Jay Abolofia Demo's MaxiFi's New Powerful Tools For Estate Planning
Economics Matters with Laurence Kotlikoff29 Touko 2025

Jay Abolofia Demo's MaxiFi's New Powerful Tools For Estate Planning

Economics PhD, CFP, President of Lyon Financial Planning, Jay Abolofia shows you how to do estate planning using MaxiFi Planner's new spending cap and other unique features. If you're a MaxiFi Planner user, you already know and trust Jay. Jay provides bi-monthly MaxiFi office hours and uses MaxiFi in his own financial planning practice. Jay also provides a terrific co-piloting service for MaxiFi users who like to have a true expert review their use of the tool. Jay is one of the best teachers I've yet encountered and I've met thousands. This podcast is typical of his ability to convey important information in clear, concise, and actionable terms. Please listen/watch Jay and I discuss MaxiFi's new estate planning capacities. This discussion is NOT about trust, wills, probate, living wills, powers of attorney, or any of other legal estate issues. Nor are we focused on reducing federal or state estate taxes. This podcast is about what we all do -- rich or poor, namely plan, either explicitly or by default, to leave assets to our heirs. Whether you have a billion dollars or are living on the margin, you have assets, be it just a house, a car, or furniture that you'll be passing on if you pass. MaxiFi shows you your contingent estates -- what you'll bequeath depending on when you die. Many MaxiFi users have significant means -- so many resources that they aren't able or interested in spending everything they spend on a safe basis. MaxiFi's new spending limit lets them tell the program not to spend beyond what they wish in any future year. By setting the spending cap or using other features in the tool that Jay describes, well-off and, indeed, all users can see the trade off between spending more on themselves and leaving more for their heirs.

Jaksot(131)

Navigating Investment Strategies in a Volatile World with Fred Lane

Navigating Investment Strategies in a Volatile World with Fred Lane

Take the guesswork out of financial decisions at every stage of life with Maxifi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://maxifiplanner.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Designed by Economist Laurence Kotlikof...

31 Touko 20241h 7min

Financial Wisdom for Retirees: Securing Living Standards with TIPS and Diversification

Financial Wisdom for Retirees: Securing Living Standards with TIPS and Diversification

Take the guesswork out of financial decisions at every stage of life with Maxifi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://maxifiplanner.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Designed by Economist Laurence Kotlikoff....

24 Touko 20241h 2min

Inside the Innovation of Mask Zero with Entrepreneur Adam Pener

Inside the Innovation of Mask Zero with Entrepreneur Adam Pener

Take the guesswork out of financial decisions at every stage of life with Maxifi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://maxifiplanner.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Designed by Economist Laurence Kotlikoff. ...

16 Touko 202451min

Glenn Loury Discusses his Sensational and Shockingly Frank Autobiography -- Late Admissions: Confessions of a Black Intellectual

Glenn Loury Discusses his Sensational and Shockingly Frank Autobiography -- Late Admissions: Confessions of a Black Intellectual

Take the guesswork out of financial decisions at every stage of life with Maxifi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://maxifiplanner.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Designed by Economist Laurence Kotlikoff. P...

9 Touko 20241h 23min

Retirement Readiness: Mary Beth Franklin on Social Security Benefits & Planning

Retirement Readiness: Mary Beth Franklin on Social Security Benefits & Planning

Take the guesswork out of financial decisions at every stage of life with Maxifi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://maxifiplanner.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Designed by Economist Laurence Kotlikoff. Pro...

7 Touko 20241h 10min

Social Security on the Brink: Debating Solutions with Arun Muralidhar and Kathleen Townsend

Social Security on the Brink: Debating Solutions with Arun Muralidhar and Kathleen Townsend

Take the guesswork out of financial decisions at every stage of life with Maxifi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://maxifiplanner.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Designed by Economist Laurence Kotlikoff. Profe...

3 Touko 20241h 3min

Serving Up Success: Economic Strategies for Restaurateurs with Sophie Cranin

Serving Up Success: Economic Strategies for Restaurateurs with Sophie Cranin

Take the guesswork out of financial decisions at every stage of life with Maxifi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://maxifiplanner.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Designed by Economist Laurence Kotlikoff. Profess...

26 Huhti 202459min

Jerry Bergosh on the Real Gold Rush: Investments Beyond Bitcoin

Jerry Bergosh on the Real Gold Rush: Investments Beyond Bitcoin

Take the guesswork out of financial decisions at every stage of life with Maxifi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://maxifiplanner.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Designed by Economist Laurence Kotlikoff. Professor...

24 Huhti 202454min

Suosittua kategoriassa Koulutus

rss-murhan-anatomia
psykopodiaa-podcast
voi-hyvin-meditaatiot-2
adhd-podi
rss-narsisti
rss-rahamania
rss-vapaudu-voimaasi
psykologia
aamukahvilla
rss-liian-kuuma-peruna
rahapuhetta
rss-valo-minussa-2
kesken
jari-sarasvuo-podcast
mielipaivakirja
rss-tietoinen-yhteys-podcast-2
uskonnon-pitka-oppimaara
rss-eron-alkemiaa
rss-koira-haudattuna
rss-arkea-ja-aurinkoa-podcast-espanjasta