AdviceTech Podcast #44 – Retiremap – Time-codes

0:00 – Intro
6:54 – Competing with the time-consuming and error-prone tax planning process.
9:46 – Who is the primary user of Retiremap?
12:52 – The onboarding process.
16:11 – The importance of clients being engaged in the process.
22:37 – Integration with other tools.
26:53 – Features and elements that are surprising people.
32:03 – The future of Retiremap.
38:17 – Peita’s thoughts on Retiremap.