
Who are you, and who do you want to be? (EP.237)
Identifying your personal values is the foundation for making future decisions. In this episode, we discuss the profound ways in which personal values impact financial decision-making and share concre...
26 Jan 20231h 16min

Harold Geller: "I Sue Financial Advisors" (EP.236)
Our guest today, Harold Gellar, is a lawyer who helps clients dealing with fraud and negligence perpetrated by financial advisors, and is a passionate advocate for investors and their rights. Tuning i...
19 Jan 20231h 3min

Top Learnings from 2022 (plus 23 in 23 Special Guest Shaun Tomson) (EP.235)
As we kick off the new year, we wanted to look back at our biggest areas of learning from last year. So this episode serves as a great companion piece to our year-end recap from a couple of weeks ago,...
12 Jan 20231h 23min

Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance (EP.234)
Few people have impacted the way the world works, and today, we have the privilege of speaking to one of them. Professor Robert C. Merton is the Distinguished Professor of Finance at The Massachusetts...
5 Jan 20232h

2022: A Year in Review (EP.233)
It has been an amazing year for the podcast. We have had some incredible guests during 2022 who have provided us and listeners with insights and thought-provoking ideas about the world of finance. We ...
29 Des 20221h 42min

Dr. Annamaria Lusardi: The Economic Importance of Financial Literacy (EP.232)
Gaining financial literacy is critical if you want to thrive in today's society. And yet, only about a third of the global population can be described as being financially literate. Joining us today t...
22 Des 20221h 9min

RR 231: Investing Basics and Common Questions (plus Reading Habits w/ Amer Kaissi) (EP.231)
Today is our final episode featuring just the two of us before our annual wrap-up show, and we thought we would use this opportunity to cover some important foundational aspects of rational investing....
15 Des 20221h 23min

Prof. Robert Frank: Success, Luck, and Luxury (EP.230)
The world is a highly competitive place, and becoming successful requires hard work, dedication, and luck. This is the view of today's guest, Professor Robert Frank, who helps us unravel the nuance of...
8 Des 20221h 21min



















