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as a huge thank you for 100,000 subscribers which still blows me away I want to do a video today which breaks down the key fundamental pieces that you need to make sure you have in your retirement plan so were going to go through the financial planning software now Im going to do a full plan build here Im going to break it into Snippets obviously a full plan build takes us many hours to do but I want to highlight the key point so that when you meet with your financial planner you make sure that these same points are built into your plan things that youre not thinking about things how to look at it so lets jump into the software and see how this works so depending on what type of software your planner is using we use snap projections we like it we feel like comes down to like a 5ft level gives us a detail that we want but obviously you see along the left hand side here we have your general information any additional expenses you want to have in there um any incomes that you have so
