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Daniel Peris: The Case for Dividend Investing

Episode 280

On today’s podcast, we’ll chat with Daniel Peris about his new book, The Ownership Dividend: The Coming Paradigm Shift in the US Stock Market. Daniel…

2 years ago

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Matt Hougan: ‘Crypto Is Not Going Away’

Episode 279

Our guest on the podcast today is Matt Hougan, one of the world’s leading experts on crypto, exchange-traded funds, and financial technology. He’s th…

2 years ago

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Carl Tannenbaum: Settling Into 'Soft-Landing Territory'

Episode 278

Today we’ll chat with Carl Tannenbaum, chief economist for Northern Trust. In his role, Carl prepares the bank’s official economic outlook and partic…

2 years, 1 month ago

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Brian Feroldi: 'The Biggest Edge That Individual Investors Have'

Episode 277

Today on the podcast, we welcome back author and financial educator, Brian Feroldi. His bestselling book is Why Does the Stock Market Go Up? He is al…

2 years, 1 month ago

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Charles Duhigg: Communicating to Connect

Episode 276

Our guest on the podcast today is Charles Duhigg, a Pulitzer Prize-winning investigative journalist and author of The Power of Habit, Why We Do What …

2 years, 1 month ago

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David Herro and Rajiv Jain: Should US Investors Renew Their Passports?

Episode 275

And we are thrilled to have with us today two fabulous investors in global equities. David Herro is here from Harris Associates. He is a longtime por…

2 years, 1 month ago

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Scott Burns: The Case for a Simple Retirement Plan

Episode 274

We’re hitting pause on new episodes during this holiday week. But we wanted to resurface one of our favorite conversations of the past year—the one t…

2 years, 2 months ago

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Don Graves and Wade Pfau: How Home Equity Affects Retirement Planning

Episode 272

Today we have two guests on the podcast, Don Graves and Wade Pfau. Don Graves is the president and founder of the Housing Wealth Institute and an ins…

2 years, 2 months ago

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Scott Rick: Are You a Tightwad or a Spendthrift?

Episode 271

Our guest on the podcast today is Scott Rick. Scott is an associate professor of marketing at the University of Michigan’s Ross School of Business. H…

2 years, 2 months ago

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Andrew Blake: Broker/Dealer Consolidation and Fee Compression Have Been Much Bigger Headwinds for Advisors Than Market Volatility

Episode 270

Our guest on the podcast today is Andrew Blake. Andrew is associate director of wealth management for Cerulli Associates. He is a member of Cerulli’s…

2 years, 2 months ago

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