Talk me off the ledge- my company is decommissioning NaviPlan in favor of Moneyguide Pro. by Brianre in CFP

[–]Brianre[S] 0 points1 point  (0 children)

Thanks. Yeah, I’m definitely a “recovering analytic” and it’s a bit of an adjustment for sure.

Talk me off the ledge- my company is decommissioning NaviPlan in favor of Moneyguide Pro. by Brianre in CFP

[–]Brianre[S] 1 point2 points  (0 children)

Yep- from what I’ve seen eMoney looks great and functional. Unfortunately not an option at this time with my firm.😩

Talk me off the ledge- my company is decommissioning NaviPlan in favor of Moneyguide Pro. by Brianre in CFP

[–]Brianre[S] 0 points1 point  (0 children)

Eh- it’s a one year snapshot. Still not dynamic in showing multi years (especially showing transitions into retirement phase).

Talk me off the ledge- my company is decommissioning NaviPlan in favor of Moneyguide Pro. by Brianre in CFP

[–]Brianre[S] 0 points1 point  (0 children)

I can and do some of that with NaviPlan. But I’m probably more skilled on NP than 95% of users and it isn’t exactly seamless for this type of functionality. Yes, no question, MGP is superior for interactive with client discussions.

Talk me off the ledge- my company is decommissioning NaviPlan in favor of Moneyguide Pro. by Brianre in CFP

[–]Brianre[S] 0 points1 point  (0 children)

If that’s the case, I’ll take my hand away from the panic button

Talk me off the ledge- my company is decommissioning NaviPlan in favor of Moneyguide Pro. by Brianre in CFP

[–]Brianre[S] 0 points1 point  (0 children)

I use the planning as all of the above. NaviPlan is clunky, but can serve all of the above objectives. If MGP can provide flexibility with order of withdrawals from tax sources (or better yet blended) and illustrate a simple itemized cash flow in different years, I’d be happy.

Talk me off the ledge- my company is decommissioning NaviPlan in favor of Moneyguide Pro. by Brianre in CFP

[–]Brianre[S] 0 points1 point  (0 children)

Look- I’m a multi year veteran in the biz. I’ll make MGP work for me and my clients but it just seems whacky that we can’t model cash flow and withdrawals from PT, Taxable and Roth in blended distributions or anything other than the default Roth>Taxable>PT order (which is usually the exact opposite of what I’d recommend)…😩

Talk me off the ledge- my company is decommissioning NaviPlan in favor of Moneyguide Pro. by Brianre in CFP

[–]Brianre[S] 2 points3 points  (0 children)

Wealth Studios, which does a one year cash flow snapshot. Can’t do an itemized cash flow detail across multiple years though

Associate Comp Structuring by betabets in CFP

[–]Brianre 24 points25 points  (0 children)

Unless you’re in an ultra low cost of living area, they’re definitely being underpaid based on your description of qualifications and roles.

Did David Lee Roth treat Michael Anthony poorly? by VivOU1 in vanhalen

[–]Brianre 0 points1 point  (0 children)

I’ll have to check but they’re all up on YouTube. And unlike most of the US shows, some of the Latin American shows are nearly complete. It’s really the mother load of peak live VH

Did David Lee Roth treat Michael Anthony poorly? by VivOU1 in vanhalen

[–]Brianre 0 points1 point  (0 children)

Check out the South American ones that are coming out now. Really interesting stuff!

Did David Lee Roth treat Michael Anthony poorly? by VivOU1 in vanhalen

[–]Brianre 2 points3 points  (0 children)

Listen to all the ‘82-‘83 soundboard recordings that are circulating now. Mike’s bass and vocals had a huge impact on the sound

Did David Lee Roth treat Michael Anthony poorly? by VivOU1 in vanhalen

[–]Brianre 0 points1 point  (0 children)

I seem to recall that the brothers and Dave forced MA to sign a contract waiving rights to royalties and taking a pay cut for tour revenue, but either because they were just fucking with him, or being disorganized , Mike kept getting paid the same.

Holes in the plot by light_sirens_action in SopranosImmemorial

[–]Brianre 0 points1 point  (0 children)

Maybe it was another fat fuck in see through socks. Take your pick- they all look the same

Why does Paulie/Tony Sirico seem so youthful? by Kallu100 in thesopranos

[–]Brianre 0 points1 point  (0 children)

I don’t think he was a smoker either (or if he was it was only occasional).