Jordan 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 Jordan, age 69. This is a fictional educational example.
- Compare the plan with today. Jordan updates current spending, income and a dated portfolio total rather than trying to recreate past retirement years.
- Keep the three records distinct. The adopted plan, actual portfolio checkpoint and temporary comparisons remain separate until Jordan explicitly adopts a change.
- Take one useful action. The overview points Jordan to review a rising expense. A temporary test can show the effect before the main plan changes.
The starting picture
Enough context to ask a useful question.
- Timing
- Age 69 · retired at 66 · review begins today
- Expenses
- $4,700 a month, with must-cover and flexible amounts separated
- Income
- $2,850 a month from entered benefits and pension income
- Portfolio
- A dated $540,000 checkpoint kept separate from the adopted plan
Fictional values in Canadian dollars. They are not benchmarks, averages or recommendations.
The path through the site
One clear job at each step.
- 1
Compare the plan with today
Jordan updates current spending, income and a dated portfolio total rather than trying to recreate past retirement years.
- 2
Keep the three records distinct
The adopted plan, actual portfolio checkpoint and temporary comparisons remain separate until Jordan explicitly adopts a change.
- 3
Take one useful action
The overview points Jordan to review a rising expense. A temporary test can show the effect before the main plan changes.
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.