Learning Center

Getting Started 7

• Getting Started
• Getting Started Video Series
• Finding Help
• Setting Up Your Family
• Importing Social Security History from SSA.gov

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Quick Start Video Guides 1

• Quick Start Guide - Roth Conversion Optimizer

Basic Concepts 11

• Two Approaches and Two Purposes to Planning (why be so cautious?)
• Maximizing Your Plan
• Today’s Dollars vs Nominal Dollars
• What is Fixed Spending?
• Discretionary Spending

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Understanding Reports 12

• Lifetime Balance Sheet
• Regular Asset Saving Plan Report
• Understanding Your Report
• Alternative Profiles and Comparison Reports
• Updating Your Data and Rerunning Your Base Plan

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Video Tutorials 11

• Roth Conversion Optimizer
• Roth Conversions
• MaxiFi Walkthrough
• Reading Reports
• The Retirement Date

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Larry's Podcasts 11

• Economics-Based Financial Planning -- Larry Kotlikoff's Presentation to Wade Pfau's Retirement Income Institute
• Former Airforce Pilots, Mark and Kara Brandt, Talk Landing their Finances With MaxiFi
• Using MaxiFi to do Estate Planning
• Kevin Esler is Back with an Improved Version of TipsLadder.com
• In Depth Conversation with Wade Pfau on Retirement Planning

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Larry's Substack Articles 30

• Use MaxiFi Planner to Produce an Actual Retirement Smile, Not a Bad Guess or a Grimace
• Let MaxiFi Raise Your Estate for Free!
• Beware of AI's Social Security "Advice"
• Genuine versus Artificial Intelligence
• Why AI Can't Get Real Financial Planning Right

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