Maya and Sam and every amount in this walkthrough are fictional. The example shows how Retired Kevin's tools connect; it does not represent a typical household or suggest what anyone should save, spend or withdraw.
Short visual walkthrough
Follow the plan in 24 seconds.
The video is silent. Its words appear on screen, in captions and in the transcript below.
Read the video transcript
- Meet Maya and Sam, age 61 and 60. This is a fictional educational example.
- Begin with the broad picture. The Quick Forecast shows whether their entered income and savings may cover the monthly life they described.
- Add detail where timing matters. Retirement Planner separates benefit start ages, pensions and accounts instead of replacing the first forecast.
- Review the connected plan. Plan Overview shows the next five to ten years, where savings may bridge an income gap and which assumption deserves checking.
The starting picture
Enough context to ask a useful question.
- Timing
- A household retirement illustration beginning at 65
- Savings
- $780,000 across their entered retirement accounts
- Expenses
- $5,600 a month, with travel kept visible as flexible
- Income
- Their own CPP, OAS and workplace-pension estimates
Fictional values in Canadian dollars. They are not benchmarks, averages or recommendations.
The path through the site
One clear job at each step.
- 1
Begin with the broad picture
The Quick Forecast shows whether their entered income and savings may cover the monthly life they described.
- 2
Add detail where timing matters
Retirement Planner separates benefit start ages, pensions and accounts instead of replacing the first forecast.
- 3
Review the connected plan
Plan Overview shows the next five to ten years, where savings may bridge an income gap and which assumption deserves checking.
Try the same planning step
Use your own estimates when you are ready.
Opening the tool does not copy these fictional figures into your plan.
Official sources and review note
These sources were reviewed August 2, 2026. The case-study amounts are invented; the sources support the general planning context only.
- Financial Consumer Agency of Canada: retirement planning (opens in a new tab).
- Government of Canada: when CPP can start (opens in a new tab).
- Government of Canada: when OAS can start (opens in a new tab).
- Government of Canada: finding a personal CPP estimate (opens in a new tab).
Retired Kevin is not affiliated with or endorsed by these organizations.