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Jack Brennan: Price Pressure in the Advice Business Is 'Inevitable'

Episode 115

Our guest on the podcast today is former Vanguard CEO, Jack Brennan. Jack is the author of a new book, More Straight Talk on Investing, which he cowr…

4 years, 8 months ago

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Sonal Desai: Navigating Historically Low Yields and Stretched Valuations

Episode 114

Our guest this week is Sonal Desai. Sonal is executive vice president and chief investment officer of the Franklin Templeton Fixed Income Group. In a…

4 years, 9 months ago

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Eduardo Repetto: ETFs Are Winning the Battle

Episode 113

Our guest this week is Eduardo Repetto. Eduardo is chief investment officer of Avantis Investors, where he is responsible for overseeing the research…

4 years, 9 months ago

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Market X-Ray: Wheels Up on Travel Stocks

In this bonus episode of “The Long View,” we hear from three Morningstar equity analysts who cover airlines, cruise lines, and Airbnb. Welcome to “Ma…

4 years, 9 months ago

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Alan Moore: What Millennial Investors Want

Episode 112

Our guest on the podcast today is Alan Moore. With Michael Kitces, Alan cofounded XY Planning Network, a support network for advisors looking to serv…

4 years, 9 months ago

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Andrew Biggs: Create a Thrift Savings Plan for the Masses

Episode 111

We’ve been exploring the state of retirement in the United States on The Long View. Last week, we talked with progressive labor economist Teresa Ghil…

4 years, 9 months ago

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Teresa Ghilarducci: To Fix Retirement, Expand Social Security

Episode 110

Over the next two weeks, we'll be taking a closer look at the state of retirement security in the United States, and we'll be featuring two very diff…

4 years, 9 months ago

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Patrick O'Shaughnessy: 'Custom Indexing Unlocks a Lot of Benefits'

Episode 109

Our guest this week is Patrick O’Shaughnessy. Patrick is the CEO of O’Shaughnessy Asset Management. He also is a portfolio manager at the firm. Prior…

4 years, 10 months ago

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Kerry Pechter: How Annuities Fit Into the Retirement Income Puzzle

Episode 108

Our guest on the podcast today is Kerry Pechter. He is the editor and publisher of Retirement Income Journal, which he launched in 2009 to provide un…

4 years, 10 months ago

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Mike Piper: Delaying Social Security Not Always a Good Deal

Episode 107

Our guest on the podcast today is Mike Piper. He is the author of several personal finance books, including Social Security Made Simple, Taxes Made S…

4 years, 10 months ago

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