Jamie Hopkins: A Framework for Financial Freedom
On the podcast today, we welcome back Jamie Hopkins. Jamie is managing partner of Wealth Solutions at Carson Wealth. He is also a Finance Professor of Practice at Creighton University’s Heider College...
6 Des 202256min
Wesley Gray: Perspectives on Market Efficiency, Investor Behavior, and ETFs
Our guest this week is Wes Gray. Wes is the CEO, chief investment officer, and founder of Alpha Architect, a Registered Investment Advisor that offers ETFs and works with other RIAs to launch their ow...
29 Nov 202257min
Dr. Preston Cherry: ‘Money and Life Intertwined’
A financial planner and financial planning professor on the value of mentors at every life stage, the evolution of financial advice, and what works in financial education. Hosted by Simplecast, an Ads...
22 Nov 202254min
Feraud Calixte: ‘Your Self-Worth Is Not Your Net Worth’
Our guest on the podcast today is Feraud Calixte. Feraud is the founder and lead financial planner of Vantage Pointe Planning, which is a fee-only financial planning firm based in Burlington, North Ca...
15 Nov 202252min
Roger Whitney: ‘Retirement Planning Is Not Financial Planning’
Our guest on the podcast today is Roger Whitney. Roger hosts the popular Retirement Answer Man podcast, and he’s also the author of a book called Rock Retirement: A Simple Guide to Help You Take Contr...
8 Nov 202255min
Morgan Housel: ‘Little Rules About Big Things’
Our guest this week is Morgan Housel. Morgan was one of our first guests on The Long View back in May 2019, and we’re happy to welcome him back. Morgan is a partner at The Collaborative Fund, a ventur...
1 Nov 202253min
Julien and Kiersten Saunders: ‘How Much Is Enough?’
Our guests on the podcast today are Kiersten and Julien Saunders. Together they blog about finance and life at the website richandregular.com. And they’re also the authors of a new book called Cashing...
25 Okt 202255min
Dana Anspach: How to Build an All-Weather Retirement Plan
Our guest on the podcast today is Dana Anspach. She is the founder and CEO of the financial planning firm, Sensible Money, based in Scottsdale, Arizona, and she has been practicing as a financial plan...
18 Okt 202257min
