Best of the Long View: Financial Planning and Retirement
The Long View28 Joulu 2021

Best of the Long View: Financial Planning and Retirement

On this week’s episode, we’ll feature some of our favorite clips from interviews we’ve done with financial planners, advisors, and retirement researchers over the past year.

Here are the complete episodes that are referenced in this week’s episode.

"Daniel Crosby: ‘If You’re Excited About It, It’s Probably a Bad Idea,' " The Long View podcast, Aug. 31, 2021.

"Manisha Thakor: Beware of ‘Junk Personal Finance,' " The Long View podcast, July 20, 2021.

"Daniel Egan: Noisy Successes and Silent Failures,” The Long View podcast, Dec. 7, 2021.

"Lynnette Khalfani-Cox: ‘There’s a Huge Wealth Gap in America,’ ” The Long View podcast, Sept. 28, 2021.

"Sarah Newcomb: ‘I Love Rules of Thumb,’ ” The Long View podcast, Aug. 10, 2021.

"Hal Hershfield: People Treat Their Future Self As If It’s Another Person,” The Long View podcast, Sept. 21, 2021.

Ramit Sethi: How Can Couples Make Peace Over Money?The Long View podcast, Nov. 30, 2021.

Fritz Gilbert: Early Retirement Made Simple,” The Long View podcast, Oct. 26, 2021.

Mike Piper: Delaying Social Security Not Always a Great Deal,” The Long View podcast, April 27, 2021.

Bill Bengen: Revisiting Safe Withdrawal Rates,” The Long View podcast, Dec. 14, 2021.

Teresa Ghilarducci: To Fix Retirement, Expand Social Security,” The Long View podcast, May 18, 2021.

Andrew Biggs: Create a Thrift Savings Plan for the Masses,” The Long View podcast, May 25, 2021.

Meg Bartelt: ‘More Money Does Not Make You Happier,’ ” The Long View podcast, March 2, 2021.

Laura Carstensen: ‘I’m Suggesting We Change the Way We Work,’ ” The Long View podcast, Sept. 14, 2021.

Carl Richards: It Should Be OK to Relax Out Loud,” The Long View podcast, July 27, 2021.


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Jeff Ptak: The Simple Secret to Becoming a Better Investor

Jeff Ptak: The Simple Secret to Becoming a Better Investor

Our guest on the podcast today is Jeff Ptak. He’s a longtime Morningstar employee and currently serves as managing director for Morningstar Research Services. He originally joined Morningstar back in ...

15 Syys 52min

Jean Chatzky: How to Create a Forever Paycheck for Retirement

Jean Chatzky: How to Create a Forever Paycheck for Retirement

Today on the podcast, we welcome back Jean Chatzky. Jean is the author of a new book about retirement planning called The Forever Paycheck: The New Retirement Strategy to Spend More, Worry Less, and N...

8 Syys 48min

David Booth: ‘The Markets Work Well for Everybody, Not Just the Insiders’

David Booth: ‘The Markets Work Well for Everybody, Not Just the Insiders’

Today’s guest on The Long View is David Booth. David is a repeat guest, the founder of Dimensional Fund Advisors, and has just released a new book titled Stay Calm: Learn to Embrace Uncertainty in Inv...

1 Syys 50min

Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, And Other Lessons for Building a Better Portfolio

Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, And Other Lessons for Building a Better Portfolio

Our guests on the podcast today are Andy Clarke and Nelson Wicas, co-authors—along with Ganesh Suntharam—of the new book, The Architecture of Wealth: The Art and Science of Portfolio Construction. And...

25 Elo 54min

Jeff Ptak: The Simple Secret to Becoming a Better Investor

Jeff Ptak: The Simple Secret to Becoming a Better Investor

Our guest on the podcast today is Jeff Ptak. He’s a longtime Morningstar employee and currently serves as managing director for Morningstar Research Services. He originally joined Morningstar back in ...

18 Elo 51min

Nick Maggiulli: Climbing the Wealth Ladder

Nick Maggiulli: Climbing the Wealth Ladder

Today on the podcast we welcome back Nick Maggiulli. He’s the author of a new book called The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life. His first book was called Just Kee...

11 Elo 54min

Stefan Sharkansky: The Retirement Spending Plan That Adapts as Markets Change

Stefan Sharkansky: The Retirement Spending Plan That Adapts as Markets Change

Our guest on the podcast today is Stefan Sharkansky. Stefan is a Ph.D. statistician who specializes in finance. He wrote a provocatively titled paper, “The Only Other Spending Rule Article You Will Ev...

4 Elo 39min

Ryan Frederick: Why Your Home May Matter More Than Your Portfolio Later in Life

Ryan Frederick: Why Your Home May Matter More Than Your Portfolio Later in Life

Our guest on the podcast today is Ryan Frederick, an author, speaker, and entrepreneur focused on the intersection of place and healthy longevity. As founder and CEO of HERE, he provides content cours...

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