Podcast Episodes
Back to SearchKerry 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, 10 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, 10 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, 10 months ago
Brian Portnoy: Balancing Returns with Simplicity, Financial Independence, and Peace of Mind
Episode 76
Our guest on the podcast today is author Brian Portnoy. Brian has written two books on the field of behavioral finance, The Investor's Paradox and Th…
5 years, 11 months ago
Michael Reckmeyer and Matthew Hand: How to Protect Downside Amid Lofty Valuations and Paltry Yields
Episode 75
Our guests this week are Michael Reckmeyer and Matthew Hand. Mike and Matt are managing directors at Wellington Management, where they oversee a numb…
5 years, 11 months ago
Karen Andersen: The Race for a COVID-19 Vaccine
Episode 74
Our guest this week is Karen Andersen, a healthcare strategist on Morningstar's equity research team. She has written a number of influential comment…
5 years, 11 months ago
Steve Vernon: 'Older Workers Become Targets' in Tough Economic Environments
Episode 73
Our guest on the podcast is retirement specialist and author Steve Vernon. Vernon is president of Rest-of-Life Communications and a research scholar …
5 years, 11 months ago
Jim Dahle: 'Income Is Not Wealth'
Episode 72
Our guest on the podcast today is Jim Dahle, also known as The White Coat Investor. A practicing board-certified emergency physician, Jim also focuse…
6 years ago
Steve Romick: 'We Think Defensively'
Episode 71
Our guest this week is Steve Romick. Steve is a portfolio manager at First Pacific Advisors, or, as it's probably better known, FPA. Steve comanages …
6 years ago
Ed Slott: Act Now on Historically Low Tax Rates
Episode 70
Our guest on the podcast is retirement and tax expert, Ed Slott. He is president and founder of Ed Slott and Company, which provides retirement and t…
6 years ago