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software
MoneyGuide
Last discussed Nov 12, 2026
Goals-based financial planning software for advisors.
Recently discussed in
Helping Clients Who Want A Retirement They Can't Afford - Kitces & Carl Ep 203
Michael Kitces · Nov 12, 2026
What creators say
Michael Kitces
mentioned
Used for: Running Monte Carlo retirement projections for clients
vs: Used previously; now uses RightCapital
"So I put that into my planning software, MoneyGuide at the time, RightCapital these days."
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