Podcast Episodes
Back to SearchEmily Guy Birken: What to Do in the Five Years Before You Retire
Episode 363
Our guest on the podcast today is Emily Guy Birken. Emily’s the author of The Five Years Before You Retire. She also co-authored Stacked: Your Super-…
23 hours ago
Jamie Hopkins and Bonnie Treichel: Why You Can’t Set and Forget a Retirement Plan
Episode 362
Our guests on the podcast today are Jamie Hopkins and Bonnie Treichel, who are co-authors of a new book, Your Retirement Sketchbook. Jamie is the CEO…
1 week ago
David Bach: ‘Start Enjoying Your Life Sooner’
Episode 361
Our guest on the podcast today is David Bach. David is the author of 12 national bestselling books, including The Latte Factor; Smart Women Finish Ri…
2 weeks ago
Hilary Wiek: Perspective on Private Markets
Episode 360
Today’s guest on The Long View is Hilary Wiek. Hilary is a principal analyst at PitchBook, where she leads PitchBook’s coverage of fund strategies an…
3 weeks ago
Jim O’Shaughnessy: Investing Lessons From a Lifelong Learner
Episode 359
Our guest on the podcast today is Jim O’Shaughnessy. Jim founded O’Shaughnessy Asset Management, a quantitative investment management firm in 1993. F…
1 month ago
Sara Devereux: Bonds Are Still Ballast
Episode 358
Today’s guest on The Long View is Sara Devereux. Sara is the Chief Investment Officer of Vanguard Capital Management and Global Head of Fixed Income.…
1 month, 1 week ago
Sally Balch Hurme: Getting Your Affairs in Order as You Get Older
Episode 357
Our guest on the podcast today is Sally Balch Hurme. Sally is the author of Checklist for My Family: A Guide to My History, Financial Plans and Final…
1 month, 2 weeks ago
Leyla Kunimoto: Why Investors in Private Markets Need a Louder Voice
Episode 356
Our guest on the podcast today is Leyla Kunimoto. Leyla is the founder and editor of Accredited Investor Insights, a newsletter that helps investors …
1 month, 2 weeks ago
Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’
Episode 355
Our guests on the podcast today are Cody Garrett and Sean Mullaney. They’re both advice-only financial planners, and they’re the co-authors of a new …
1 month, 3 weeks ago
Andy Reed: Inertia Is the Most Powerful Force in Behavioral Finance
Episode 354
Background
Bio
Articles and Papers Discussed
“The Theory Behind the Age-Related Positivity Effect,” Andrew Reed and Laura Carstensen, NIH.gov, Sept. 27,…
2 months ago