Podcast Episodes
Back to SearchTeresa 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…
5 years, 3 months ago
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…
5 years, 3 months ago
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…
5 years, 4 months ago
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…
5 years, 4 months ago
Jason Hsu: China Is 'the Last Great Remaining Alpha Reservoir'
Episode 106
Our guest this week is Jason Hsu. Jason is founder and chairman of Rayliant Global Advisors, a quantitative asset manager based in Hong Kong. Jason a…
5 years, 4 months ago
Joe Davis: 'We Will See China-Like Growth for a Time in the United States'
Episode 105
Our guest on the podcast today is Joe Davis, global chief economist at Vanguard. Joe also heads up Vanguard's Investment Strategy Group, a team that …
5 years, 4 months ago
John Rogers, Jr.: 'Be Willing to Talk About These Uncomfortable Issues'
Episode 104
Our guest this week is John Rogers, Jr. John is chairman, co-CEO, and chief investment officer of Ariel Investments, the firm he founded in 1983. Joh…
5 years, 5 months ago
Paul Merriman: ‘This Is Not Just a Problem with Retail Amateur Investors’
Episode 103
Our guest on the podcast today is financial educator and author Paul Merriman. He founded Merriman, a fee-only investment advisory firm, in 1983. He …
5 years, 5 months ago
Ted Seides: 'How Do You Learn to Listen?'
Episode 102
Our guest this week is Ted Seides. Ted hosts the popular “Capital Allocators” podcast, where each week he interviews leaders in the investing and fin…
5 years, 5 months ago
Bill Schultheis: Long-Term Investors Are 'Silent Majority'
Episode 101
Our guest on the podcast today is financial advisor and author Bill Schultheis. His latest book is "The Coffeehouse Investor's Ground Rules: Save, In…
5 years, 5 months ago