David Lau: Taking High Commissions Out of Annuities
Our guest on the podcast today is David Lau, founder and CEO of DPL Financial Partners, which develops and distributes low-cost, commission-free insurance and annuity products. In addition, DPL Financ...
21 Jun 202253min
Christine Benz, David Blanchett, and Karsten Jeske: The State of Retirement Income
This week we’re pleased to bring you a special “State of Retirement Income” episode, which we recorded live at the annual Morningstar Investment Conference held recently in Chicago, Illinois. For this...
14 Jun 202251min
Tom Idzorek: Exploring the Role of Human and Financial Capital in Retirement Planning
Tom Idzorek Show NotesOur guest this week is Tom Idzorek. Tom is chief investment officer, retirement, for Morningstar Investment Management, which is Morningstar's affiliated asset-management arm. Pr...
7 Jun 202252min
Cliff Asness: Value Stocks Still Look Like a Bargain
Our guest this week is Cliff Asness. Cliff is a founder, managing principal, and chief investment officer at AQR Capital Management. Cliff writes often about investing and financial matters on AQR’s w...
31 Mai 202256min
Eric Balchunas: Assessing Jack Bogle's Monumental Legacy
Our guest this week is Eric Balchunas, who is a senior exchange-traded fund analyst for Bloomberg Intelligence, where he writes for and leads the fund research team. Balchunas is a fixture in financia...
24 Mai 202257min
Ric Edelman: On Crypto, Retirement Planning, the Advice Business, and More
Our guest today is Ric Edelman, the founder of the Digital Assets Council of Financial Professionals, or DACFP, an organization he formed in 2018. DACFP aims to advance financial professionals' knowle...
17 Mai 202254min
Brian Feroldi: Why Does the Stock Market Go Up?
Our guest on the podcast today is Brian Feroldi. Brian is the author of a new book called Why Does the Stock Market Go Up? He is also a writer and contributor to the Motley Fool, where he focuses on t...
10 Mai 202248min
Jim Grant: 'Rising Interest Rates Are the Kryptonite of Financial Assets'
Our guest this week is Jim Grant. Jim is the founder and editor of Grant's Interest Rate Observer, a twice-monthly newsletter on financial markets with a focus on bonds. He is the author of numerous b...
3 Mai 202248min
