The State of Retirement Research | #419 (Jean-Pierre Aubry)
In this episode, we are joined by Jean-Pierre Aubry, Associate Director of Retirement Plans and Finance at the Center for Retirement Research at Boston College, for a research-driven conversation abou...
23 Jul 1h 1min
"I Sold 50% of My Portfolio. What Now?" | #418 (AMA)
In this AMA episode, Ben Felix, Dan Bortolotti, and Ben Wilson tackle a wide range of practical investing questions submitted by listeners. They begin by discussing one of the most common investing mi...
16 Jul 1h 5min
A Financial Plan For Your Entire Life | #417 (Dr. Paul Kaplan)
In this episode, we are joined by Dr. Paul Kaplan, economist, CFA charterholder, former Director of Research at Morningstar Canada, and co-author of Lifetime Financial Advice, for a fascinating explor...
9 Jul 1h
Is VEQT Costing You? (& Other Questions) | #416
In this AMA episode, Benjamin Felix, Dan Bortolotti, and Ben Wilson tackle a wide range of listener questions covering portfolio construction, diversification, active management, pensions, fiduciary d...
2 Jul 58min
Shannon Lee Simmons: How To Stop Feeling Broke | #415
In this episode, we are joined by Shannon Lee Simmons—Certified Financial Planner, Chartered Investment Manager, bestselling author, and founder of the New School of Finance—for a wide-ranging convers...
25 Jun 1h 19min
Answering Your Financial Questions | #414
In this episode, Ben Felix and Ben Wilson tackle a wide range of listener questions covering portfolio construction, home-country bias, currency exposure, ETF selection, retirement decumulation, leasi...
18 Jun 1h 15min
How Canadian ETFs Actually Work | #413 (Morley Conn)
In this episode, we are joined by Morley Conn, Director of Sales and Strategy, ETF Services at Scotia Global Banking and Markets, for a deep dive into the mechanics of the ETF ecosystem. With more tha...
11 Jun 1h 8min
Ben Carlson: Investing at All-Time Highs | #412
In this episode, we are joined by Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management and author of Risk & Reward, for a wide-ranging conversation about market histor...
4 Jun 49min
