AI Financial Advisor – Smarter Retirement Planning, Powered by AI
Take control of your retirement future with intelligent ChatGPT scripts designed to answer your most important retirement questions.
Our AI-powered planning scripts guide you through the same retirement analysis trusted by professionals — on your terms, at your pace.
If you've ever wondered whether you're truly ready for retirement, when to claim Social Security, or if taking an early pension makes financial sense — you're not alone. These are complex, high-stakes decisions — and they deserve more than vague advice or one-size-fits-all calculators.
That's where MyFamilyPlan's AI-powered financial advisor comes in. Our ChatGPT scripts are built around actionable logic, designed to help you model different scenarios, analyze trade-offs, and come away with confidence in your next step.
Our 3 Retirement Planning AI Scripts are included as part of the MyFamilyPlan workbook.
Retirement Planning Doesn’t Have to Be Complicated—or Costly
Get personalized financial insights for Social Security, Retirement, and Pension decisions — faster and smarter. No more guesswork, no more waiting, no more expensive fees! With a simple ChatGPT script to model our unique financial scenarios, you can generate clear retirement projections in minutes.
- Immediate, data-driven insights
- Validate options before hiring an advisor
- Annual cash-flow table
- ROI and COLA considerations
- RMD considerations
- Roth conversion considerations
- Monte Carlo risk-adjusted analysis
- Graphical dashboards
- Export results to Excel or PDF
When Should You Start Taking Social Security? Let Data Decide.
Most advisors tell you to wait until age 67 — but is that right for you? With the MyFamilyPlan ChatGPT scripts and financial planning workbook, you can:
- Factor in your expected investment returns
- Factor in cost of living adjustments
- Customize life expectancy assumptions
- Compare early vs. delayed retirement benefits
Lump-Sum or Monthly Pension? AI Helps You Choose Wisely
Union calculators give estimates — ChatGPT gives you answers. Use AI-powered modeling to:
- Compare lump-sum vs. monthly payouts
- Run personalized What-If scenarios
- Make confident, data-backed decisions
