Katie Gatti Tassin: ‘Openness Has Been a Bit of a Secret Sauce’
Our guest on the podcast today is Katie Gatti Tassin. She’s the creator of the Money with Katie blog, podcast, and newsletter, which was acquired by Business Insider’s Morning Brew in 2022. The Money ...
31 Jan 202351min
Ann Garcia: How to Pay for College
Our guest on the podcast today is Ann Garcia. She is a certified financial planner and the author of the book How to Pay for College. Garcia is the managing partner of Independent Progressive Advisors...
24 Jan 202358min
Jeff Levine: Smart Tax Moves for 2023 and Beyond
Our guest on the podcast today is tax and retirement planning expert, Jeffrey Levine. Jeff is the chief planning officer for Buckingham Strategic Wealth. He’s also the lead financial planning nerd at ...
17 Jan 202356min
Mark Miller: Rebooting Retirement
Today on the podcast we welcome back Mark Miller, who is an author, columnist, and a nationally recognized expert on trends in retirement and aging. His latest book is called Retirement Reboot: Common...
10 Jan 202350min
Best of The Long View: Investing
Last week, we ran the “best of” our interviews with financial planners, advisors, and retirement researchers over the past year. On this week’s episode, we’ll feature some of our favorite clips from i...
3 Jan 202350min
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. In next week’s episode, we...
27 Des 202237min
Christine Benz and John Rekenthaler: Revisiting What Is a Safe Retirement Spending Rate After a Tough Year
On this week’s episode, we’ll be chatting about “The State of Retirement Income” study that Christine and I recently co-authored with our colleague John Rekenthaler, who joins us for this conversation...
20 Des 202248min
Joe Wiggins: Applying Behavioral Science to Make Better Investment Decisions
In this week’s episode, we’re chatting to Joe Wiggins. Joe is the CIO of Fundhouse, a provider of manager research, model portfolios, and ESG services to clients ranging from charities, pension funds,...
13 Des 202233min
