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/
Remember to like and share the video! Leave a comment for Jason Watt down below.
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Retirement Planning Scenarios
Deciphering Cryptocurrency II
Deciphering Cryptocurrency I
The Truth About Health Care Preferences
Understanding the Leasing Business
Health Spending Accounts: A Deep Dive
Retirement Income Planning
TPAs and Other Acronyms You Need to Know
Nerding Out on Group Benefits
AML: Why it Matters
Advising Physicians
RDSP Specialist
Retirement Compensation Arrangement
Estate Planning Challenges for Financial Advisors
Introducing the CPP Calculator
Freelancing in Financial Planning
Workers Compensation Claims
Content Marketing and Client Communication
Group Benefits: Communication and Risk
Incapacity Planning
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