Podcast Episodes

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Micah Hauptman: Advocating for Investors’ Best Interests

Episode 210

Our guest on the podcast today is Micah Hauptman. Micah is the director of investor protection at the Consumer Federation of America, a nonprofit ass…

3 years, 4 months ago

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James Choi: How to Improve the Way We Present and Make Investment Choices

Episode 209

Our guest this week is James Choi. Dr. Choi is a professor of finance at the Yale School of Management, where he teaches and conducts research on beh…

3 years, 5 months ago

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Mark Berg: Hourly Financial Planning Is 'A Vast Blue Ocean'

Episode 208

Our guest on the podcast today is Mark Berg. He is the founder of and lead advisor at Timothy Financial Counsel, which is an hourly financial plannin…

3 years, 5 months ago

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Brad Barrett: ‘Start With a Small Win’

Episode 207

Our guest on the podcast today is Brad Barrett. Brad is the co-founder of ChooseFI, which is a website focused on achieving financial independence. W…

3 years, 5 months ago

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Robert Powell: ‘How Do I Generate the Income?’

Episode 206

Our guest on the podcast today is financial journalist and certified financial planner, Robert Powell. His work appears regularly in MarketWatch.com,…

3 years, 5 months ago

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Lubos Pastor: ‘Judging Fund Managers by the Company They Keep’

Episode 205

Our guest this week is Lubos Pastor. He is the Charles P. McQuaid Professor of Finance at the University of Chicago Booth School of Business, where h…

3 years, 5 months ago

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Stacy Francis: On a Mission to Help Women Thrive

Episode 204

Our guest on the podcast today is Stacy Francis. She is president and chief executive officer of Francis Financial, a fee-only financial advisory fir…

3 years, 6 months ago

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Derek Tharp: An Alternative Approach to Calculating In-Retirement Withdrawals

Episode 203

Our guest on the podcast today is financial and retirement planning expert Derek Tharp. Derek is an assistant professor of finance at the University …

3 years, 6 months ago

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Cody Garrett: ‘Give Every Dollar a Job and a Use-By Date’

Episode 200

Our guest on the podcast today is Cody Garrett. He is a certified financial planner and heads up Measure Twice Financial, an advice-only financial pl…

3 years, 6 months ago

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Kathy Jones on Inflation: ‘The Worst Is Behind Us’

Episode 199

Our guest this week is Kathy Jones, the managing director and chief fixed-income strategist for the Schwab Center for Financial Research. Prior to jo…

3 years, 7 months ago

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