Overview

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Explore comprehensive financial planning software through a series of tutorials and practical demonstrations. Learn how to set up financial plans, navigate dashboards, manage investments, handle insurance and estate planning, and utilize various retirement calculators. Dive into topics such as taxes, retirement planning, Social Security strategies, mortgage considerations, and healthcare costs in retirement. Analyze case studies for different retirement scenarios, including early retirement, single retirees, and couples. Examine the pros and cons of different retirement projection methods, including Monte Carlo simulations. Discover tools for year-end tax planning, reverse mortgages, and income annuities. Compare popular financial planning platforms and calculators from providers like Charles Schwab, Vanguard, Fidelity, and Right Capital. Gain insights into optimizing Social Security benefits, managing IRAs, and creating effective retirement strategies for various life situations.

Syllabus

Financial Planning Software: How To Set Up Your Plan Part 1 (2018).
Financial Planning Software Tutorial Part 2.
Financial Planning Tutorial - Part 1 - Dashboard Set Up.
Financial Planning Tutorial - Investments.
Financial Planning Tutorial - Insurance & Estate.
Canadian Retirement Income Calculator.
Financial Planning Tutorial - Taxes.
Financial Planning Tutorial - Retirement Planning.
Military Retirement Calculator - High 36.
Best Social Security Retirement Calculator I've Seen...Yet (2018).
Can You Retire at 48?.
Retire at 48 - Part 2.
Reverse Mortgage Calculator (2018).
Why You Won't Get a Mortgage Interest Deduction.
Why I HATE Retirement Projections - and YOU Should Too!.
Charles Schwab Roth IRA Conversion Calculator (2019).
Vanguard Retirement Nest Egg Calculator Review (2019).
Fidelity's Health Care Cost in Retirement Calculator.
Retirement Planning for a 59 year old, Single Woman.
Can Timmy & Sara Retire Next Year?.
Timmy & Sara Want To Retire...Can They (part 2).
Karen Has A $1Million IRA - Now What? (Social Security at 66, 70).
Karen Takes Social Security at 62 AND Does $50k Annual Roth Conversions.
Karen Takes Social Security at 70 & Converts $50k To Roth Annually.
Karen Has A $1Million IRA - Now What? (Social Security at 62).
Why Karen Should Take Social Security at 62.
Social Security Spousal Calculator.
How Divorce Social Security Planning Netted Donna an Extra $135k.
Social Security Restricted Application - It Can Be HUGE!.
Social Security Analysis for Singles!.
When To Take Social Security and Invest the Proceeds.
Should Karen Take Social Security at 62? (Part 1).
Social Security and Right Capital.
Is Mz. Tweety(47) On Track For Retirement?.
Kathy Makes $18k a Year. Can She Retire?.
The Flaw in Monte Carlo Simulations.
How An Income Annuity Saved Retirement (Case Study 2019).
No Income Annuity For Retirement Needed After All!.
The BEST Retirement Calculator I've Seen (Just incredible!).
Retirement Planning: New Tools To Help.
Should Robin Take the Pension?.
Year-End Tax Planning 2019 (Part 1).
Year-End Tax Planning 2019 (Part 2).
AWESOME Right Capital Updates! (Love This!).
Reverse Mortgage In Right Capital Retirement Software.
Rates Of Return Assumptions & YOUR Retirement Plan.
Why I'm Increasing My Medicare Annual Cost Increases in Right Capital Software.
Why I'm Increasing My Medicare Annual Cost Increases in Right Capital Software.
SubscribeStar LiveStream - HUGE Right Capital Updates.
Right Capital Retirement Planning Software LiveStream.
The Best Financial Planning Spreadsheets...EVER!.
This Is The Best Social Security Calculator I've Seen.
Update on The Best Social Security Calculator I've Seen.
Why You Need A Schwab Account.
You Need to Know THIS ONE THING About Your Retirement Plan.
Schwab's Complimentary Financial Planning Tool (Good Stuff!).
Schwab Intelligent Portfolio One Year Later.
Portfolio Visualizer One of The Best Retirement Tools Out There.