Economics Matters by Laurence Kotlikoff Podcast Allan Roth, One of Our Nation's Premier Financial Advisors, Returns to Economics Matters with Critical Investment Advice 7 1 1 1× 0:00 Current time: 0:00 / Total time: -1:01:51 -1:01:51 Audio playback is not supported on your browser. Please upgrade. Allan Roth, One of Our Nation's Premier Financial Advisors, Returns to Economics Matters with Critical Investment Advice Larry Kotlikoff Jan 23, 2025 7 1 1 Share Transcript You're going to enjoy this podcast. Allan and I discuss seven investment mistakes to avoid. The name of his website -- daretobedull.com -- tells you a lot about how Allan thinks of personal financial decisions, particularly portfolio choice. Allan Roth holds MBA, CPA, CFP degrees/certificates. His company, Wealth Logic, a hourly fee-only based financial advisory firm that develops a financial plan and investment strategy designed to create wealth for you, rather than an income stream for someone else. It is based on the belief that, if a client surrenders some of their emotional return, clients can double their real economic return. In Allan's experience, reducing emotion in investing can produce a boring portfolio that doubles their expected real return! Allan's approach connects to behavioral finance (a combination of economics and psychology) that explains how our emotions can distort our investing. It also leads us to needlessly surrender huge bucks to trusted professionals and taxes without realizing that we're actually doing so. Allan writes for the Wall Street Journal, Financial Planning Magazine, Forbes, and other publications. He's a rare breed -- a financial planner with a sense of humor and a natural teacher. Hence, you're going to be well entertained as well as educated by listening/watching Allan's second appearance on Economics Matters. Subscribe Share Secure Your Retirement! Economic Matters - The podcast is hosted by Laurence Kotlikoff, a Boston University Economist, a NY Times Best Selling Author , President of maxifi.com , and Author of Money Magic . Stay Connected: Facebook , Twitter , LinkedIn Apple Podcasts Google Podcasts Spotify iHeart Amazon Music Discussion about this episode Comments Restacks Economics Matters by Laurence Kotlikoff Podcast Economics can make a massive difference - collectively and personally. Listen in as we chat with some of the most influential leaders in economics across the globe. Economics can make a massive difference - collectively and personally. Listen in as we chat with some of the most influential leaders in economics across the globe. Subscribe Listen on Substack App RSS Feed Appears in episode Larry Kotlikoff Recent Episodes Naill Ferguson, the Preeminent Economic Historian, Talks Geopolitics -- Yesterday's, Today's, and Tomorrow's Aug 10 • Larry Kotlikoff Jack Schibli of Lane Generational Explains Why the Stock Market Runs Largely on Autopilot and the Equity-Investing Danger this Presents Aug 2 • Larry Kotlikoff The Brilliant and Captivating Justin Wolfers Talks Economics and the Economy Jul 31 • Larry Kotlikoff Economics Matter's First Substack Live! Talking Social Security's Extreme Insolvency with Pam Krueger, Founder and CEO of Wealthramp, and… Jul 29 • Larry Kotlikoff Brilliant Investing Requires Thinking and Looking Outside the Box -- Steve Laffey Is an Extraordinary Investor. This is a Podcast You Can't… Jul 23 Economist John Goodman, Father of HSAs and One of America's Most Influential Policymakers, Talks US Healthcare Reform Jul 16 • Larry Kotlikoff Bruce Mehlman Joins Economics Matters to Discuss the Long-Term Economic Impact of the War in Iran, Geopolitics, Economic History, and His… Jul 2 • Larry Kotlikoff Sebastian Mallaby Returns to Discuss AI and his Latest Bestseller: The Infinity Machine. Jun 25 • Larry Kotlikoff