Boldin's NEW Beta Feature: Is "View Full Plan" A Game Changer?
Boldin's NEW Beta Feature: Is "View Full Plan" A Game Changer? In this video, David provides an overview of Boldin's new beta feature called View Full Plan. Rather than being a traditional deep dive, this "walk and talk" serves as an introductory look at a feature that is still evolving. David explains that the intent of "View Full Plan" is to function as a one-stop shop displaying all critical information regarding a retirement plan in a single, comprehensive space. Crucially, the tool leverages artificial intelligence to dynamically generate customized analyses and scenario-specific data, ensuring every user's report looks uniquely tailored to their specific inputs. David walks viewers through the user interface, demonstrating how to toggle between future and today’s dollars, evaluate net worth statistics, and read AI summaries. The report is organized into two primary pillars: Wealth Year-by-Year (the outputs showing asset projections, cash flow, and detailed tax charts) and Plan Assumptions (the inputs covering assets, liabilities, income flows, detailed budgeting, and healthcare rates). Throughout the tour, David highlights the value of the AI dialogue assistant—particularly for identifying tax-optimized Roth conversion windows and assessing Medicare choices. He closes by encouraging users to turn on the beta option in their account settings, test the feature, and submit active feedback to the Boldin development team. Key Timestamps: 0:00 - Introduction to the "View Full Plan" Beta Feature 1:07 - How to Turn on the Beta in Account Settings 1:40 - The Intent and Overview of "View Full Plan" 3:14 - Walkthrough: Interface and Menu Navigation 8:43 - Chance of Success & Monte Carlo Analysis 9:10 - Current Net Worth Breakdown (Assets & Debts) 10:34 - Savings (Balances, Contributions, Returns, Withdrawals) 11:35 - Projected Cash Flow Table & Graph 12:07 - Income and Expenses Breakdowns 13:07 - Comprehensive Taxes Section & Tables 15:44 - Plan Assumptions Breakdown (Estate Planning, Assets, Debts) 17:51 - Income Sources (Social Security, Pensions, Passive Income) 18:21 - Money Flows (Contributions, Surpluses, Withdrawal Strategy) 19:19 - Detailed Budgeter and Copying Line Item Data 20:30 - Medical and Medicare Expense Estimates via AI 21:25 - Growth, Inflation, and Appreciation Rates 21:42 - Toggles Section (Rate Assumptions & Strategies) 22:11 - Closing Thoughts, Feedback, and Outro
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