How To Invest Like The Rich With Jonathan Treussard

How To Invest Like The Rich With Jonathan Treussard

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/

Jaksot(131)

Optimal Roth Conversions -- Go Big or Go Home!

Optimal Roth Conversions -- Go Big or Go Home!

Jay Abolofia, PhD economist, CFP, and President of Lyon Financial Planning, joins me to discuss your ticket to potentially major lifetime tax savings. It's MaxiFi's Roth Conversion Optimizer. The Opti...

14 Marras 20241h 4min

George Kinder Is Back to Discuss His Marvelous New Book, The Three Domains of Freedom

George Kinder Is Back to Discuss His Marvelous New Book, The Three Domains of Freedom

A year back, George Kinder joined Economics Matters -- the Podcast, to discuss his life's passion -- integrating Mindfulness, Meditation, and Money. They sound like strange bedfellows, but George is o...

24 Loka 20241h 20min

Phil Moeller, Get What's Yours for Medicare

Phil Moeller, Get What's Yours for Medicare

Medicare Open Enrollment Is Here! And Phil Moeller's Back to Discuss his New Book: Get What's Yours for Medicare: Revised and Updated.  Phil's hot new book, Get What's Yours for Medicare: Maximize Yo...

18 Loka 202458min

Famed Washington Post Columnist and Editorial Board Member, Eduardo Porter, Joins Economics Matters!

Famed Washington Post Columnist and Editorial Board Member, Eduardo Porter, Joins Economics Matters!

Famed Washington Post Columnist and Editorial Board Member, Eduardo Porter, Joins Economics Matters --- the Podcast! Eduardo's books, The Price of Everything and American Poison are must reads. But t...

13 Loka 202454min

Daron Acemoglu — Your Jaw Will Drop

Daron Acemoglu — Your Jaw Will Drop

One of the World's Top Economists -- MIT's Daron Acemoglu -- Discusses Automation, the Secret to Development, AI, the Origins of Conflict, Networks, the Sustainability of Democracy, and, Well, Your Ja...

26 Syys 202455min

Israel's Extraordinary Economist and Public Intellectual, Eytan Sheshinski, Provides a Must-Hear/See Update on the Gaza-Plus Conflict and Far More

Israel's Extraordinary Economist and Public Intellectual, Eytan Sheshinski, Provides a Must-Hear/See Update on the Gaza-Plus Conflict and Far More

Everything has changed since September 2022 when I discussed Israel's economy and geopolitics with Eytan and Yuval Steinitz, one of Israel's top security experts and former Finance Minister. Eytan's e...

20 Syys 20241h 9min

Kevin Esler is Back!

Kevin Esler is Back!

Kevin Esler is the creator of ⁠⁠tipsladder.com⁠⁠, a free website that helps you purchase TIPS -- Treasury Inflation Protected Bonds. Back on July 18th, Kevin joined Economics Matters - the Podcast to ...

12 Syys 20241h 3min

Live from Ukraine! An Update on the War with Andrew Fesiak

Live from Ukraine! An Update on the War with Andrew Fesiak

Take the guesswork out of financial decisions at every stage of life with Maxifi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://maxifiplanner.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Designed by Economi...

5 Syys 20241h 4min

Suosittua kategoriassa Koulutus

rss-murhan-anatomia
psykopodiaa-podcast
voi-hyvin-meditaatiot-2
rss-narsisti
adhd-podi
rss-liian-kuuma-peruna
rss-rahamania
psykologia
rss-niinku-asia-on
kesken
rss-duodecim-lehti
rss-valo-minussa-2
rss-tietoinen-yhteys-podcast-2
leikitaanko-laakaria
ihminen-tavattavissa-tommy-hellsten-instituutti
puhutaan-koiraa
jari-sarasvuo-podcast
rss-hereilla
dreamtalk
rss-kohti-tasapainoista-ja-lempeaa-elamaa