Videos

Walkthroughs, demos, and deep dives

Short videos showing each app in action, plus how-tos for the Excel/Sheets add-in. Our first videos are in production.

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First videos coming soon

We're recording walkthroughs of the retirement planners and a "getting started" guide for the Excel/Sheets add-in. Want a heads-up when they're live?

Planned

What's on the roadmap

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Retirement Planner walkthrough

A full run-through of the guided wizard, from first question to the downloadable PDF report.

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Retirement Planner Pro deep dive

Couples mode, Roth conversion ladders, RMDs, and stress testing — a tour of every lever.

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PyExcelAI getting started

Installing the add-in and running your first =PYAI() formula in Excel and Google Sheets.