DIY Financial Planning in Canada: How Optiml Helps You Build a Retirement Plan | Zac Davies
Автор: Credit Canada
Загружено: 2025-05-14
Просмотров: 2013
Want to take control of your financial future—without hiring a financial advisor? Meet Optiml, a Canadian DIY financial planning app designed to help you map out your retirement, optimize government benefits, and understand your long-term finances.
📱 Co-founder and CEO Zac Davies joins us in this episode of Moolala: Money Made Simple with Bruce Sellery to walk through how Optiml works, its key features, and why more Canadians are choosing to do-it-themselves when it comes to financial planning.
📘 In this video, we cover:
✔️ What a real financial plan looks like (and why most people don’t actually have one)
✔️ How Optiml works and who it's built for
✔️ The difference between Optiml’s Essentials, Pro, and Premium plans
✔️ What makes Optiml stand out from other DIY financial planning tools
✔️ How it handles retirement income sources like CPP, QPP, OAS, and pensions
✔️ Why DIY financial planning is growing in Canada
🔗More Moolala Episodes: https://www.creditcanada.com/moolala-...
#FinancialPlanningCanada #DIYFinance #OptimlApp #RetirementPlanning #CPP #OAS #QPP #BudgetingApps #CanadianFinance #FintechCanada #MoneyTips #ZacDavies #FinancialLiteracy #PlanYourFuture
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