Blog Archives

On the Radio with Laurence J. Kotlikoff

Posted on January 30, 2012 by petillo — No Comments ↓

Today on the Financial Impact Factor with Paul Petillo, Dave Kittredge and Dave Ng we have as our special guest Laurence J. Kotlikoff is a William Fairfield Warren Professor at Boston University, a Professor of Economics at Boston University, a Fellow of the American Academy of Arts and Sciences, a Fellow of the Econometric Society, a Research Associate of the National Bureau of Economic Research, and President of Economic Security Planning, Inc., a company specializing in financial planning software. He is also the author of six books, the most recent “Jimmy Stewart is Dead – Ending the World’s Ongoing Financial Plague with Limited Purpose Banking.

Professor Kotlikoff is running for President of the United States in the 2012 election. He is seeking the nomination of the advocacy group Americans Elect.

Tagged with: Dave Kittredge, Dave Ng, economist, Financial Impact Factor Radio, financial planning, Laurence Kotlikoff, Paul Petillo, personal finance, presidential election, social security, tax plan, taxes
Posted in 401k, commentary, debt, economics, financial impact factor radio, financial planning, Mutual Fund Investing, Paul Petillo, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025, social security, taxes, wealth, women and finances, women and retirement

On the Radio with Roger Wohlner

Posted on January 24, 2012 by petillo — No Comments ↓

Helping us sort through the complexity of investing, we are joined on Financial Impact Factor Radio with Paul Petillo, Dave Kittredge and Dave Ng by Roger Wohlner of US News and World Report and CFP to discuss among other things, target date funds, what kind of an investment they are and who is best suited to use them.

Tagged with: 401(k) strategies, asset allocation, Dave Kittredge, Dave Ng, Financial Impact Factor Radio, index funds, indexing, investing, mutual funds, Paul Petillo, retire plan, retirement, roger wohlner, target date funds
Posted in 401k, financial impact factor radio, financial planning, index funds, Mutual Fund Investing, Paul Petillo, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025, target date funds

Retirement Planning: A Cooking Lesson

Posted on January 20, 2012 by petillo — No Comments ↓

There are numerous analogies floating about concerning what retirement is. For each of us it represents something different. Perhaps it is only a dream, distant and more or less unfathomable. For others, it might seem close and still too far enough away to embrace the concept that one day you might actually do something different. And for Baby Boomers, the path is much clearer, the distance much closer and the journey much easier to define.

Tagged with: 401ks, contribution to retirement, contributions, cooking lesson, dreaming of retirement, dreams of retirement, early retirement, planning, practice, retirement planning, saving, taxes
Posted in 401k, bonds, Boomers, ETFs, exchange traded funds, financial impact factor radio, financial planning, index funds, IRA, Mutual Fund Investing, Paul Petillo, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025, risk