- FeaturesFeaturesHow it WorksUnderstand the MaxiFi features that help you build your lifetime planRoth Conversion OptimizerMaxiFi helps you optimize conversions and reduce taxesUse CasesHow can you put MaxiFi to use?Life Insurance Contingency PlanningGet peace of mind from life insurance recommendations tailored for youLiving Standard Monte CarloManage your living standard risk with confidence
- ServicesServicesOverviewChoose the right level of support for your plan and needsFlight CheckGet off the ground with comprehensive guidanceCo-PilotElevate your financial plan with one of MaxiFi’s certified financial plannersConcierge ServicePersonal, expert support to make the most of your financial plan
Flight Check ServiceAsk your questions and make sure your plan is ready for take off with a MaxiFi expertLearn More - ResourcesResources
- Why MaxiFiMaxiFiEconomics-Based PlanningHow MaxiFi's economics approach gives you a clear view of your financesCase StudiesReal stories about how MaxiFi helps users make smarter decisionsTestimonialsMaxiFi is trusted by households and experts for clarity and confidenceHow MaxiFi ComparesWith so many tools out there, how do you know MaxiFi is right for you?Press and ReviewsRead expert commentary and critical acclaim for MaxiFi
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- AboutCompanyOur VisionThe best person to take control of your financial future is youMedia ResourcesLogos, background information, and media contactsFounder and AdvisorsMeet Laurence Kotlikoff and the visionary MaxiFi teamAffiliate ProgramShare MaxiFi with your audience to help them take control of their financesCareersWhy working at MaxiFi is rewarding, empowering, and impactfulContactQuestions or feedback? Get in touch with the MaxiFi team
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Past Webinars and Podcasts
Catch up on every hint and insight with the full MaxiFi back catalog and take control of your finances.
Harvard Macro & Finance Economist Discusses His Greatest Research, New Book, & Practical Investment Guidance
John Campbell
Harvard Economist
Mar 20, 2026
Podcast
Harvard Macro & Finance Economist Discusses His Greatest Research, New Book, & Practical Investment Guidance
Watch replay
Understanding MaxiFi's Roth Conversion Optimizer
Kara & Mark Brandt
MaxiFi Experts & Power Users
What's New with MaxiFi?
Larry Kotlikoff
CEO, Economic Security Planning, Inc.
Storied Investor of LaneGenerational.com is back with Secrets for Avoiding Your Personal 1929
Fred Lane
Storied Investor of LaneGenerational.com
Oct 24, 2025
Podcast
Storied Investor of LaneGenerational.com is back with Secrets for Avoiding Your Personal 1929
Watch replay
Economics Journalist Interviews Larry About Retirement Mistakes, Fixing Social Security & more!
Peter Coy
Economics Journalist
Sep 4, 2025
Podcast
Economics Journalist Interviews Larry About Retirement Mistakes, Fixing Social Security & more!
Watch replay
One of our Nation's Most Trusted Estate Attorneys -- Everything You Need to Know About Trusts
Alan Gassman
Estate Attorney
Jun 11, 2025
Podcast
One of our Nation's Most Trusted Estate Attorneys -- Everything You Need to Know About Trusts
Watch replay
Using MaxiFi to Do Estate Planning -- Jay Abolofia Demo's MaxiFi's New Powerful Tools
Jay Abolofia
President, Lyon Financial Planning
May 30, 2025
Podcast
Using MaxiFi to Do Estate Planning -- Jay Abolofia Demo's MaxiFi's New Powerful Tools
Watch replay
America's Premiere Personal Finance Journalist
Scott Burns
Dallas Morning News
MaxiFi New Lifetime Balance Sheet and Upside Investing for Households
Rick Miller, Ph.D., CFP®
Founder of Sensible Financial Planning
Jun 14, 2022
Webinar
MaxiFi New Lifetime Balance Sheet and Upside Investing for Households
Watch replay
Pros and Cons of Reverse Mortgages with Tom Dickson
Rick Miller, Ph.D., CFP®
Founder of Sensible Financial Planning
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