Episode Details

Allan Roth is the founder of Wealth Logic, LLC, an hourly-based Investment Advisory and Financial Planning firm that uses behavioral finance, logic, and data to develop a financial approach that will produce significantly higher real returns than most investors for their desired level of risk.

He has been working in the investment world for 25 years in corporate finance and also has additional decades of experience in portfolio construction and performance benchmarking.

Allan takes pride in being mocked on a semi-regular basis by some financial professionals for his hourly fee model and its apparent inability to make him rich. He is also the author of How A Second Grader Beats Wall Street and writes for AARP, Barron's, ETF.com, Advisor Perspectives, and others. Allan has taught investments and behavioral finance at the University of Denver, Colorado College, and the University of Colorado at Colorado Springs and currently teaches continuing education classes on the subject to CPAs, attorneys, and CFP® certificants. Despite the many credentials he has earned, Allan claims he can still keep investing simple and "dares us to be dull" and think like second graders in our investing. His professional goal is never to be confused with Jim Cramer.

🔗 Connect with us

Buy CUtFI a coffee

Record a message for CUtFI

Thank you to our sponsors:

Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!)

Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course)

Nectarine: Advice-Only Financial Advisors

Resources mentioned on the show:

Wealth Logic - Dare to be Dull

How a Second Grader Beats Wall Street by Allan Roth

A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing by Burton G. Malkiel

The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas J. Stanley

Prospect Theory

Predictably Irrational by Dr. Dan Ariely

Listen Now