Podcast Episodes
Back to SearchDr. Preston Cherry: ‘Money and Life Intertwined’
Episode 188
A financial planner and financial planning professor on the value of mentors at every life stage, the evolution of financial advice, and what works i…
3 years, 9 months ago
Feraud Calixte: ‘Your Self-Worth Is Not Your Net Worth’
Episode 187
Our guest on the podcast today is Feraud Calixte. Feraud is the founder and lead financial planner of Vantage Pointe Planning, which is a fee-only fi…
3 years, 9 months ago
Roger Whitney: ‘Retirement Planning Is Not Financial Planning’
Episode 186
Our guest on the podcast today is Roger Whitney. Roger hosts the popular Retirement Answer Man podcast, and he’s also the author of a book called Roc…
3 years, 9 months ago
Morgan Housel: ‘Little Rules About Big Things’
Episode 185
Our guest this week is Morgan Housel. Morgan was one of our first guests on The Long View back in May 2019, and we’re happy to welcome him back. Morg…
3 years, 10 months ago
Julien and Kiersten Saunders: ‘How Much Is Enough?’
Episode 184
Our guests on the podcast today are Kiersten and Julien Saunders. Together they blog about finance and life at the website richandregular.com. And th…
3 years, 10 months ago
Dana Anspach: How to Build an All-Weather Retirement Plan
Episode 202
Our guest on the podcast today is Dana Anspach. She is the founder and CEO of the financial planning firm, Sensible Money, based in Scottsdale, Arizo…
3 years, 10 months ago
Bob Pisani: Everyone Talks Their Book on Wall Street
Episode 183
Our guest on the podcast today is Bob Pisani. Bob is senior markets correspondent for CNBC, and he is also the author of a new book called Shut Up an…
3 years, 10 months ago
Dave Nadig: Peering Into the Future of Indexing, Governance, and Financial Technology
Episode 182
Our guest this week is Dave Nadig. Dave is Financial Futurist at VettaFi, a data and research firm that focuses on the ETF industry as well as nascen…
3 years, 11 months ago
David John: Improving the Retirement System
Episode 181
Our guest on the podcast today is David John. David is a senior strategic policy advisor at the AARP Public Policy Institute, where he works on pensi…
3 years, 11 months ago
Tim Steffen: Tax-Saving Strategies for a Falling Market
Episode 180
Our guest on the podcast today is Tim Steffen, director of tax planning for Baird. In his role, Tim researches, writes, and speaks about various tax …
3 years, 11 months ago