Larry's Podcasts / Columns

Podcasts and columns on various topics by Larry Kotlikoff

In Depth Conversation with Wade Pfau on Retirement Planning
Wade Pfau - One of the Top Thinkers in Retirement Planning Discusses the Dangers of Conventional Monte Carlo and His Take On Achieving a Financially Success...
Mon, 6 Jan, 2025 at 1:59 PM
The Social Security Fairness Act May Mean Big Bucks If You Work(ed) in Non-Covered Employment and Even If You Don't
Ending WEP and GPO means $, $$, or $$$ to millions of retired or retiring state and local workers. It also represents a major incentive to work part career ...
Mon, 6 Jan, 2025 at 1:57 PM
Wall Street Is Getting Roth Conversions Terribly Wrong
Optimal Roth Conversions Are Extremely Non-Linear Making Global Search, Not Rules of Thumb Essential Non-Linearity Is Our World — Physically and Fina...
Wed, 1 Jan, 2025 at 7:48 PM
Boldin's (New Retirement) Roth Conversion and Retirement Advice. Not What Economics Orders
Quick financial planning is not just quick, it’s quick and fill in the blank. There are too many first-order factors involved in decisions — like when and h...
Mon, 16 Dec, 2024 at 11:05 AM
There's Money in Them Thar Roth Conversions
MaxiFi's Roth Conversion Optimizer Is a Must Try. Read the Full Post
Mon, 9 Dec, 2024 at 12:35 PM
Optimal Roth Conversions -- Go Big or Go Home!
MaxiFi Planner's new Roth Conversion Optimizer is uniquely able to precisely calculate lifetime-tax minimizing conversions. Its frequent answer: Convert...
Mon, 9 Dec, 2024 at 12:32 PM
Larry and Jay Abolofia Demo MaxiFi's Roth Conversion Optimizer
Jay Abolofia, PhD economist, CFP, and President of Lyon Financial Planning, joins Larry to discuss your ticket to potentially major lifetime tax savings. It...
Mon, 9 Dec, 2024 at 12:33 PM
How Much Life Insurance Do I Really Need?
Thu, 5 Sep, 2024 at 2:01 PM
A New Study Confirms: Conventional Financial Planning Is Worse Than We Think
In January, PhD economist, Wade Pfau, one of our nation’s most respected authorities on retirement decisions, co-authored, with CFA Massimo Young, yet anoth...
Wed, 14 Aug, 2024 at 10:04 AM
Comparing MaxiFi Planner with New Retirement
The financial industry seems to produce a shiny new planning tool every few months. New Retirement is one of the latest variants. It differs from other conv...
Wed, 14 Aug, 2024 at 10:03 AM