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 First

05:00 — Walking the Tabs: Income, Assets, Expenses — and the Red Line

06:15 — The Thomas Gold Power Line: We Actually Answer the Phone

08:00 — The Most Common "I'm Stuck" Calls From New Users

09:00 — Steve Takes a Support Call From Costco on a Saturday Morning

11:00 — Your Support Team Are Financial Coaches (With Licenses to Prove It)

13:00 — The Full Training Ecosystem at Thomas Gold

14:15 — Live Daily Training Sessions: Bring Your File, Bring Your Questions

15:00 — 150 Videos Inside the Software (And Steve's Famous Outtake)

17:00 — The Bootcamp Experience: 80 Advisors, 16 Hours, A to Z

19:00 — Thomas Gold Talk: Community, Collaboration, and Study Groups

21:00 — Zero to Hero: What Explosive Growth Looks Like in RA

23:30 — Rising Tide: Why RA Advisors Share Instead of Compete

25:00 — Your First Client: Paper Fact Finders, Client Portal & More

26:00 — Garbage In, Garbage Out: Getting Your Data Right

27:30 — Run RA on Every Client — Regardless of Age or Net Worth

28:00 — The Education-First Mindset That Eliminates Objections

30:30 — The #1 Mistake New Advisors Make (And How to Avoid It)

33:30 — The First "Wow Moment": Watching the Red Line Disappear

35:00 — Conservative Rates Are Your Best Friend

36:00 — 🚨 RETIREMENT BS: "I Don't Need to Update My Plan — I Just Did It Last Year"

39:00 — How to Start Your Free Trial of Retirement Analyzer

40:00 — Audience Challenge + Next Episode Preview