Retirement Planning with Maxifi and Larry Kotlikoff

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#retirement #investing #robberger
0:00 Intro
1:19 Is Inflation coming?
7:37 How is Maxifi different?
14:35 Cash flow constraint
16:29 Monte Carlo simulations/Discretionary spending
20:07 Maximize Options/7 different tax reduction aspects
33:11 How to trust it
37:08 Social Security
42:54 Roth Conversions/Life Expectancy
48:26 Real and Nominal numbers
50:33 IRA Roth Conversions
53:23 Taxes paid from taxable account
55:13 Own benefits vs Survivor benefits
59:47 Special expenses
1:03:47 QCDs
1:05:57 A final warning
1:07:09 Announcements

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. I've since sold my websites, bought them back, and started a new website and this YouTube channel.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

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