The Secret to More Money, Less Risk, and a Better Life with Larry Kotlikoff

Your Wealth & Beyond

Few of us have ever experienced anything like the turmoil and upheaval of the last two years. We’re all feeling the impacts of longevity, inflation, taxes, and frustrating decisions by our government. This means it’s a great time to welcome today’s guest back to the podcast.

Larry Kotlikoff brings 35 years of experience to our industry and on January 4th, he’ll be releasing Money Magic: An Economist’s Secrets to More Money, Less Risk, and a Better Life, where he digs deep into what people do wrong–and how to fix those mistakes for good.

In today’s episode, Larry shares some of the over 50 shocking money stories that are detailed in his new book, the complexities, and challenges of Social Security, and the tools you can use to stay in the best financial shape possible no matter your situation.

In this podcast interview, you’ll learn:

• Why Larry believes we should time the markets–but for risk, not returns.
• The issues that Larry sees Social Security–and the steps he’d take to fix it.
• How people actually get scammed by Social Security, especially widows.
• The reasons why moving forward with your Roth conversion might be a bad idea if you’re taking your Social Security early.
• Why your financial plan has to allow you to live to 100 regardless of if you make it there or not.

Interview Resources

• Laurence Kotlikoff’s Website
• Money Magic: An Economist’s Secrets to More Money, Less Risk, and a Better Life by Laurence Kotlikoff
• You’re Hired! by Laurence Kotlikoff
• Get What’s Yours by Laurence Kotlikoff
• MaxiFi Planner
• A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing by Burton Malkiel

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