Economics Matters with Laurence Kotlikoff

A Tip on TIPS with the Brilliant Allan Roth

Dec 14, 2023

Learn about the benefits of investing in TIPS, how Allan Roth's hourly fee model challenges traditional financial practices, and the importance of using tools like Maxify for tax-efficient financial planning

59:22

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Episode guests

Allan Roth

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Episode notes

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Quick takeaways

Consider purchasing TIPS now for high yields

Use TIPS to establish a living standard floor

Diversify investments beyond domestic assets for optimal retirement planning

Deep dives

Alan Roth's Financial Planning Approach

Alan Roth is an hourly-based financial planner who prioritizes integrity by charging clients for financial advice rather than product commissions. He emphasizes simplicity in investing, advocating for cap-weighted index funds. Roth's career journey, from corporate finance to launching WealthLogic LLC as an hourly-based financial planning firm, reflects his commitment to helping individuals make informed financial decisions.

Introduction

5min

From Midlife Crisis to Financial Planning Passion

7min

Navigating Tax Complexity and Financial Planning with Maxify Tool

2min

Investing Strategies and TIPS Benefits

20min

Navigating Treasuries and Tax Considerations for Investments

3min

Optimizing Retirement Planning with TIPS and Stock Index Funds

12min

Diversifying with REIT and Foreign Index Funds for Portfolio Balance

3min

Navigating Retirement with Behavioral Finance Strategies

6min

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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