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Financial Workshop - Shared screen with speaker view
Brenda Holling
52:21
Are the people listed actual dependents or if it just lists them as older children
Sarah Snider
57:06
Brenda - the system will accept a variety of inputs for family members, but is not specific to 'dependents'. In other words, adding your older children is fine and will not affect the planning as if they were dependents. Does that answer your question?
Brenda Holling
57:22
Yes - thank you!!
Lisa Knoop
58:31
Please have speaker repeat questions as you cannot hear what others are saying. Thanks.
Ashley Picklo
59:05
Will do, thank you Lisa!
Brenda Holling
01:00:34
My bank doesn't link. Do I have to add manually or is there something else I need to do to link it?
Sarah Snider
01:01:43
The links can be a bit tricky; we'll have the speaker touch on that for everyone soon.
Sarah Snider
01:05:11
Just to follow up on issues with account linking - feel free to reach out to Doug with issues. We can work with you to get them connected.
Brenda Holling
01:05:33
Thanks so much - I will connect with Doug.
Brenda Holling
01:07:46
Natasha asks - what is the advantage of this software vs. Mint.com?
Sarah Snider
01:11:43
If you are using something that already works for budgeting, you don't need to utilize the spending/budgeting tool. You can simply pull your expense from Mint and upload them as a static number. The only benefit of using this as opposed to another budgeting tool would be having all the information in one place. This site is especially powerful for financial planning, so the more info it holds on you, the better.
Sarah Snider
01:12:43
To use the site like an app, save the URL to your homescreen.
Brenda Holling
01:14:22
From Alvin - What ensures the security of this data now and after we stop working for the foundation?
Ashley Picklo
01:16:50
Great question Alvin. We will have Doug touch on this near the end.
Brenda Holling
01:29:16
Does WKKF staff members have access to Doug to assist with this tool 1:1 in the future? Is this part of his contract?
Ashley Picklo
01:32:59
I will be including this sheet Doug is references in the Vine post with the recorded video so you all can have this.
Brenda Holling
01:33:11
Can you send us the sheet "What Keeps You Up At Night?"
Ashley Picklo
01:33:20
We will answer your other questions shortly
Matthew Shellenberger
01:44:41
Do they/we have access to tax specialists?
Sarah Snider
01:48:25
To answer for Doug and I, we merely recommend tax specialists to our clients that we work with and trust. Our particular contacts are local to Michigan, however.
Ashley Picklo
01:52:42
Thank you all for joining! We will be posting the recording as well as the worksheet and additional contact information on the Vine in the next few days. Email myself or Doug with any questions!