Episodes
Published 03/26/24
The founder and CEO of Creative Planning on scaling up an RIA giant, why AI in financial advice is ‘inevitable,’ and whether financial advisors will face fee compression in the years ahead.
Published 03/26/24
A Morningstar researcher discusses rising passive share, bitcoin ETFs, and the future of active management.
Published 03/19/24
An author and retirement expert discusses the financial challenges confronting young adults and what financial advice she’d give her younger self.
Published 03/12/24
The CEO of Wasatch talks small-cap equity investing in the age of the ‘Magnificent Seven’ and how his firm sorts through thousands of companies across the globe.
Published 03/05/24
A top fixed-income manager discusses the possibility of a soft landing, the prospects for lower-quality bonds, and key lessons from 2022's challenging bond market.
Published 02/27/24
An author and entrepreneur discusses the benefits of age diversity in the workplace, the importance of purpose later in life, and why older workers might consider a ‘gap year.’
Published 02/20/24
A T. Rowe Price thought leader discusses key financial and nonfinancial considerations for people embarking on retirement.
Published 02/13/24
A veteran globe-trotting investor sees upside in an unloved asset class.
Published 02/06/24
Two veteran managers of the Vanguard Primecap Fund discuss the firm’s storied history, how they run money, and more.
Published 01/30/24
A veteran portfolio manager and senior leader at Capital Group discusses why investors should keep the faith in non-U.S. names and where she's finding attractive opportunities today.
Published 01/23/24
An expert on aging discusses the status of long-term care in the U.S., including the toll on caregivers, innovations in Alzheimer’s treatment, and the financial ramifications for older adults.
Published 01/16/24
Some of our favorite clips from interviews with portfolio managers and investment specialists in 2023.
Published 01/09/24
Some of our favorite clips from interviews with financial planners, advisors, and retirement researchers over the past year.
Published 01/02/24
The author and columnist shares insights about rising interest rates and mortgage paydown, crypto and meme stocks, and his own financial journey and portfolio.
Published 12/26/23
Baird’s director of advanced planning discusses Secure 2.0 changes that are phasing in next year, as well as strategies for Roth conversions and tax-savvy portfolio management.
Published 12/19/23
GMO’s head of asset allocation reflects on the quality anomaly, why value stocks are the cheapest they’ve been in years, and whether it really is different this time for Japanese equities.
Published 12/12/23
A U.K.-based financial advisor discusses why people over 50 are often underserved by the financial-services industry, ways to ease into retirement, and what it means to be a ‘retirement rebel.’
Published 12/05/23
A Goldman Sachs retirement specialist discusses retirement savers’ successes and pain points, what 401(k) plans could do better, and what works in financial education.
Published 11/28/23
The author and ‘Budgetnista’ discusses the benefits of sharing financial mistakes, helping loved ones be better with money, and what she means by ‘financial wholeness.’
Published 11/20/23
Amy Arnott and John Rekenthaler discuss Morningstar’s latest research, including flexible withdrawal strategies, guaranteed income sources, and TIPS ladders.
Published 11/14/23
The veteran retirement columnist reflects on a two-fund portfolio, safe spending rates, and the role of home equity in retirement cash flows.
Published 11/07/23
The ‘godfather of the FI movement’ discusses the key takeaways from his latest book, where he turns for financial wisdom, and what higher yields mean for investors.
Published 10/31/23
Pitchbook’s head of research on what predicts performance in private markets, the effect of rising rates on deal-making, and more.
Published 10/24/23
Schwab’s chief global investment strategist on the Middle East Conflict, the state of the global economy, why bond yields are rising, and more.
Published 10/17/23