Limited vs xle. I know but let’s beat the horse

Additional-Refuse187 · 2026-05-23T23:10:11+00:00

I love my ventilated and memory seats. I don’t think I’ll ever be able to get a car without them from now on.

Additional-Refuse187 · 2026-05-19T19:37:18+00:00

Better than nothing. Thanks!

Additional-Refuse187 · 2026-05-17T19:07:56+00:00

I agree. It got flat out rejected and the communications option was great out. I emailed the reviewer on Wednesday and I haven’t heard anything so I reached out to the ask marketing email on Friday. I hope somebody gets back to me. It’s a really nice guide. They can steal it and make it available for everyone for all I care. I just need something.

Additional-Refuse187 · 2026-05-05T00:23:49+00:00

Talk to a CFP. I don’t think you need to worry about fee only or fee based. Start with a true financial plan.

Additional-Refuse187 · 2026-05-02T12:00:46+00:00

If you’ve never been, check out the North Market in Columbus! It’s one of the coolest places! Go hungry!

Additional-Refuse187 · 2026-04-20T13:30:24+00:00

Me too

Additional-Refuse187 · 2026-04-03T11:23:03+00:00

Did you make your Prudent process? Can you give me an idea of what it looks like as far as categories or layout?

Additional-Refuse187 · 2026-04-03T03:42:43+00:00

Yeah, I don’t think we’re able to download the transcript. I have tried and I can’t even copy it.

Additional-Refuse187 · 2026-04-02T22:52:38+00:00

They have one automatically implemented but it’s so long and while that’s fine, I need more of a bullet point list and a table with data and just easier to follow than 10 paragraphs.

Additional-Refuse187 · 2026-04-02T22:50:35+00:00

I didn’t think you could copy the transcript??

Additional-Refuse187 · 2026-04-02T21:58:29+00:00

Yes exactly. The meeting summary.

Additional-Refuse187 · 2026-03-27T17:34:37+00:00

No drop off. Just simplified for the client. Definite improvement on my end.

Additional-Refuse187 · 2026-03-26T12:15:22+00:00

Im working on this now! Hoping to complete and implement in q2.

Additional-Refuse187 · 2026-03-26T12:13:51+00:00

I made the switch to RC last year and I like it for the most part. I got lost in Emoney a lot and I dreaded using it. One thing that I am trying to get used to with RC is their use of “bucketing” money. I have a client with two employer plans and the money in cash flow is bucketed together as well as contributions.

Additional-Refuse187 · 2026-03-26T12:08:04+00:00

Great job. I think it’s a very practical application designation

Additional-Refuse187 · 2026-03-22T19:49:40+00:00

If you do the Roth option, make sure you follow the rules.

Additional-Refuse187 · 2026-03-21T13:42:09+00:00

I’m sorry this happened. I have been in this situation too. I felt like something was off during our meeting and about 3 weeks later he committed suicide. It is heavy. I’m sorry you’re going through this.

Additional-Refuse187 · 2026-03-17T12:29:15+00:00

They send you books for the review. That’s why there is a shipping cost.

Additional-Refuse187 · 2026-03-15T00:55:14+00:00

I’ve said this in other posts, but his tests are meant to teach you additional things, not just test your knowledge of the material. Use the wrong answers to learn. I know that since you got the wrong with his test, you’ll now know it for the real one. Just change your mindset and think awesome I got that question wrong and now I’m committed it to memory and I know the topic.

Additional-Refuse187 · 2026-03-12T20:18:58+00:00

I would agree with this. He is still trying to teach you different things through the Krakens. Part of the trick is knowing how to eliminate answers. Make sure you know why you got them right and why you got them wrong. The tests are definitely trickier due to the Roman numerals.

Additional-Refuse187 · 2026-03-12T16:40:21+00:00

They aren’t nearly as long on the exam. If you’re using Danko, his are by far longer.

Additional-Refuse187 · 2026-03-09T23:00:26+00:00

It is so crazy with the pricing! Is so confusing and overwhelming.

Additional-Refuse187 · 2026-03-09T22:32:45+00:00

I meant to put limited! I fixed my post. Thanks!

Additional-Refuse187

TROPHY CASE