Roger is on vacation this week, but we want to provide a quick episode where we review two software programs that we've found to be helpful in our respective firms.

Remember on Reading Rainbow when kids would review books then finish with the catchphrase, "But don't take my word for it!"? Well this is the adult financial planning version of that. But without books. Or LeVar Burton. Or rainbows.

What we talked about in this episode:

We wanted to put that awesome Reading Rainbow sound after each review, but chose not to due to a combination of laziness and copyright concerns. Instead, we'll link to some guy's website who evidently has no such worries: Da Da Dah!