Podcast Episodes
Back to SearchDaniel Crosby: 'If You're Excited About It, It's Probably a Bad Idea'
Episode 125
Our guest on the podcast today is psychologist and author Dr. Daniel Crosby. Daniel is the chief behavioral officer at Orion Advisor Solutions. Danie…
4 years, 6 months ago
Michael Falk: 'Retirement Planning Can Be Done More Simply'
Episode 124
Our guest on the podcast today is Michael Falk. Falk is a partner at the Focus Consulting Group, where he specializes in helping investment and wealt…
4 years, 6 months ago
Rick Bookstaber: Avoiding Complexity Is 'Risk 101'
Episode 123
Our guest this week is Rick Bookstaber. Rick is the head of risk of Fabric, a startup he founded to provide risk-management software to individual i…
4 years, 7 months ago
Sarah Newcomb: 'I Love Rules of Thumb'
Episode 122
Our guest on the podcast today is Sarah Newcomb, director of behavioral science at Morningstar. In her role she works to integrate the findings of he…
4 years, 7 months ago
Martin Lau: Now Is a Better Time to Buy China
Episode 121
Our guest this week is Martin Lau. Martin is a managing partner of FSSA Investment Managers, part of First Sentier Investors. He's been at the firm s…
4 years, 7 months ago
Carl Richards: It Should Be OK to Relax Out Loud
Episode 120
Our guest on the podcast this week is Carl Richards. Carl is a Certified Financial Planner and a Financial Advisor Communication Expert. His new vent…
4 years, 7 months ago
Manisha Thakor: Beware of 'Junk Personal Finance'
Episode 119
Our guest on the podcast today is author and financial educator, Manisha Thakor. Manisha is founder of MoneyZen, a financial education consultancy. S…
4 years, 7 months ago
David Herro: 'We Are Not at All Afraid to Vary From an Index'
Episode 118
Our guest this week is David Herro. David is chief investment officer of international equities at Harris Associates and serves as deputy chairman an…
4 years, 8 months ago
Leif Dahleen: Finding Financial Independence
Episode 117
Our guest on the podcast today is Leif Dahleen, who heads up the popular Physician on FIRE blog. Leif retired from his career as an anesthesiologist …
4 years, 8 months ago
Jason Zweig: Temperament Is Everything for Most Investors
Episode 116
Our guest on the podcast this week is The Wall Street Journal columnist and author Jason Zweig. Jason became a personal finance columnist for The Wal…
4 years, 8 months ago