Video Tutorials

MaxiFi Walkthrough
MaxiFi Walkthrough A general overview of MaxiFi Planner.
Sat, 12 Sep, 2020 at 2:30 PM
Roth Conversions
Learn how to model a Roth conversion. MaxiFi will allow you to compare two or more IRA to Roth conversion strategies that you create and show you the ...
Thu, 12 Jan, 2023 at 6:26 PM
Alternative Profiles
Alternative Profiles Discover the power of alternative profiles while using MaxiFi. Alternative Profiles are linked to the Base Profile. If you make a chan...
Tue, 29 Nov, 2022 at 8:49 PM
Reading Reports
Sat, 22 Jan, 2022 at 10:46 AM
Progress Tracker
An introduction to using Progress Tracker to track annual income and spending.
Thu, 25 Jun, 2020 at 9:16 AM
Living Standard Monte Carlo
Living Standard Monte Carlo (aka, Full Risk Investing) is available in Premium and Professional versions of MaxiFi. It allows you to see how much risk your ...
Mon, 15 May, 2023 at 10:07 AM
Understanding Cash Constraint
Understanding and Addressing Cash Constraint An introduction to cash constraint in your plan and how to fix it.
Wed, 23 Sep, 2020 at 4:48 PM
Understanding Real vs Nominal Dollars
An introduction to real vs nominal with examples.
Wed, 24 Jun, 2020 at 9:57 AM
Creating custom Monte Carlo assets and managing strategies
Learn how to add assets and manage investment strategies.
Mon, 17 Aug, 2020 at 9:42 AM
The Retirement Date
Retire early or work longer using the retirement date setting. 
Sat, 6 May, 2023 at 9:31 AM