Loop/Prompt Library / Prompts from builders on X
💬 AI prompt: Understand your retirement mix before talking to an advisor
You want to understand how your retirement savings are spread out and what to ask about.
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Here are my retirement account holdings (no account numbers): [fund names, amounts]. My age [age], planned retirement age [age], how I feel about risk [low/medium/high], monthly contributions [amount]. Explain in plain words: what percent is in stocks, bonds, cash, and other things; how much overlaps between funds; and what the total yearly fees are, if you can find them. Explain what an age-based shift ('glide path') usually means, in general terms. Don't tell me what to buy or sell. Stop after the explanation. Before you stop, remind me this is general information, not professional advice, and suggest [3] questions I should ask a [fee-only fiduciary financial advisor].How to use it
- Open Grok Bot, ChatGPT, Gemini or Claude — any of them works.
- Paste the prompt and fill in every [bracket]. Black out names, account numbers and member IDs first.
- Read the answer and double-check anything important before you act on it.
Not medical, legal or financial advice. The AI drafts; you decide and you press send.
Idea from @heyrohitai on X — prompt rewritten by FixKit AI →
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