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Simple, but Not Easy
Hello, and welcome to Simple, but Not Easy, where we turn complicated financial developments into actionable ideas. This is a podcast from Morningstar’s Wealth Group, where we equip financial advisors with our best ideas to remove friction and help clients achieve goals.
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Ratings & Reviews
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4.3 stars from 82 ratings
ESG IS POISON
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“I know you have jumped into the leftist ESG effort, but there are many investors that will NEVER invest in any ESG funds. These funds do not perform well simply because they have a transgenger board member. These ridiculous ESG SCORES guarantee poor performance for companies that score well....”Read full review »
ultraman20* via Apple Podcasts ·
United States of America ·
10/09/22
Where are the slides?
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“Hard to imagine… After searching high and low on the podcast app, the morning star website, and YouTube, the slides that accompany the presentation are nowhere to be found. Nor is there any courtesy to provide listeners with any information on whether the slides are even available. Very difficult...”Read full review »
apple#4Me via Apple Podcasts ·
United States of America ·
02/13/22
Antiquated
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“Show is catered for retirees”
Havy09 via Apple Podcasts ·
United States of America ·
02/11/22
Recent Episodes
Some have called this the weirdest housing market in recent history due to the unusual mix of high interest rates and declining affordability. And yet, we still have record high home prices across the 20 largest housing markets in the country. This month, we're diving into the U.S. housing...
Published 10/29/24
Published 10/29/24
Welcome back to Simple But Not Easy. We hope you had an enjoyable summer and are ready to finish the year on a high note. In today's episode, we're excited to dive deep into the world of investing, market strategies, and the future of wealth management. We'll start by getting to know Philip...
Published 09/30/24
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