{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/5d858de8df0f4f0ab33ddf06156e23fe\" frameborder=\"0\" width=\"1394\" height=\"1045\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1045,"width":1394,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1045,"thumbnail_width":1394,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/5d858de8df0f4f0ab33ddf06156e23fe-dc7093bb9eaafe87-full.jpg","duration":141.066,"title":"Get Started Series 4: Accounts and Assets","description":"Hi everyone, in today's video, I introduced you to the Accounts and Assets section of the Planner. I emphasized the importance of entering each partner or spouse's account separately with clear descriptive names to enhance reportability and clarity as your plan grows. I shared Elaine and Jerry's financial setup, including their 401k with an 8.08% nominal return and three taxable accounts, highlighting their investment strategies and tax implications. Remember to model personal property accurately, as I did with their Airstream and Crosstrek. Please take action by ensuring your accounts are set up correctly for optimal planning."}