Wharton Business Radio

Your Money: May 16, 2017

Host Kent Smetters is joined by Rett Dean (Co-Founder, CFP, Riverchase Wealth Management), Eric Roberge (Founder, Beyond Your Hammock), and Laurence Kotlikoff (Professor of Economics; Presidential Election 2017 Independent Write-In; Creator of MaximizeMySocialSecurity.com and AnalyzeMyDivorceSettlement.com, Boston University) on the Tuesday, May 16, 2017 edition of Your Money.

Air Date: Tuesday, May 16, 2017 on SiriusXM 132

Hosted By

Your Money: May 16, 2017 17:00

Air Time: 5:00 pm
Featuring: Laurence Kotlikoff

Your Money: May 16, 2017 17:30

Air Time: 5:30 pm
Featuring: Eric Roberge

Your Money: May 16, 2017 18:30

Air Time: 6:30 pm
Featuring: Rett Dean

Featured Guests

Rett Dean

Co-Founder, CFP, Riverchase Wealth Management

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Rett Dean, a CERTIFIED FINANCIAL PLANNER™ professional, is a Co-Founder and Principal of Riverchase Wealth Management in Lewisville, Texas. Rett has spent the last 15 years as a financial planner working with clients to enable them to reach the goals that are most important to them.

Rett earned his Bachelor of Business Administration degree in Finance from Texas A&M University. Rett is also an Enrolled Agent, enabling him to represent clients before the Internal Revenue Service. He is a member of NAPFA, the Financial Planning Association (FPA), and the National Association of Tax Preparers (NATP).

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Eric Roberge

Founder, Beyond Your Hammock

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Eric Roberge is the founder of Beyond Your Hammock based in Boston, MA. Eric helps motivated professionals connect with their values to create a financial plan and show them how to live the life they love.

As a Certified Financial Planner™ (CFP®), he’s on a mission to transform the financial planning industry. Through personalized financial coaching and investment guidance, he helps you organize your finances, set goals that matter to you, save and invest for your future, and take action in your career.

After working in the financial services industry for 12 years at State Street Bank, J.P. Morgan, and several independent financial planning firms, Eric founded Beyond Your Hammock to help successful professionals in their 30s and 40s navigate the personal finance landscape.

Eric was named one of The Top CFP Holders Under 36 by Wealth Management Magazine in 2016. He provides financial education through both his business and by writing for publications like Money, Forbes, USA Today, ABC News, CNBC, Entrepreneur Magazine, The Wall Street Journal, and more.

Eric is on the Board of Directors of the Massachusetts Financial Planning Association as the NexGen Director and frequently speaks at industry events and conferences. He earned anundergraduate degree in finance and entrepreneurship from Babson College and teaches entrepreneurship and financial literacy workshops to middle, high school, and college students in his free time.
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Laurence Kotlikoff

Professor of Economics; Presidential Election 2017 Independent Write-In; Creator of MaximizeMySocialSecurity.com and AnalyzeMyDivorceSettlement.com, Boston University

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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, President of Economic Security Planning, Inc., a company specializing in financial planning software, and the Director of the Fiscal Analysis Center. Professor Kotlikoff is a NY Times Best Selling author and an active columnist. His columns and blogs have appeared in The New York Times, The Wall Street Journal, The Financial Times, the Boston Globe, Bloomberg, Forbes, Vox, The Economist, Yahoo.com, Huffington Post and other major publications. In addition, he is a frequent guest on major television and radio stations. In 2014, he was named by The Economist as one of the world’s 25 most influential economists. In 2015 he was name one of the 50 most influential people in Aging by Next Avenue.

Professor Kotlikoff received his B.A. in Economics from the University of Pennsylvania in 1973 and his Ph.D. in Economics from Harvard University in 1977. From 1977 through 1983 he served on the faculties of economics of the University of California, Los Angeles and Yale University. In 1981-82 Professor Kotlikoff was a Senior Economist with the President’s Council of Economic Advisers.

Professor Kotlikoff is author or co-author of 17 books and hundreds of professional journal articles. His most recent book is Get What’s Yours — the Secrets of Maxing Out Your Social Security Benefits

Twitter – @KOTLIKOFF

Personal Site – http://www.kotlikoff.net/

MaximizeMySocialSecurity.com

AnalyzeMyDivorceSettlement.com
Full Profile

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