#483 - What Retirement Planning Software Should I Use?

If you are thinking about retiring in the next few years you’re probably wondering what the best tools are to help you plan. Finding the right retirement planning software can not only help you plan retirement but help put your mind at ease so that you can Rock Retirement!

One listener asks my opinion on the best retirement software to use. If you are curious about my answer you’ll press play.

In this episode, you’ll also hear about the books I read in March, an interview with Steven Chen from the New Retirement Calculator, and learn the benefits of creating horizontal relationships.

Which retirement software should I use?

As a financial professional, I have a different perspective on retirement planning software than the layperson. However, I have had direct experience with a few pieces of financial software.

In my firm, I use Money Guide Pro Elite. This software has been around for a long time so the Monte Carlo scenarios it presents are robust and mature. Since I have used it for years, I understand the ins and outs and can navigate the complexities with confidence. This is also the software we now use in the Rock Retirement Club. since I’m so familiar with it I can help club members work with it in our Masterclass.

The New Retirement Planner Plus is another quality piece of software that may be better for nonfinancial professionals. Listen in to hear the interview with Steven Chen to discover how the New Retirement Calculator can help you plan to rock your retirement.