financial planning tools

In today's podcast we cover three topics:

1. The 4% Rule: Just how realistic is the 4% rule for most retirees? I have my doubts, and will briefly discuss an alternative called the Spend Safely in Retirement Strategy.
2. Financial Planning Tools: We'll look at three of my favorite financial planning tools.
3. Finally, we'll cover what I think is an optimal credit card rewards strategy.

• FICalcApp: https://ficalc.app/
• 2% Cash Back Credit Cards: https://www.allcards.com/best-2-cash-back-credit-cards/
• Empower: https://go.robberger.com/empower/yt-dr367
• ProjectionLab: https://go.robberger.com/projectionlab/yt-dr367
• New Retirement: https://go.robberger.com/new-retirement/yt-dr367
• Spend Safely in Retirement Strategy Video: https://www.youtube.com/watch?v=aZJCHkvwvAU
• ProjectLab Video Review: https://www.youtube.com/watch?v=k0iEIfMxBEc
• New Retirement Video Review: https://www.youtube.com/watch?v=Ne56mF2xMeE&ab_channel=RobBerger
• Empower Video Review: https://www.youtube.com/watch?v=Ta3s61BJk1w&ab_channel=RobBerger

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The Dough Roller Money Podcast is a finance podcast for easy-to-understand advice on managing your money. How to make it, give it, save it, spend it, and invest it in a way that puts you in control of your money and makes it work for you. This fun, relatable and honest podcast shoots straight and helps people understand the big picture as well as the nuances of owning your finances. From retirement planning, best practices for saving, paying off debt, smart investing and so much more. You don’t have to be a financial expert to listen, but you can become one! Make sure you SUBSCRIBE so you won't miss any of our upcoming episodes! ➡️ https://bit.ly/DoughRollerYouTube #personalfinance #financetips #moneytips #financialliteracy #moneypodcast DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

atWork was the first cloud-based CRM system for Financial Advisers.  The software was developed for the first time in 1998, long before the cloud became a thing and when users struggled with dial-up modems and the cost of making a call instead of the data they used.

In this episode, we talk with Trevor Stacey, Director: Business Development for atWork to learn everything about the software and why they became so popular.

We discuss the humble beginnings and the growth they went through over the years.  Two and half years ago they embarked on a re-write of the entire system, culminating in version 6 of the software that will launch later in 2019.

The new enhancements and configurability of version 6 take the software's competitiveness to a new level.  And with over 7 000 users, they have no shortage in people helping to share their story and value offering.

Trevor tells us about their recent expansion internationally and how it came about and we talk in detail about their client portal functionality.

We also discuss the license fee structures and the training and support they provide to users.

If you are interested in talking to atWork or to book a demo, you can contact them on the information below:

Website                              www.atwork.co.za

atWORK                              information@work.za.com

atWORK                              0861 289675

LinkedIn                              www.linkedin.com/in/trevorstacey/ 

Email                                   trevor@work.za.com