Retirement Income Planning Tech Stack - CE Drive w/ Jason Watt S05E12

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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