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Benjamin Felix

πŸ‘€ Speaker
2261 total appearances
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Appearances Over Time

Podcast Appearances

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

He mentions that during our conversation, but it's still pretty cool.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Yeah.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

So I think that's a pretty good overview of Michael and warning to listeners.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

It's a very nerdy episode, but I think there are a lot of good financial planning takeaways that stem from the nerdy discussion about the model.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Any other thoughts?

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

No, let's get to the episode.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Cool.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Let's go to our conversation with Michael Kothikoda.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Michael Kotakota, welcome to the Rational Reminder Podcast.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Very excited to be talking to you.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

We like to joke with our audience that they like nerdy episodes, and I'm pretty sure this is going to be a very nerdy episode.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

So quite interesting.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Yeah, that was another good nerdy episode.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Let's start off here.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

In plain language, what is interdependent integrative financial planning theory?

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Can you describe what you think the central insight of the theory is?

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

you've basically taken mathematics, applied it to building like a mathematical model of financial planning, broadly speaking, which itself is crazy.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

And then there's a preferential weighting to each of those categories based on what somebody cares about.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

And then there's a time dimension to how those things are going to change over time.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

And you've taken all of that, put it into a model.