Podcast Episodes

Tim Steffen: Smart Tax Moves for 2024 and Beyond

Episode 246

Today on the podcast we welcome back Tim Steffen, who is the director of advanced planning for Baird. In that role, he researches, writes, and speaks…

2 years, 2 months ago

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Ben Inker: What Looks Cheap and Dear in Today’s Market

Episode 245

Our guest this week on The Long View is Ben Inker. Ben is the head of asset allocation at GMO, a Boston-based investment manager famous for its asset…

2 years, 3 months ago

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Dan Haylett: Retirement Planning = Life Planning

Episode 244

Our guest on the podcast today is Dan Haylett. Dan is a financial planner and head of growth for TFP Financial Planning based in the United Kingdom. …

2 years, 3 months ago

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Mike Moran: Taking the Temperature on Retirement Readiness

Episode 243

Our guest on the podcast today is Mike Moran, managing director and pension strategist for Goldman Sachs. Mike focuses on areas such as plan-funded s…

2 years, 3 months ago

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Tiffany Aliche: Helping People ‘Move Past the Shame’

Episode 242

Our guest on the podcast today is Tiffany Aliche, also known as “The Budgetnista.” She is the author of The New York Times bestseller Get Good With M…

2 years, 3 months ago

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John Rekenthaler and Amy Arnott: What’s a Safe Retirement Spending Rate Today?

Episode 241

Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Our guests on the podcast…

2 years, 4 months ago

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Scott Burns: The Case for a Simple Retirement Plan

Episode 240

Our guest on the podcast today is syndicated personal finance columnist and author Scott Burns. Burns began his career as a newspaper columnist in Th…

2 years, 4 months ago

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JL Collins: Spotlighting the Many Paths to Financial Independence

Episode 239

Our guest on the podcast today is author and blogger JL Collins. He blogs about financial independence and other matters at jlcollinsnh.com. JL’s fir…

2 years, 4 months ago

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Nizar Tarhuni: The State of Private Markets and Venture Capital Investing

Episode 238

Nizar Tarhuni heads up research for PitchBook, which is a Morningstar affiliate. PitchBook is a premier provider of data on public and private market…

2 years, 4 months ago

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Jeffrey Kleintop: What to Make of ‘the Cardboard Box Recession’

Episode 237

Our guest this week is Jeffrey Kleintop. Jeffrey is managing director, chief global investment strategist for Charles Schwab & Co. In his role, Jeffr…

2 years, 5 months ago

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