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Financial Planning Software…Smoke and Mirrors
Manage episode 446509714 series 3571300
Nội dung được cung cấp bởi Jeff Harrell | Are You FI. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Jeff Harrell | Are You FI hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
This episode highlights the shortcomings of one of the most popular benefits touted by the financial services industry: financial planning software. Jeff Harrell shares his experience with how advisors use this tool in practice, as well as how DIY investors can gain access to similar features at a fraction of the cost.
Jeff will arm you with the knowledge of just how useful—or not—these applications could be in your situation. Understanding the sensitivity of the variables and wide range of outcomes they can project will allow you to be better informed when evaluating the output.
The episode concludes with a balanced look at the real value of financial planning software and unbiased recommendations for a couple DIY solutions.
(Season 2 Episode 9)
Resources Mentioned in Episode:
- OnTrajectory – retirement planning software for regular people
- Projection Lab – modern financial & retirement planning tools
Other Episode Mentioned:
Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com
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