Podcast Episodes

Harry Margolis: How to Confront Aging Challenges Head-On

Episode 367

Our guest on the podcast today is Harry Margolis. Harry has been representing seniors, individuals with special needs, and their families since he st…

4 months, 2 weeks ago

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Wade Pfau: Higher Bond Yields Are a Plus for Retirees

Episode 366

Our guest on the podcast today is retirement researcher Wade Pfau. Wade is the founder of Retirement Researcher, an educational resource on retiremen…

4 months, 3 weeks ago

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Pat Dorsey: Economic Moats and More

Episode 365

Today’s guest on The Long View is Pat Dorsey. Pat is the founder of Dorsey Asset Management, a boutique asset manager serving institutional clients. …

5 months ago

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Bill Yount: How Late Starters Can Find Financial Independence

Episode 364

Our guest on the podcast today is Bill Yount. Bill is a practicing emergency physician. He’s also co-host of a podcast called Catching Up to Fi, wher…

5 months, 1 week ago

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Emily Guy Birken: What to Do in the Five Years Before You Retire

Episode 363

Our guest on the podcast today is Emily Guy Birken. Emily’s the author of The Five Years Before You Retire. She also co-authored Stacked: Your Super-…

5 months, 2 weeks ago

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Jamie Hopkins and Bonnie Treichel: Why You Can’t Set and Forget a Retirement Plan

Episode 362

Our guests on the podcast today are Jamie Hopkins and Bonnie Treichel, who are co-authors of a new book, Your Retirement Sketchbook. Jamie is the CEO…

5 months, 3 weeks ago

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David Bach: ‘Start Enjoying Your Life Sooner’

Episode 361

Our guest on the podcast today is David Bach. David is the author of 12 national bestselling books, including The Latte Factor; Smart Women Finish Ri…

6 months ago

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Hilary Wiek: Perspective on Private Markets

Episode 360

Today’s guest on The Long View is Hilary Wiek. Hilary is a principal analyst at PitchBook, where she leads PitchBook’s coverage of fund strategies an…

6 months, 1 week ago

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Jim O’Shaughnessy: Investing Lessons From a Lifelong Learner

Episode 359

Our guest on the podcast today is Jim O’Shaughnessy. Jim founded O’Shaughnessy Asset Management, a quantitative investment management firm in 1993. F…

6 months, 2 weeks ago

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Sara Devereux: Bonds Are Still Ballast

Episode 358

Today’s guest on The Long View is Sara Devereux. Sara is the Chief Investment Officer of Vanguard Capital Management and Global Head of Fixed Income.…

6 months, 3 weeks ago

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