Professor Kotlikoff is joined by one of his former graduate students, Jonathan Tressard. His economics PhD was in the field of finance, and he was such a brilliant student that Nobel Laureate, Robert Merton, hired him as his research assistant. Jonathan worked on Wall Street and in Newport, CA managing money for high-wealth families and developing investment strategies for Wall Street clients.
Proessor Kotlikoff and Jonathan cover a broad range of topics, including:
- Our national and your personal economy.
- Finding an investment strategy that's customized for our individual needs.
- The multi millionaire guide to wealth management.
- Risk management vs trying to beat the market.
Jonathan has now started his own financial advisory firm -- working with households. Check out Treussard Capital Management if you need a fantastic financial advisor.
---------------------------------------------------------------------------
Economics Matters - The podcast is hosted by Laurence Kotlikoff and moderated by Alex Kotlikoff.
Laurence Kotlikoff is a Boston University Economist, a NY Times Best Selling Author, President of maxifi.com, and Author of Money Magic.
Facebook: kotlikoff
Twitter: @kotlikoff
LinkedIn: laurencekotlikoff
Substack: https://larrykotlikoff.substack.com/
Books: https://kotlikoff.net/books/
Company: https://maxifiplanner.com/
