Retirement Income Planning Tech Stack - CE Drive w/ Jason Watt S05E12
Description
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
Kajabi
SNAP Projections
DocHub
OnceHub
Typeform
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
BCV Asset Management
https://bcvassetmanagement.com/
Open Policy Ontario
https://openpolicyontario.com/
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