Economics Matters with Laurence Kotlikoff cover image

The Economics of Aging: Rick Miller's Approach to Retirement Planning

Economics Matters with Laurence Kotlikoff

CHAPTER

Retirement Planning and Fund Company Merger

This chapter delves into retirement planning, highlighting the importance of financial security and challenges in determining savings. It introduces MaxiPy Planner, an online tool aiding in calculating safe spending amounts based on assets and fixed expenses, aiming to simplify retirement planning. The discussion also touches on the speaker's experience merging mutual fund companies while working in internal consulting at an insurance firm.

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