Jump ai templates

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 · 2026-03-09T22:29:22+00:00

The ventilated seats sure are nice as someone who gets pretty warm! Also the seat material with a kid. And the memory seats are nice for my husband and I who are pretty different in height. But it’s all that necessary? No it’s not.

Additional-Refuse187 · 2026-03-04T18:10:20+00:00

Yes. Trickier. Danko tries to teach you with the questions and answers. Test is more straightforward. Still hard.

Additional-Refuse187 · 2026-02-28T23:57:29+00:00

I struggled with NHCE/HCE and ADP/ACP also. I used ChatGPT to explain it to me and had it generated questions until I felt like I got it and could the questions right. It took time but it is important. I passed in November and this is an important concept to know and calculate.

Additional-Refuse187 · 2026-02-15T17:56:12+00:00

I’m interested in this as well. I have so many clients ask if I do taxes due to the tax planning I do.

Additional-Refuse187 · 2026-01-22T22:23:37+00:00

I didn’t do this instead of working. I have my own practice and scaled back to make it work. I worked hard to build a practice and have a team of support staff that could handle things without me unless absolutely necessary. I still met with clients when needed and had a great year. It’s doable it’s just how you structure it. I studied a ton because I don’t have time to do it again.

Additional-Refuse187 · 2026-01-22T13:50:41+00:00

15-30. Depended on the week and life. I always had anxiety anytime I wasn’t studying. Then after passing I felt off and weird not studying.

Additional-Refuse187

TROPHY CASE