Retirement Income Planning Tech Stack
- CE Drive w/ Jason Watt S05E12
Adam Bornn, a financial planner with a great YouTube presence, talks with Jason about the tools used in the 10 years before and after retirement.
Supplementary Materials:
Parallel Wealth
https://www.parallelwealth.com/ourteam
Parallel Wealth - YouTube Channel
https://www.youtube.com/c/parallelwealth
Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance
https://rationalreminder.ca/podcast/234
SNAP Projections GIS Modelling
https://youtu.be/KUdQ7GL8kyc
Kajabi
https://kajabi.com/
SNAP Projections
https://snapprojections.com/
DocHub
https://dochub.com/
OnceHub
https://oncehub.com/
Typeform
https://www.typeform.com/
Apply for or renew a property tax deferment program application
https://www2.gov.bc.ca/gov/content/taxes/property-taxes/annual-property-tax/defer-taxes
PlanEasy
https://www.planeasy.ca/
BCV Asset Management
https://bcvassetmanagement.com/
Open Policy Ontario
https://openpolicyontario.com/
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