Michael Finke: Here’s What Makes Retirees Happy
Our guest on this week’s episode of The Long View podcast is nationally renowned retirement researcher Dr. Michael Finke. Michael is Professor of Wealth Management and Frank M. Engle Distinguished Cha...
2 Okt 201955min
Judith Ward: Planning Well at Every Life Stage
Our guest today on the podcast is Judith Ward, senior financial planner and a vice president of T. Rowe Associates. In her role at T. Rowe, Ward provides guidance on personal finance and retirement-re...
25 Sep 201956min
David Blanchett: If You're Retiring Now, You're in a Pretty Rough Spot
Our guest this week is David Blanchett, head of retirement research for Morningstar Investment Management. In his role at Morningstar, Blanchett works to enhance the Investment Management group's cons...
18 Sep 201950min
Dan Ivascyn: Building a Portfolio to Bend but Not Break
Our guest this week is Dan Ivascyn. Dan is group chief investment officer of PIMCO, where he leads the firm's income, credit hedge fund, and mortgage opportunistic strategies and sits on its executive...
11 Sep 201952min
Allan Roth: 'I Embrace Dumb Beta'
Our guest on the podcast today is Allan Roth, one of the pre-eminent hourly financial advisors in the United States. After a career in corporate finance and as a consultant for McKinsey and Company, R...
4 Sep 201947min
Rupal Bhansali: FAANG Stocks Are 'Extremely Risky'
Our guest on the podcast this week is Rupal Bhansali, Ariel's chief investment officer of international and global equities. She manages Ariel International and Ariel Global and also oversees Ariel's ...
28 Aug 201948min
Rob Arnott: Don't Sleep on Value Investing (Especially Emerging-Markets Value)
Our guest on the podcast today is Rob Arnott. Arnott is partner and chairman of the board of Research Affiliates, a firm he established in 2002, following stints at First Quadrant and Salomon Brothers...
21 Aug 201953min
Mark Miller: Less Investment Choice = Better Retirement Outcomes
Our guest on the podcast today is Mark Miller, a nationally recognized expert on trends in retirement and aging. Miller's work considers retirement holistically, including healthcare and Medicare, Soc...
14 Aug 201950min
