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 10

• 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
• Larry and Jay Abolofia Demo MaxiFi's Roth Conversion Optimizer

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Larry's Substack Articles 27

• Genuine versus Artificial Intelligence
• Why AI Can't Get Real Financial Planning Right
• Are You Budgeting To the Wrong Budget?
• Are You Investing Solely to Lose Money?
• The Cost of Charitable Giving Via QCDs May Be Much Lower than You Think

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