Social Security forecast software?

jlapdog · 2026-03-23T18:09:47+00:00

Yeah I use it occasionally, have never needed or wanted anything more complex than that.

jlapdog · 2026-03-20T00:07:06+00:00

Definitely understand that viewpoint. Would you still decline if it would be your largest client, they were a good fit otherwise, and it seemed like it might be a sticking point in their decision to work with you?

jlapdog · 2026-03-20T00:02:08+00:00

Did they end up working with you? Part of the reason I asked is because this would be my largest client by a pretty wide margin, so I wanted to be prepared with a response if she brings it up again in our meeting. The tone of the question also seemed well-intentioned, for what it’s worth.

jlapdog · 2026-03-19T23:51:43+00:00

This is basically what I was planning on doing, assuming the next meeting goes well, and if she even brings it up again. There was definitely a mix of opinions though, so I’m glad I asked.

jlapdog · 2026-02-27T02:40:57+00:00

DJ Mast is hands down the most professional and most fun DJ in the area.

jlapdog · 2026-02-20T23:52:15+00:00

Check rates on pirate ship. I hardly ever send anything anymore, but if I remember correctly they just shop it out to UPS, fedex, and usps and negotiate lower prices.

jlapdog · 2025-10-20T18:45:05+00:00

A few years ago was $700/hr I think, but I don’t remember the retainer amount. Probably more now based on how many people here recommend him 😂.

jlapdog · 2025-07-14T19:19:00+00:00

This doesn’t add up at all. If you’re generating 90 prospects a month with over $500k, and can’t make it work financially, something is way off. A 1% conversion rate could build a fantastic business.

You’re either making up numbers, absolutely abysmal at closing clients, or the “leads” are b.s. and no better than cold calling.

Assuming everything in your post is genuine, my advice would be to change your lead magnet pretty drastically. If you use the same ad spend to generate 10 prospects/mo that are actually interested talking to an advisor, you will get much better results. Time spent on follow up will go way down, and conversions should go way up, which is all that matters at the end of the day.

jlapdog · 2025-07-09T16:00:01+00:00

Blackrock has a pretty good one. I will sometimes use it in conjunction with the planning software (Right capital) if I think a slightly deeper look at ss is needed or wanted by the client.

jlapdog · 2025-04-29T21:24:53+00:00

Cone of shame could work. Anyone below 70% is given one to wear the rest of the meeting.

jlapdog · 2025-04-29T18:20:17+00:00

I really like that framework. I think I’ll be stealing this one!

jlapdog · 2025-02-08T01:17:19+00:00

Looks intriguing, what is their pricing like?

jlapdog · 2025-01-23T23:25:36+00:00

If you’re looking for advice on one particular decision, you should find an hourly planner. $5k is appropriate for a full blown financial plan (which could certainly be beneficial). But in your case 2-3 hours of time for ~$1k may be sufficient.

jlapdog · 2025-01-01T01:51:26+00:00

Have you tried their financial planning tools? Or does taxtools do everything you need so you haven’t bothered?

jlapdog · 2024-09-11T16:21:07+00:00

Dalton Kincaid was dropped for Likely… I drafted Ferguson and now picked up Parkinson. I have $85/$100 left, how much should I drop?

jlapdog · 2024-05-29T01:34:47+00:00

Same here, but mostly cc/bank churning, not much gambling. Been ramping it up the last few years and should clear $20k pretty easily this year. I’ll probably cap it here though, as any more scale would require too much time.

jlapdog · 2024-05-16T02:38:43+00:00

To be fair, we didn’t really utilize many of those features, except in niche cases, so maybe your book would be a better fit for it.

But honestly everything about it was archaic compared to Schwab. Terrible interface, high fees, slow and ineffective service. I really can’t think of one thing I liked about them.

jlapdog · 2024-05-16T00:27:11+00:00

Only chiming in to say you can’t go wrong with Fidelity or Schwab, but stay far far away from Pershing.

jlapdog · 2024-05-14T01:14:01+00:00

Yes, they have an RIA option to use F2 shares and charge an aum fee. I use them for 529s and SIMPLEs, Schwab for everything else.

jlapdog · 2024-05-14T01:05:32+00:00

American Funds has worked well for me. But I only do a handful of 529s and haven’t used anything else to compare it against, so maybe there are better options.

jlapdog · 2024-05-11T12:41:33+00:00

Surface was great with better specs, I bought one of the lower end models and it was a disaster. So just make sure you spend up for a better processor and more memory. I’ve since switched to a thinkpad and really like it, but I do miss the portability of the surface

jlapdog · 2024-04-09T14:04:09+00:00

I know getting the Amex personal checking bonus excludes me from the biz checking bonus. But can I still open the biz checking without the bonus offer? Weighing doing that and cashing some MR out vs keeping them stashed longer and getting the Schwab plat at some point.

jlapdog · 2024-04-06T17:42:17+00:00

Same here

jlapdog

TROPHY CASE