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[quote=Anonymous][quote=Anonymous]But I just chatgbt'd our retirement withdrawal strategy.

I gave it a ton of information that won't actually identify us.  I continued to adjust with more information, probably several dozen times over the last few days.   As we went along, I was fact checking using Boggleheads and other resources.

It looks to me like the results --  annual action plans and summaries, ending asset estimation, year-by-year asset balances maximum sustainable spending calculation, brokerage tax control checklist and worksheet, effective tax rate estimates -- is on track.  I caught what I thought were errors, but there were always reasons.  I've adjusted it for varying returns and I've asked it to check itself for errors.  It cited reasons for its calculations and recommendations.

If this thing is close to right, I am cancelling our appointment with a financial planner.  I've been so frustrated with them in the past.  They tend to talk to my husband rather than me, even though he knows nothing about our finances.  They want to speed through parts that I want broken down and explained.  And had I asked them to continue to tweak our plan over and over, they would have been exasperated or it would have cost a fortune.

I would certainly feel better if a human double checked all this, but it really just doesn't seem that hard.  And I think our planner would say that they need to start over with the same numbers and assumptions -- so they'd end up charging us the same as if I hadn't done this work.

Go ahead.  Let me have it.  Or not?

[/quote]

Why would this be crazy [/quote]

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