This is a must-hear/watch podcast with my friend and co-author (of Social Security Horror Stories), Terry Savage. Terry and I discuss MaxiFi Planner's new Roth Conversion Optimizer and its truly astounding ability to solve one of the toughest problems around -- how much to convert and when to minimize your lifetime taxes and, therefore, maximize your lifetime spending.
Terry is a national treasure. She's been helping millions of people for decades -- via her weekly Chicago Tribune and nationally syndicated column as well as her weekly Chicago WGN Radio and TV shows -- make all manner of tough personal financial decisions. Terry also has a fabulous website, terrysavage.com. You can sign up here for her terrific newsletter.
She doesn't sound or look like a Wall Street tycoon. But she's been directly involved in our financial system and economy at the highest levels for decades. There are many truly outstanding personal finance journalists. But none started their careers as a stockbroker, none was a founding member of, and first woman trader on, the Chicago Board of Options Exchange, none was a member of the Chicago Mercantile Exchange’s International Monetary Market, none is an experienced trader of interest-rate futures and currencies, and none has served on the boards of McDonalds, Pensoil, and the CME Group and none has consulted for such a large array major U.S. corporations and financial institutions.
Terry's not into Wall Street's game -- helping herself to your money. She provides has no products to sell and isn't managing anyone's assets. Her advice is perfectly free and her reward is very simple -- the privilege of helping others, which, frankly, is worth all the money in the world.
More about Terry
Terry is the author of four best-selling books on personal finance. A new edition of her best-selling book, The Savage Truth on Money is now available on Amazon.com. The first edition was named one of the top ten money books of the year by Amazon.com. Her other recent book is: The Savage Number: How Much Money do You Really Need to Retire? She is also co-author of The New Love Deal.
Terry appears frequently on national television and radio programs, commenting on the financial markets and current economic events. She is featured on WGN Radio and WGN-TV in Chicago, with a weekly personal finance segment.
You can read Terry’s weekly columns and commentaries, watch videos, check out links to her favorite websites and calculators, and check out Q&A on her “Ask Terry” blog at www.terrysavage.com.
Terry is in demand as a speaker on the economic outlook, the markets, and personal finance topics. For a keynote address, she provides a reality check on the volatile economy and financial markets, including the impact of politics and current events.
For corporate benefit programs, Terry gives a down-to-earth explanation of the importance of saving and investing in company benefit plans, as well as planning for college, dealing with student loans, and other personal finance topics.
Email Terry: Terry@TerrySavage.com
Follow Terry on Twitter @TerryTalksMoney
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.
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