Tutorial
The Retirement Planner by RetireSoft provides a simple new approach to retirement income planning. The video below is a series of 15 tutorials that demonstrate the software and teach how to use it. These tutorials can be viewed sequentially as a playlist (46 minutes) or individually by topic (about 2 to 5 minutes each).
“I'm impressed with this tool.” ~ Rick L.
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*The Retirement Planner is only $99.00 first year with
$49.00 annual renewals
1
Intro & Theory Underpinning The Retirement Planner by RetireSoft
Length: 4:22
9
Additions (Subtractions) - Case 1 - Spouses Retire in Different Years
Length: 1:53
2
Using Excel's Zoom Feature to Rightsize Your Desktop View
Length: 1:17
10
Additions (Subtractions) - Case 2 - Social Security Claiming Strategy
Length: 3:48
3
Entering Data Into The Retirement Planner
Length: 2:37
11
Unprotected Cells
Length: 2:24
4
Basic Methodology Including the Pivot Age
Length: 4:30
12
Younger Clients - Using Freeze Panes and Hiding Columns
Length: 3:04
5
Saving and Retrieving Data
Length: 2:46
13
How Long Will My Money Last? - Intro & Fixed Constant Returns
Length: 5:16
6
The Graph
Length: 3:08
14
How Long Will My Money Last? - Historical Capital Market Returns and Inflation
Length: 2:10
7
Social Security
Length: 3:20
15
How Long Will My Money Last? - Monte Carlo Simulations
Length: 2:50
8
Modifying the Success Probability Table
Length: 2:32