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 2

• Quick Start Guide - MaxiFi Settings & Assumptions
• 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 17

• Economics-Based Financial Planning -- Larry Kotlikoff's Presentation to Wade Pfau's Retirement Income Institute
• Comparing Maxifi Economics Based Planning and Conventional Financial Planning with Rob Berger
• MaxiFi's Full Risk Investing Lets You See the Good, Bad, and Ugly from Risky Investing
• Finding the Holy Grail for Investors -- MaxiFi Planner's Upside Investing
• Kevin Esler is Back with an Improved Version of TipsLadder.com

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Larry's Substack Articles 37

• Conventional Planning Doesn't Get the First Thing Right About Investing -- Assessing Risk
• Economics-Based vs Conventional Financial Planning
• This Is Not Your Grandfather's Investment Advice
• How to Invest? Let Economics, Not Wall Street, Be Your Guide
• Why Delaying Your Social Security Benefits Almost Always Makes Total Sense

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