Podcast Episodes
Back to SearchSimon Hallett: What Football Can Teach Investors About Franchise Value and People Management
Episode 87
Our guest today is Simon Hallett. He is the co-chief investment officer at Harding Loevner, an investment boutique that manages more than $70 billion…
5 years, 5 months ago
Michael Jantzi: Making 'Informed Choices' in Sustainable Investing
Episode 85
Our guest on the podcast is Michael Jantzi. Michael is the chief executive officer of Sustainalytics, a Morningstar affiliate that specializes in ES…
5 years, 6 months ago
Adley Bowden: Key Trends and Developments in Private Markets
Episode 84
Our guest this week is Adley Bowden. Adley is the vice president of market analysis at PitchBook, which is a Morningstar affiliate. In his role, Adle…
5 years, 6 months ago
Larry Swedroe: 'The Pool of Victims' Is Expanding
Episode 83
Our guest this week is noted author and researcher Larry Swedroe. Larry is chief research officer at financial advisory firm Buckingham Wealth Partne…
5 years, 6 months ago
Ramit Sethi: 'What Is Your Rich Life?'
Episode 82
Our guest on the podcast today is personal finance expert and author Ramit Sethi. Ramit's first book I Will Teach You To Be Rich, published in 2009, …
5 years, 6 months ago
Tim Maurer: Personal Finance Is More Personal Than It Is Finance
Episode 81
Our guest on the podcast today is financial advisor and author Tim Maurer, the director of advisor development for Buckingham Wealth Partners. He coa…
5 years, 6 months ago
Peter Hayes: Surveying the Municipal Bond Landscape
Episode 80
Our guest this week is Peter Hayes. Peter is a managing director at BlackRock where he heads the firm's municipal income group and sits on its global…
5 years, 7 months ago
Kerry Hannon: Remote Work Trend Benefits Older Workers
Episode 79
Our guest on the podcast is author and retirement expert Kerry Hannon. Hannon has written 14 books thus far. Her latest is called Great Pajama Jobs: …
5 years, 7 months ago
Karsten Jeske: Cracking the Code on Retirement Spending Rates
Episode 78
Our guest on the podcast today is Karsten Jeske, the founder of the website EarlyRetirementNow and a thoughtful and technically proficient member of …
5 years, 7 months ago
Lazetta Rainey Braxton: Financial Planning for 'The Rest of Us'
Episode 77
Our guest on the podcast today is financial advisor Lazetta Rainey Braxton. Lazetta is the co-founder and co-CEO of 2050 Wealth Partners, a virtual f…
5 years, 7 months ago