The BEST DIY Retirement Software? A CFP® Reviews New Retirement.
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YouTubeKevin Lum, CFP®
The BEST DIY Retirement Software? A CFP® Reviews New Retirement.
Free Strategy Session https://www.foundryfinancial.org/retirement-assessment *Boldin*: https://go.boldin.com/foundryfinancial In this episode, I compare retirement planning software RightCapital and New Retirement, focusing on their suitability for financial advisors and DIY investors respectively. I walk you through building a retirement plan ...
82.9K viewsJun 30, 2024
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