Case Study
 Video: Case Study Video Transcript hello everyone I'm going to review a 0:09 couple of case studies it's actually the 0:12 same couple at two different phases in 0:14 their life and then show how you can 0:17 model that sort of thing uh easily for 0:19 clients so we have ai and Shireen 55 and 0:24 51 retiring in 12 years uh they have 0:28 some ass...
How to Add a Custom Logo or Custom Disclosure to Reports
Follow the steps below to add a custom logo or a custom disclosure to your Income Lab reports.  Click Settings at the top of the screen   Then select Customization Settings Here, you can add a Firm Logo, upload disclosure documents, and customize disclosure language.  ...
Holistiplan + Income Lab: Differentiating Your Practice with Ryan Townsley (Part 2 of 2)
This webinar is part 2 of 2 Clients today are expecting more from their advisors, especially when it comes to saving money on taxes, both now and in the future during retirement. This webinar is a discussion with Ryan Townsley, CFP®, RICP®, CPWA® of Town Capital, Income Lab’s Justin Fitzpatrick, PhD, CFA, CFP®, and Holistiplan’s Laura Beaulieu, to l...
Report Center
Watch the tutorial video below to learn how to set up templates and create reports.  Video: Report Center Tutorial Video Transcript welcome this video will walk you through 0:03 how to create a report here in incom 0:05 laab from the households homepage 0:07 dashboard here at the top you'll see the 0:10 reports 0:11 tab here you'll see the Creator ...
Regret and Planning for Age-Based Spending
 Video: Regret and Planning for Age-Based Spending Video Transcript financial advisers know that many 0:06 retirees will reach a point we call the 0:09 regret Zone regret comes from not living 0:12 the life you can afford why does that 0:15 happen one reason is that people may 0:18 focus on success and failure in 0:21 retirement that's a truly terr...
Big Problems with Probability of Success in Retirement Planning
 Video: Big Problems with Probability of Success in Retirement Planning Video Transcript when you retire the main question is how 0:02 much can I 0:03 spend financial advisers often approach 0:06 this question by analyzing a wide range 0:09 of ways life could go investment returns 0:12 could be good or bad inflation could be 0:15 high or low or any...
Presenting Income Lab to Clients Panel Discussion - February 2023
 Video: Presenting Income Lab to Clients Panel Discussion Webinar Transcript we are expecting a nice group today 0:37 we'll get started at about three after the hour and go from there 1:16 just 1:27 ice 2:18 well good morning everyone and thank you for joining our first panel webinar uh 2:23 we'll be discussing presenting income lab to your clients...
A Mock Meeting with Income Lab: Advisor Panel Discussion - July 2023
Hear how a panel of your peers uses Income Lab with their clients. Featuring: Beth Ann Johnson, CEPA, Eric Rabbanian, CFP®, CIMA®, CPWA® Derek Tharp, Ph.D., CFP®, CLU®, RICP® Justin Fitzpatrick, PhD, CFA, CFP® Video: Retirement Income Intel Advisor Panel Discussion Webinar Transcript thank you Taylor uh and welcome everybody I want to thank our pan...
Presenting Income Lab to Clients Panel Discussion - April 2023
One of our most requested topics is here! Hear how a panel of your peers uses Income Lab with their clients. Â Video: Presenting Income Lab to Clients Panel Discussion Webinar Transcript welcome everyone we are going to give our attendees a few moments to join and 0:11 then we'll get started we have uh some amazing panelists here with us today and J...
How advisors are using Income Lab with their clients Panel Discussion - November 2023
One of our most requested topics is here! Hear how a panel of your peers use Income Lab with their clients. Â Video: How advisors are using Income Lab with their clients Panel Discussion Webinar Transcript all right Welcome to our webinar today retirement income Intel how advisers are 0:09 using income lab with their clients we have three panelists ...
How advisors are using Life Hub with their clients
 [Webinar Video] Retirement Income Intel: How advisors are using Life Hub with their clients Panel Discussion  Webinar Transcript welcome everyone we'll give everyone just a another minute to join in this is 0:09 a a panel webinar that we have today it's one of our hot topics uh everyone 0:14 every time we have a panelist webinar uh it is one of o...
Growing your business with Income Lab Panel Discussion
 Video: Growing your business with Income Lab Webinar Transcript foreign 0:39 we'll get going here in just a couple of minutes folks so we got a bunch of people joining 1:18 hey Justin Hey Taylor hi I'm malcoli today because 1:24 I was we had a little glitch so everyone called me probably no I'm 1:30 kidding well nice to see everyone hello good to ...