Alan Moore: What Millennial Investors Want
Our guest on the podcast today is Alan Moore. With Michael Kitces, Alan cofounded XY Planning Network, a support network for advisors looking to serve younger clients. He is also the CEO of AdvicePay,...
2 Kesä 202155min
Andrew Biggs: Create a Thrift Savings Plan for the Masses
We’ve been exploring the state of retirement in the United States on The Long View. Last week, we talked with progressive labor economist Teresa Ghilarducci. On this week’s episode, we chatted with An...
26 Touko 202152min
Teresa Ghilarducci: To Fix Retirement, Expand Social Security
Over the next two weeks, we'll be taking a closer look at the state of retirement security in the United States, and we'll be featuring two very different perspectives on the topic. We're kicking thin...
19 Touko 202150min
Patrick O'Shaughnessy: 'Custom Indexing Unlocks a Lot of Benefits'
Our guest this week is Patrick O’Shaughnessy. Patrick is the CEO of O’Shaughnessy Asset Management. He also is a portfolio manager at the firm. Prior to assuming his current role, Patrick served on O’...
12 Touko 202152min
Kerry Pechter: How Annuities Fit Into the Retirement Income Puzzle
Our guest on the podcast today is Kerry Pechter. He is the editor and publisher of Retirement Income Journal, which he launched in 2009 to provide unconflicted news and analysis to the annuity and fin...
5 Touko 202148min
Mike Piper: Delaying Social Security Not Always a Good Deal
Our guest on the podcast today is Mike Piper. He is the author of several personal finance books, including Social Security Made Simple, Taxes Made Simple, Accounting Made Simple, and Can I Retire? Hi...
28 Huhti 202151min
Jason Hsu: China Is 'the Last Great Remaining Alpha Reservoir'
Our guest this week is Jason Hsu. Jason is founder and chairman of Rayliant Global Advisors, a quantitative asset manager based in Hong Kong. Jason also cofounded Research Affiliates with Robert Arnot...
21 Huhti 202149min
Joe Davis: 'We Will See China-Like Growth for a Time in the United States'
Our guest on the podcast today is Joe Davis, global chief economist at Vanguard. Joe also heads up Vanguard's Investment Strategy Group, a team that conducts research on portfolio construction, develo...
14 Huhti 202147min
