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 Sep 52min
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 Sep 48min
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 Sep 50min
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 Aug 54min
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 Aug 51min
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 Aug 54min
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 Aug 39min
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...
28 Jul 1h
