Video Tutorials

These are short videos to learn about features in My Plan

Michelle Dash avatar Davorin Robison avatar Nancy Gates avatar
29 articles in this collection
Written by Michelle Dash, Davorin Robison, and Nancy Gates
Get Started

Get Started Series #1: Tour

This video shows a quick overall tour of the PlannerPlus site and its features.
Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

Get Started Series #2: Dashboard

This video shows an overview of the features found on your Dashboard.
Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

Get Started Series #3: Operations, Profile and Goals

This video shows an overview of your assumption settings and the Profile and Goals section.
Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

Get Started Series #4: Accounts and Assets

This video shows an overview of the Accounts and Assets section.
Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

Get Started Series #5: Home, Real Estate and Debt

This video shows an overview of the Home and Real Estate and Debt sections.
Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

Get Started Series #6: Income

This video shows an overview of the Income section.
Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

Get Started Series #7: Recurring Expenses

This video shows an overview of the recurring expenses information in the Expenses and Healthcare section.
Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

Get Started Series #8: Medical Expenses

This video shows an overview of the medical expenses information in the Expenses and Healthcare section.
Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

Get Started Series #9: MoneyFlows and Customizing Your Withdrawal Strategy

This video shows an overview of the Money Flows section and how to customize your withdrawal strategy.
Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

Get Started Series #10: Insights

This video shows an overview of the Insights section and all the features it offers.
Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

Get Started Series #11: Social Security Explorer

This video shows an overview of how to use the Social Security Explorer feature in the Explorer section.
Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

Get Started Series #12: Roth Conversion Explorer

This video shows an overview of how to use the Roth Conversion Explorer feature in the Explorer section.
Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

Get Started Series #13: Scenarios

This video shows an overview of how to create up to 5 different plan scenarios.
Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago