Webull's new "Plans" feature is SO promising, but unfortunately it's not ready yet. This video is about why the service has amazing potential to help streamline the annoying process of setting and reaching mid-to-long term goals, but also why Webull Plans isn't the best way to do that yet. 📗Easily learn all the essentials of stock market investing in a single afternoon: https://brendan-s-site-0fd7.thinkific.com/courses/Investing 📊Get 2-12 free stocks with WeBull after you make your first deposit! (The best app for getting free stocks. Remember, you MUST link your bank account or you get no free stocks!) https://www.webull.com/k/BrendanEvan (This is an affiliate link which means if you sign up for Webull I will also get free stocks at no extra cost to you. Thank you for your support!) ⏱Handy Timeline: 0:00 Intro 0:28 Why this "should" be great 1:48 Example Plan 1- Racecar savings 5:09 Change they need to make 1 5:39 Example Plan 2- Emergency Fund 6:58 All about Robo advisor? 7:16 Example 3- Retirement Savings 8:58 Change they need to make 2 10:30 What this service SHOULD do for us 13:05 Disappointed 14:30 Where is their methodology? 15:15 Spreadsheet to unpack what they are claiming 17:14 What about taxes? 18:30 2 Reasons for their projections 20:04 Overall 21:14 Easy changes to make to fix this tool 23:15 Secrets or your opinions 23:40 Webull Lite video ⧉Join this channel to get access to perks: https://www.youtube.com/channel/UCVaO3-9dDkesDFAFrvqvcFg/join #BrendanEvan Disclaimer: Any financial or investing-related topics discussed on this channel are not from a professional investment advisor and are not financial advice for you. This is for entertainment and inspirational purposes only. My opinions are not reflective of the companies mentioned in the video. Also please know that many of the links I have in video descriptions like this one are affiliate links which means I may be compensated by the company whom you do business with at no extra expense to you. Thank you for your support! Digital Products I made for you: Relationship Money Plan: https://brendanevan.gumroad.com/l/RelationshipMoneyPlan Net Worth Tracker: https://brendanevan.gumroad.com/l/ZCeXo Budgeting Spreadsheet: https://brendanevan.gumroad.com/l/BrendanBudget2022 New Investor Checklist: https://brendanevan.gumroad.com/l/InvestingChecklist Better Goal Template: https://brendanevan.gumroad.com/l/Goals Memento Mori Life Grid: https://brendanevan.gumroad.com/l/BFAM-MementoMori My Free Newsletter: https://brendanevan.substack.com/ My Early Retirement Projection Spreadsheet: https://brendanevan.gumroad.com/l/RetireEarly

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