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Retirement Buddy
Project type
AI Investigation
Retirement Buddy is an AI-powered retirement planning service that creates personalized strategic retirement plans and proactively guides users through critical financial decisions—eliminating the complexity and time investment required by traditional planning tools or expensive financial advisors. Unlike competitors that provide tools requiring users to become experts, Retirement Buddy does the thinking for you through a 15-minute setup and quarterly 5-minute check-ins, while providing emotional support to reduce financial anxiety.
Key Features:
- Automated Plan Creation - AI builds your comprehensive retirement strategy in 15 minutes through conversational questions, not complex forms or spreadsheets
- Proactive Reminder System - Time-based alerts for critical deadlines (RMDs, Social Security claiming windows, Medicare enrollment) and opportunity notifications (Roth conversions, tax optimization)
- Integrated Debt Strategy - Unique debt elimination planning (snowball/avalanche methods) that balances debt payoff with retirement savings—a feature no competitor offers
- Emotional Intelligence Support - Anxiety assessment, progress celebrations, and confidence-building features that address the psychological aspects of retirement planning ignored by all financial calculation tools




