My name is Bob Goldberg, and I'm a certified financial planner, and I'd like to spend a few minutes talking to you about why I think MaxiFi is the best product on the market to help do-it-yourself investors and anybody looking to maximize their discretionary spending during retirement. I think the best time to start using a product such as MaxiFi is about 5 years out of retirement. At that point, you can make decisions about when to take Social Security? Should I be thinking about doing Roth conversions? When should I start taking money out of my retirement accounts? Well, MaxiFi, being an economics-based model, can help you drive to all of those decisions. Now, many of us in the financial industry believe that accumulating wealth is actually much easier than withdrawing your wealth from your retirement accounts. To accumulate wealth, you pick good, strong, Index funds, be properly diversified and invest and save at the right levels. Now, how do we take money out of our accounts and what is the best tax strategy to do it? Well, MaxiFi helps us model and come up with those answers. From developing a model on when you should take your Social Security? Should I be thinking about doing Roth conversions? When I should start taking money out of my retirement accounts? Those are all the decisions that MaxiFi will help you develop the right strategy for. So, I cannot think of a better product that individuals can use on their own. You do not need a financial advisor to run MaxiFi. So I strongly suggest folks pick it up. I use it. The MaxiFi team is out there to help you when you have any questions. Good luck! And I hope you have a long and healthy retirement.
