Finding the Holy Grail for Investors -- MaxiFi Planner's Upside Investing

Finding the Holy Grail for Investors -- MaxiFi Planner's Upside Investing

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


Professor Kotlikoff dives into Upside Investing, and the sophisticated dynamics of ensuring a retiree's financial security. He explores the intricacies of sequence of return risk and how it can drastically affect one's living standard. Furthermore, he sheds light on the often overlooked balance between securing a living standard floor and reaping the benefits of upside investing. Furthermore, Professor Kotlikoff introduces the innovative MaxiFi Planner, a tool that empowers users to scenario-plan their way to financial peace of mind by simulating diverse investing strategies.


Topics Covered:

  • Sequence of Return Risk in Financial Planning
  • Maintaining Living Standards and Discretionary Spending Trajectories
  • Upside Investing and the Role of Safe Assets
  • Utilizing the MaxiFI Planner for Informed Financial Decisions

Time Stamps:

  • 00:00 Investing in TIPS and stocks for inflation.
  • 05:08 Gradual stock conversion to tips yields risk.
  • 09:21 Inflation rate, real return, and bond yields.
  • 10:20 Deterministic reports recommend safe asset yielding 2%.
  • 16:27 Summary: Detailed tax reporting for future years.
  • 18:06 Translating uncertainty into certainty in investment planning.
  • 21:57 Invest in stocks, then preserve with tips.
  • 26:19 500 trajectories ranked by average living standard.
  • 29:46 Securing living standard through conservative financial planning.
  • 33:45 Investing: securing living standard, limiting downside risk.
  • 36:45 Inconsistent spending strategies impact retirement income.
  • 42:30 MaxiFi helps plan taxes and finances efficiently.
  • 44:32 Boston University provides MaxiFi as employee benefit.


You will gain a deep understanding of how to adjust spending in response to market performance, ensuring a smooth and sustainable living standard over time. Professor Kotlikoff's examples demonstrate the tangible impact of adopting strategic financial practices. Don't miss this opportunity to elevate your financial planning knowledge and gain practical tips to secure your future. This episode is packed with insights that promise to guide you in making informed and effective financial decisions.

____________________________________________________

Laurence Kotlikoff is a Boston University Economist, a NY Times Best Selling Author, President of maxifi.com, and Author of Money Magic.

Follow Professor Kotlikoff:

Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠kotlikoff⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@kotlikoff⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠laurencekotlikoff⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Substack: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://larrykotlikoff.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Books: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://kotlikoff.net/books/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Company: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://maxifiplanner.com/⁠⁠⁠

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(149)

Dead Men Are Running America's Budget, and Their Policies Are Bankrupting Your Kids

Dead Men Are Running America's Budget, and Their Policies Are Bankrupting Your Kids

What does it mean when the co-founder of America's premier nonpartisan fiscal policy institution tells you that both parties have systematically abandoned the working class, the young, and the America...

11 Sep 58min

The Race Against Time: Can Argentina's Economy Recover Before the Election Kills the Reform?

The Race Against Time: Can Argentina's Economy Recover Before the Election Kills the Reform?

What if solving Argentina's inflation crisis required nothing more than a single televised announcement — and the government is still not making it?Emilio Ocampo advised President Milei during his 202...

2 Sep 1h 3min

34% of Gen Z Is Gambling Online. They Think It's Investing

34% of Gen Z Is Gambling Online. They Think It's Investing

What if the single biggest financial threat facing young Americans right now isn't student debt or housing prices, but a $22% credit card rate on one side and an online gambling habit disguised as inv...

29 Aug 56min

Is AI the End of Mathematics, or Its Most Exciting New Beginning?

Is AI the End of Mathematics, or Its Most Exciting New Beginning?

What does it feel like to watch an AI solve a problem in a single prompt that you've spent years working on, and produce a stronger result than your own published papers?Professor Kotlikoff grew up ac...

20 Aug 1h 18min

Your Medicare Premium Is Rising Twice as Fast as Your Social Security Check — Here's What to Do About It

Your Medicare Premium Is Rising Twice as Fast as Your Social Security Check — Here's What to Do About It

What if the Medicare premium increases heading your way aren't just a number, they're a signal that the entire system is heading somewhere most retirees aren't prepared for?Phil Moeller has co-written...

19 Aug 1h 9min

Why Putin Can't Win, China Won't Fold, and Trump Is Running Out of Options

Why Putin Can't Win, China Won't Fold, and Trump Is Running Out of Options

What if the three most dangerous regimes on earth — Russia, China, and Iran — are all weaker than they appear, and yet America is still losing ground to all three at once?Sir Niall Ferguson has spent ...

6 Aug 1h 8min

The Illiquid Jenga Tower: Inside the Private Credit Timebomb Nobody's Talking About

The Illiquid Jenga Tower: Inside the Private Credit Timebomb Nobody's Talking About

What if the passive investing revolution (the idea that just buying the index and holding is the smartest thing most people can do) has quietly turned into something that no longer resembles the effic...

2 Aug 1h 16min

Why the Most Important Economic Story of Our Time Isn't the Tariffs — It's the Institutions

Why the Most Important Economic Story of Our Time Isn't the Tariffs — It's the Institutions

What if one of the most famous and widely cited findings in modern economics (that money doesn't really make you happier) turned out to simply be wrong? And what does the economist who proved it wrong...

31 Jul 1h 9min

Populært innen Fakta

fastlegen
dine-penger-pengeradet
relasjonspodden-med-dora-thorhallsdottir-kjersti-idem
rss-strid
foreldreradet
treningspodden
rss-orjasater
jakt-og-fiskepodden
rss-bisarr-historie
rss-kunsten-a-leve
hverdagspsyken
takk-og-lov-med-anine-kierulf
mikkels-paskenotter
rss-impressions-2
sinnsyn
rss-var-forste-kaffe
level-up-med-anniken-binz
gravid-uke-for-uke
einar-duenger-bohns-filosofipod
fryktlos