Navigating Tax Complexity and Financial Planning with Maxify Tool

Professor Kotlikoff is joined by Allan Roth, an expert on TIPS, or Treasury Inflation Protected Securities, and how to ladder them. He's also founder of Wealth Logic, LLC. An hourly based financial planning and investment advisory firm. He's an author, teacher and amazing font of knowledge on all aspects of personal finance. And, having advised huge companies, he's spending his "retirement" helping the little or, at least, littler folk. (Btw, my company's MaxiFi Planner Premium and Pro software does Upside Investing.) Allan is Please tune in to this fascinating episode of Economics Matters -- the Podcast. 

Topics Discussed:

• This is the perfect time to consider purchasing TIPS - Their yield hasn't been this high for decades
• TIPS can be used to build your living standard floor and experience only upside to your living standard.
• Allan's pride in being mocked on a semi-regular basis by some financial professionals for his hourly fee model and its obvious inability to make him rich.

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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.




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