Episode 242 – The Wealth-Building Power of Roth Optimization with Chris Battaglia & Larry Kotlikoff
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Show Notes
In this podcast, Chris Battaglia talks with economist and author of “Money Magic: an Economist’s Secrets to More Money, Less Risk & Better Outcomes”, Larry Kotlikoff, to discuss his innovative financial planning tools, Maxifi.com and MaximizeMySocialSecurity.com. The episode emphasizes the latest feature of the Maxifi Planner—the Roth conversion optimizer—which helps maximize lifetime discretionary spending by strategically planning Roth conversions. Larry demonstrates the tool through a detailed client scenario, illustrating the profound financial benefits of precise, economics-based planning over a lifetime.
Be sure to go to the @Advisorpedia YouTube channel to watch Larry’s presentation on the tools discussed in this episode!