximum contribution. They say that comparison is the thief of joy but benchmarking can be a great way to identify how youre doing and if there are any opportunities to improve. In this video were going to show you how large your"
YouTube Link 2026-02-09T12:30Z [----] followers, 10.5K engagements
"Converting RRSP to RRIF: [--] Important Considerations Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Converting an RRSP to a RRIF is an important decision in any retirement plan. In this video we're going to go over the [--] key considerations when deciding when to convert your RRSP to a RRIF. We're going to go over what an RRSP is what a RRIF is and what the differences are"
YouTube Link 2025-07-07T11:30Z [----] followers, 12.4K engagements
"$2 Million at [--]. How Much Can We Spend In Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- $2 million dollars is a lot of money but how much retirement spending can it support What happens after we integrate Canada Pension Plan (CPP) and Old Age Security (OAS) benefits What happens if we include income taxes or maybe OAS clawbacks What if we want to spend more in the"
YouTube Link 2025-08-18T11:30Z [----] followers, 20.9K engagements
"Webinar & Case Study: RRSP Meltdowns and RRIF Timing in Retirement In this webinar we explore RRSPs in retirement. We review the fundamentals of RRSP/RRIF planning and then dive into evaluating RRIF timing and test whether an RRSP meltdown works in your plan. We then look at two case studies exploring the trade-offs of melting down an RRSP when it might make sense and how you can evaluate that decision on the platform. 4:28 - How Does an RRSP Work 6:06 - When Do I Convert an RRSP to a RRIF 18:26 - What is an RRSP Meltdown 25:45 - Case Study #1: Melting Down a Large RRSP 37:27 - Case Study #2:"
YouTube Link 2025-09-26T13:45Z [----] followers, [----] engagements
"Proposed Changes to OAS (Old Age Security) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- OAS has been in the news lately. There are some groups calling for reductions in the OAS amount or reductions in the clawback threshold. Many risks in a retirement plan. Changes to OAS would be called a legislative risk. Legislative risks cover things like changes in tax rates changes in"
YouTube Link 2025-11-03T12:30Z [----] followers, 10.9K engagements
"Webinar & Case Study: When Should I Start CPP & OAS In this webinar we discuss Canada Pension Plan and Old Age Security. We'll do an overview of the fundamentals and then dive into the details of timing breakevens and clawbacks. We show you how you can use the platform to evaluate the best timing for government benefits including factors like longevity liquidity estate tax and survivor scenarios . 3:47 - CPP & OAS Fundamentals 12:46 - How Does Adviice Calculate CPP & OAS 20:18 - Key Benefit Timing Considerations 28:19 - Case Study 1: Creating a CPP Breakeven for Clients 42:07- Case Study 2:"
YouTube Link 2025-10-24T13:30Z [----] followers, [----] engagements
"Optimizing This Retirement Plan: Increase Net Worth by $100000's and/or Increase Ret. Spending Want to watch the whole webinar You can do that here: https://youtu.be/1uOAqINK9Fg Want to start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- You might have a good retirement plan but adding a few tweaks can lead to some big results. In this clip we'll go through optimizing a retirement plan. We'll discuss how"
YouTube Link 2024-12-12T12:45Z [----] followers, [----] engagements
"Maximize Guaranteed Income Supplement (GIS) with the "8-Year GIS Strategy" Maximize your GIS Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- This video will be a controversial one We're going to be reviewing the "8-Year GIS Strategy". This strategy helps qualify for the maximum Guaranteed Income Supplement for a period of 8-years. GIS is a very generous government benefit but"
YouTube Link 2025-05-19T11:30Z [----] followers, 14.3K engagements
"This Asset Allocation Advice for Retirement Is WRONG Want to start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. --- Setting the wrong asset allocation in retirement can be very detrimental to a retirement plan. It can lead to a higher chance of running out of money in the future. Common asset allocation "rules of thumb" are just plan wrong. In this video we explore these common rules of thumb and why they can"
YouTube Link 2025-02-17T12:30Z [----] followers, [----] engagements
"Old Age Security (OAS) Breakeven Calculation: OAS at [--] vs [--] Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we explore the OAS breakeven calculation. We're going to use financial planning software as a OAS breakeven calculator to find the breakeven point when starting OAS at [--] vs [--]. There are two very important factors that make OAS breakeven different than"
YouTube Link 2025-06-02T11:30Z [----] followers, [----] engagements
"Defined Benefit Pension How Much Survivor Benefit Should You Choose This is a clip from a larger webinar about survivor benefits and their impact on your retirement plan. You can see the whole webinar here - https://youtu.be/aKlKtvlNb6g -- Start your own retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. -- Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice."
YouTube Link 2025-01-16T12:15Z [----] followers, [---] engagements
"How To Get Over $2000/Month From Canada Pension Plan (CPP) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Want to get over $2000 per month from Canada Pension Plan In this video we break down how to get CPP payments of over $2000 per month. How many CPP credits you need. How many years of contributions you need. When you need to start CPP. And the NEW strategy it UNLOCKS We'll"
YouTube Link 2025-12-08T12:30Z [----] followers, 12.4K engagements
"Is $1.5M Enough (The 15-Minute Canadian Retirement Plan) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- John and Mary are [--] years old. Theyve spent thirty years saving up a $1.5 million in financial assets. On paper theyve 'made it.' But instead of celebrating theyre slightly terrified. Why Because they have no idea if that $1.5 million will lasts until the end of retirement"
YouTube Link 2026-02-16T12:30Z [----] followers, [---] engagements
"Retiring With A Pension Avoid This Trap Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Defined benefit pensions are the gold standard for a retirement plan right Well maybe not In this video I want to show you one trap that retirees with a defined benefit pension can easily fall into. When youve seen a lot of retirement plans you can start to see patterns. It can be difficult"
YouTube Link 2025-10-27T11:31Z [----] followers, 18.8K engagements
"Is $1.5M Enough (The 15-Minute Canadian Retirement Plan) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- John and Mary are [--] years old. Theyve spent thirty years saving up a $1.5 million in financial assets. On paper theyve 'made it.' But instead of celebrating theyre slightly terrified. Why Because they have no idea if that $1.5 million will lasts until the end of retirement"
YouTube Link 2026-02-16T12:30Z [----] followers, [---] engagements
"How Does Your TFSA Compare TFSA Benchmarks. Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Your TFSA could be pretty big if youve been making the maximum contribution. They say that comparison is the thief of joy but benchmarking can be a great way to identify how youre doing and if there are any opportunities to improve. In this video were going to show you how large your"
YouTube Link 2026-02-09T12:30Z [----] followers, 10.5K engagements
"4 Reasons To Convert RRSP to RRIF at [--] (And [--] Reason NOT To) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Everyone is talking about RRSP contributions. But in this video I want to talk about something different I want to talk about withdrawals. In this video I want to talk about how you get that money out of your RRSP in the future and more specifically I want to talk about"
YouTube Link 2026-02-02T12:30Z [----] followers, [----] engagements
"What is a Spousal RRSP When to Use It Plus [--] Loopholes Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- The spousal-RRSP is a fantastic account when it comes to retirement planning in Canada. If you're planning to retire before the age of [--] and if you have a partner/spouse then you will want to consider how a Spousal-RRSP can help improve your retirement plan. In this video we"
YouTube Link 2026-01-26T12:30Z [----] followers, 11.8K engagements
"Webinar & Case Study: How to Fund Your Retirement: CPP/OAS Pensions Decumulation For many Canadians retirement means moving from a single steady paycheck to juggling multiple income sources. This transition can be confusing especially when every source from government benefits to personal savings has its own unique tax rules. In this video we break down the rules and optimal timing for: - Government Benefits (CPP/OAS) - Pensions - Personal Portfolios (RRSP/RRIF TFSA LIRA/LIF) We show you how these tools work and how to build the the optimal mix for your retirement plan. 5:52 - Fundamentals of"
YouTube Link 2026-01-23T12:30Z [----] followers, [----] engagements
"Do This To Legally PAY LESS TAX in Retirement in Canada Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Are you worried about how much tax youre going to have to pay in retirement Most Canadians dont have a good retirement decumulation plan and this can lead to them over paying taxes in retirement. But its 100% legal to avoid tax in retirement if you know the right strategies."
YouTube Link 2026-01-19T12:31Z [----] followers, [----] engagements
"3 Retirement Tax Credits: Are They In Your Retirement Plan Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Tax planning is an important part of retirement planning. Taxes are probably one of your largest expenses in retirement. Smart tax planning means you will pay less tax in retirement which in turn means there is more money for spending especially in early retirement. There"
YouTube Link 2026-01-12T12:31Z [----] followers, 14K engagements
"$600000 Retirement Plan At Age 60: Will She Run Out Of Money Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Let's build a $600000 retirement plan for someone retiring at age [--]. In this video we explore three different versions of this plan and we will show you how some simple changes to the decumulation strategy can have a large effect on the success rate government benefits"
YouTube Link 2026-01-05T12:30Z [----] followers, [----] engagements
"Updated for 2026: $2 Million at [--]. How Much Can We Spend In Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we update a retirement planning case study from last year using actual investment returns spending changes income changes etc. Their [----] Results: +16% investment returns +$200000+ in financial assets Their questions. How has our success rate"
YouTube Link 2025-12-22T12:30Z [----] followers, [----] engagements
"The Retirement Risk Zone Explained Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video were covering a topic that is absolutely critical for every person planning for retirement to understand: the Retirement Risk Zone. This is a specific [--] to 20-year period where your life savings are most vulnerable to market downturns spanning both the years before and the years"
YouTube Link 2025-12-15T12:30Z [----] followers, [----] engagements
"How To Get Over $2000/Month From Canada Pension Plan (CPP) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Want to get over $2000 per month from Canada Pension Plan In this video we break down how to get CPP payments of over $2000 per month. How many CPP credits you need. How many years of contributions you need. When you need to start CPP. And the NEW strategy it UNLOCKS We'll"
YouTube Link 2025-12-08T12:30Z [----] followers, 12.4K engagements
"How Much Do You Need to Retire in Canada Comparing $1M vs $2M vs $3M Retirement Plans Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video were diving into one of the BIGGEST questions Canadians ask: How much money do you actually need to retire comfortably in Canada To find out we are going to use some actual financial planning software to compare three retirement"
YouTube Link 2025-12-01T12:30Z [----] followers, [----] engagements
"Year-End Tax Planning Tips: Do These Things By Dec 31st Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Before the clock hits midnight on December 31st there are several tax-smart moves that can save you hundreds if not thousands on your next tax return. These are easy to miss but incredibly valuable. In this video Im breaking down the top year-end tax planning strategies every"
YouTube Link 2025-11-24T12:31Z [----] followers, [----] engagements
"Webinar & Case Study: How Much Can I Spend in Retirement In this webinar we show you how to set spending targets with Adviice create retirement phases (Go-Go Slow-Go No-Go) and test whether you can meet those targets. We also explore two case studies one looking at finding safe and max spending guardrails for retirement and the other factoring in gifts and long-term care costs. 3:28 - How to Set Retirement Spending Targets using Adviice 11:00 - Defining Typical Spending Phases (Go-Go Slow-Go No-Go) 15:12 - How to Consider Long-Term Care Costs 19:18 - Case Study #1 - Platform Set-up 34:23 -"
YouTube Link 2025-11-21T14:45Z [----] followers, [----] engagements
"Retire At 65: [--] Reasons The MATH Favours Age [--] Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Retire at age [--] It is so much easier In this video we explore three retirement scenarios for a couple. In one scenario they aim for retirement at age [--] and its just not possible. In another scenario they aim for retirement at age [--] and it is so much easier (better"
YouTube Link 2025-11-17T12:31Z [----] followers, [----] engagements
"Retire At [--] Its So Much Easier Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Retire at age [--] It is so much easier In this video we explore three retirement scenarios for a couple. In one scenario they aim for retirement at age [--] and its just not possible. In another scenario they aim for retirement at age [--] and it is so much easier (better success rate and more spending)."
YouTube Link 2025-11-10T12:31Z [----] followers, [----] engagements
"Proposed Changes to OAS (Old Age Security) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- OAS has been in the news lately. There are some groups calling for reductions in the OAS amount or reductions in the clawback threshold. Many risks in a retirement plan. Changes to OAS would be called a legislative risk. Legislative risks cover things like changes in tax rates changes in"
YouTube Link 2025-11-03T12:30Z [----] followers, 10.9K engagements
"Retiring With A Pension Avoid This Trap Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Defined benefit pensions are the gold standard for a retirement plan right Well maybe not In this video I want to show you one trap that retirees with a defined benefit pension can easily fall into. When youve seen a lot of retirement plans you can start to see patterns. It can be difficult"
YouTube Link 2025-10-27T11:31Z [----] followers, 18.8K engagements
"Webinar & Case Study: When Should I Start CPP & OAS In this webinar we discuss Canada Pension Plan and Old Age Security. We'll do an overview of the fundamentals and then dive into the details of timing breakevens and clawbacks. We show you how you can use the platform to evaluate the best timing for government benefits including factors like longevity liquidity estate tax and survivor scenarios . 3:47 - CPP & OAS Fundamentals 12:46 - How Does Adviice Calculate CPP & OAS 20:18 - Key Benefit Timing Considerations 28:19 - Case Study 1: Creating a CPP Breakeven for Clients 42:07- Case Study 2:"
YouTube Link 2025-10-24T13:30Z [----] followers, [----] engagements
"One CPP (Canada Pension Plan) Credit = $16065 Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we will show you why [--] CPP credit is worth over $16000 This video is going to give you an interesting insight into how Canada Pension Plan works and how valuable those contributions are to you right before retirement. This is one of those fascinating insights that might"
YouTube Link 2025-10-20T11:30Z [----] followers, [----] engagements
"Are You Ready [--] Essential Retirement Planning Questions To Answer First Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Do you know the answer to these [--] retirement planning questions In this video Im going to give you [--] important retirement planning questions to ask your advisor OR if youre building your retirement plan on Adviice then [--] questions you should ask yourself."
YouTube Link 2025-10-14T11:30Z [----] followers, [----] engagements
"How Are Dividends Taxed in Canada And. How Does the Dividend Tax Credit Work Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we're going to look at the tax treatment of Canadian eligible dividends specifically how the Dividend Tax Credit can lead to negative tax rate at certain income levels in retirement in Canada. We're going to explore how dividends are taxed"
YouTube Link 2025-10-06T11:30Z [----] followers, 12.2K engagements
"A Simple Retirement Income System Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we create a retirement income system to help manage cash flow in retirement. We're going to create a retirement income system to help manage $80000 per year in retirement cash flow. Its going to be simple automated and most importantly its going to create a regular monthly retirement"
YouTube Link 2025-09-29T11:30Z [----] followers, [----] engagements
"Webinar & Case Study: RRSP Meltdowns and RRIF Timing in Retirement In this webinar we explore RRSPs in retirement. We review the fundamentals of RRSP/RRIF planning and then dive into evaluating RRIF timing and test whether an RRSP meltdown works in your plan. We then look at two case studies exploring the trade-offs of melting down an RRSP when it might make sense and how you can evaluate that decision on the platform. 4:28 - How Does an RRSP Work 6:06 - When Do I Convert an RRSP to a RRIF 18:26 - What is an RRSP Meltdown 25:45 - Case Study #1: Melting Down a Large RRSP 37:27 - Case Study #2:"
YouTube Link 2025-09-26T13:45Z [----] followers, [----] engagements
"$1000000 Retirement Plan With $0 Tax See How Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- One of the great things about retirement planning is that if you do it far enough in advance you can take advantage of some strategic opportunities to significantly improve your plan. In this video were going to explore a $1000000 retirement plan but more specifically were going to look"
YouTube Link 2025-09-22T11:30Z [----] followers, 11.5K engagements
"5 Things That Will Ruin Your Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Retirement is supposed to be the reward for decades of hard work but for too many people it becomes a source of stress struggle and regret. In this video we're breaking down five common things that can quickly ruin your retirement and more importantly how you can avoid them. From running out"
YouTube Link 2025-09-15T11:30Z [----] followers, [----] engagements
"$2 Million at [--]. Can They Retire Early (FIRE: Financial Independence Retire Early in Canada) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- They have $2 Million dollars and they want to retire at age [--]. Can they do it Planning for early retirement is different. In addition to the FIRE case study there are five key considerations we highlight in this video. If you're planning"
YouTube Link 2025-09-08T11:30Z [----] followers, [----] engagements
"CPP2 Is Changing Retirement Planning in Canada Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- CPP2 is increasing the size of Canada Pension Plan benefits. Its going to make retirement easier for many people. BUT. Its also going to change how we approach retirement planning its going to change the retirement planning strategies we use. In this video we explore [--] ways that"
YouTube Link 2025-09-02T11:30Z [----] followers, 17.5K engagements
"Webinar & Case Study: Investing in Retirement As you begin to draw down your retirement savings it is tempting to move away from volatility and growth to more stable investments. The danger is that you're trading one type of risk for another. There is a lot of nuance when it comes to investing in retirement and its important to explore the different options within your own retirement. In this webinar we'll explore investment strategies in retirement. We'll challenge the standard advice of increasing bond allocation discuss cash wedges and explore through [--] case studies how you can use the"
YouTube Link 2025-08-29T13:15Z [----] followers, [----] engagements
"Retirement Income In Canada: How Do You Compare Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- When you're building a retirement plan one important factor to consider is how much after-tax retirement income you need. But how much is a reasonable amount What is a good amount How much are other people planning In this video we're going to look at three ways to estimate a"
YouTube Link 2025-08-25T11:30Z [----] followers, 13.8K engagements
"$2 Million at [--]. How Much Can We Spend In Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- $2 million dollars is a lot of money but how much retirement spending can it support What happens after we integrate Canada Pension Plan (CPP) and Old Age Security (OAS) benefits What happens if we include income taxes or maybe OAS clawbacks What if we want to spend more in the"
YouTube Link 2025-08-18T11:30Z [----] followers, 20.9K engagements
"Canada Pension Plan Enhancement (CPP2) Is Making Retirement EASIER Watch Now Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- CPP2 (CPP Enhancement) is going to make your retirement so much easier How much easier will depend on your age and your earnings. In this video we explore three things. [--]. How CPP1 and CPP2 Works [--]. How Much Extra You Could Receive [--]. How to Integrate"
YouTube Link 2025-08-11T11:30Z [----] followers, 29.2K engagements
"Can I Retire With $500000 In Canada (Part 2) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Part [--] Video: https://www.youtube.com/watchv=yW83CgNCzPI This is part [--] in a two part video series where we build a retirement plan from scratch. We're going to do that for a retiree with $500000 in financial assets. This retiree has the same question that we see all the time "Can I"
YouTube Link 2025-08-04T11:30Z [----] followers, [----] engagements
"Can I Retire With $500000 In Canada (Part 1) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we're going to build a retirement plan from scratch. We're going to do that for a retiree with $500000 in financial assets. This retiree has the same question that we see all the time "Can I retire" They have never had a retirement plan done. They are naturally feeling a"
YouTube Link 2025-07-28T11:30Z [----] followers, [----] engagements
"Webinar & Case Study: Low Income/Low Asset Retirement Planning Retirement for Canadians with lower income and fewer assets requires different strategies than traditional retirement. In many cases a few changes to a retirement plan could mean thousands of dollars in benefits. In this webinar we focus on the Guaranteed Income Supplement (GIS) and how to build retirement plans that maximize this benefit using Adviice. We look at how to test these strategies with Adviice and explore two case studies: one with a single retiree and one with a couple. 5:29 - Who Qualifies as 'Low Income' 8:34 -"
YouTube Link 2025-07-25T14:23Z [----] followers, [----] engagements
"Dont Pay Off Your Mortgage In Retirement (Until You Watch This) Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- There are many counter intuitive things when it comes to retirement planning. Rules of thumb are great but there are many exceptions to the rule. In this video share a counter intuitive example if you have a mortgage in retirement. --- Disclaimer: This video is for"
YouTube Link 2025-07-21T11:30Z [----] followers, [----] engagements
"7 Reasons Why Its Hard To Retire Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- You probably wont retire at your target retirement date. You will probably work a little bit longer. This is only something you'll realize when you're close to retirement when you're 6-12 months away. When you're 5-10 years away from retirement you probably couldn't imagine working longer than you"
YouTube Link 2025-07-14T11:30Z [----] followers, [----] engagements
"Converting RRSP to RRIF: [--] Important Considerations Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Converting an RRSP to a RRIF is an important decision in any retirement plan. In this video we're going to go over the [--] key considerations when deciding when to convert your RRSP to a RRIF. We're going to go over what an RRSP is what a RRIF is and what the differences are"
YouTube Link 2025-07-07T11:30Z [----] followers, 12.4K engagements
"Don't Make This TFSA Mistake Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- The TFSA is a fantastic account but many of us are making a critical mistake in how we use our TFSAs. This mistake could be costing us $100000's in lost investment returns. It could mean less retirement spending a smaller estate value and less tax advantaged assets. In this video we explore this common"
YouTube Link 2025-06-30T11:30Z [----] followers, [----] engagements
"You're Not Spending Enough In Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Link to webinar/case study video. https://youtu.be/A-RZOIFnmZo You're not spending enough in retirement that's the conclusion from this research paper this matches our experience working one on one with new retirement planning clients. Many retirees are not spending to their full potential"
YouTube Link 2025-06-23T11:30Z [----] followers, [----] engagements
"Webinar & Case Study: How to Stress Test Your Retirement Plan The world is full of uncertainty and your retirement plan has to be resilient. In this webinar we'll show you how to stress test your retirement plan using Adviice. We'll break down the Success Rate chart find max spending levels and discuss all the ways you can stress test your plan to give you peace of mind heading into retirement. 5:16 - Key Retirement Stress Points 7:50 - Investment Risk 10:40 - Inflation Risk 12:24 - Interpreting the Success Chart 18:16 - What Success Rate Should I Be Targeting 25:10 - Creating Safe and Max"
YouTube Link 2025-06-20T11:30Z [----] followers, [----] engagements
"Six Reasons Your Retirement Plan Is Better Than Your Friends Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Are your friends more pessimistic about retirement than you are Is it causing your to question your own retirement plan In this video we explore the [--] important reasons why your retirement plan might be better than your friends. We explore why your retirement might be"
YouTube Link 2025-06-16T11:30Z [----] followers, [----] engagements
"Best Province To Retire In BC vs AB vs ON vs NB vs NS Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we explore which is the best province to retire in. We compare BC vs AB vs ON vs NB vs NS with the same situation and spending. Which is the best province Which has the highest tax Which has the lowest success rate This one factor can easily be worth half a"
YouTube Link 2025-06-09T11:30Z [----] followers, [----] engagements
"Old Age Security (OAS) Breakeven Calculation: OAS at [--] vs [--] Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we explore the OAS breakeven calculation. We're going to use financial planning software as a OAS breakeven calculator to find the breakeven point when starting OAS at [--] vs [--]. There are two very important factors that make OAS breakeven different than"
YouTube Link 2025-06-02T11:30Z [----] followers, [----] engagements
"Target Canadian Net Worth By Age: [--] [--] [--] [--] [--] [--] [--] [--] Figure out your target net worth by age. https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Having a target or a goal is a great way to keep your personal finances on track. In this video we will create a target net worth by age. How do you compare Are you ahead or behind And does it even really matter We're going to look at both an individual and a"
YouTube Link 2025-05-26T11:30Z [----] followers, 11.4K engagements
"Webinar + Case Study: How to Minimize Lifetime Tax in Retirement Tax is one of the largest expense most of us will have in our lives. In this webinar we go through some ways you can minimize your taxes throughout your lifetime. We explore RRSP meltdowns optimizing tax credits income splitting and show you how to test all of these factors in your own retirement plan using Adviice. 5:05 - Core Retirement Tax Credits 12:05 - Income Splitting 15:51 - Investment Income Taxation 18:46 - Case Study [--] - Retiring Couple with $0 in Lifetime Tax 37:38 - Case Study [--] - Optimizing for Lifetime Tax vs"
YouTube Link 2025-05-23T16:20Z [----] followers, [----] engagements
"Maximize Guaranteed Income Supplement (GIS) with the "8-Year GIS Strategy" Maximize your GIS Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- This video will be a controversial one We're going to be reviewing the "8-Year GIS Strategy". This strategy helps qualify for the maximum Guaranteed Income Supplement for a period of 8-years. GIS is a very generous government benefit but"
YouTube Link 2025-05-19T11:30Z [----] followers, 14.3K engagements
"Retirement Tax Planning: Reduce Your Taxes In Retirement Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- Your taxes in retirement could be a lot lower than you think. If you're used to paying high taxes on your employment income then you might be surprised by how much lower your taxes in retirement could be. Certain tax planning opportunities like. - Income splitting - Age"
YouTube Link 2025-05-12T11:30Z [----] followers, [----] engagements
"$49 Dollar Retirement Plan: Retirement Planning Software for Canadians Start your retirement plan https://app.adviice.com/start-discovery --- We're excited to introduce our $49/year retirement planning option This gives you full access to the Adviice platform for 12-months for just $49 Adviice is more than just a retirement planning platform. With Adviice you get access to. [--]. Retirement Planning Platform [--]. AI Strategies [--]. Community Support Forum [--]. Educational Webinars (2x per Month) [--]. Optional 1:1 Platform Training Join us Go to. https://app.adviice.com/start-discovery --- Disclaimer:"
YouTube Link 2025-05-05T11:15Z [----] followers, 16.7K engagements
"Canada Pension Plan (CPP) Breakeven Calculation: CPP at [--] vs [--] vs [--] Start your retirement plan https://app.adviice.com/start-discovery Don't have a detailed retirement plan yet Build your retirement plan using our AI Strategies for just $9/month. This includes a comprehensive 30-day email/video course with detailed instructions. --- In this video we explore the CPP breakeven calculation. We're going to use financial planning software as a CPP breakeven calculator to find the breakeven point when starting CPP at [--] vs [--] vs [--]. Starting CPP at age [--] vs [--] vs [--] is greatly impacted by"
YouTube Link 2025-04-28T11:15Z [----] followers, 72.7K engagements
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