Episode
Getting Started With Retirement Analyzer
- Podcast
- The What If Show
- Published
- Apr 17, 2026
- Duration seconds
- 2476
- Processing state
not_requested
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Summary
You just downloaded Retirement Analyzer . You clicked the icon. Now what? In this episode, Brooke Thomas and Steve Goldstein walk you through everything you need to know to get started — fast, confident, and with zero anxiety. This is your new user's roadmap for the first 30 days with Retirement Analyzer. From the very first session to your first real client appointment, Brooke and Steve break down the exact steps that turn brand new users into confident RA advisors — and reveal the full support and training ecosystem that Thomas Gold has built to make sure you never feel stuck or alone. Plus, don't miss this episode's RETIREMENT BS segment, where we call out one of the most dangerous myths in financial planning: "I don't need to update my plan... I just did it last year." In this episode, you'll learn: The single most important thing to do in your very first RA session How to walk through the software tabs (and why Tabs 1, 2, and 3 are all you really need to start) Why the Thomas Gold Power Line is unlike any support you've ever experienced from a software company How the team's support staff have insurance licenses and Series 65 credentials — and what that means for you What the Thomas Gold Bootcamp is really like (80 advisors, 16 hours, breakfast and lunch included) Why the RA advisor community has shifted from competition to collaboration — and how that benefits you The #1 mistake new advisors make in their first client session with RA (and exactly how to avoid it) What the first "wow moment" with Retirement Analyzer actually feels like Chapters: 00:00 — Cold Open: What If You Could Retire With Confidence? 01:00 — Welcome & Introductions (Fully Caffeinated Edition) 02:00 — The First Session: You Clicked the Icon. Now What? 03:15 — Pro Tip #1: Run It On Yourself…