Podcast Episodes
Back to SearchMichael Kitces: The Model Has to Change Again
Episode 6
Our guest on this week's podcast is Michael Kitces. Michael is a partner and the director of wealth management for Pinnacle Advisory Group, a Columbi…
6 years, 11 months ago
Carolyn McClanahan: There's More to Money Than Just the Numbers
Episode 5
Our guest for this week's installment of The Long View podcast sits at the busy intersection of healthcare and financial planning. Carolyn McClanahan…
7 years ago
Tim Buckley: There’s No One Even Close to Us
Episode 4
Our guest in this special bonus episode of The Long View podcast is Tim Buckley, chairman and CEO of the Vanguard Group, which manages over $5 trilli…
7 years ago
Morgan Housel: No One Hires a Luck Manager
Episode 3
Our guest for this week's installment of The Long View podcast is Morgan Housel. Morgan is a partner at the Collaborative Fund, a venture capital fir…
7 years ago
Don Phillips: We’re All in the Behavior Modification Business
Episode 2
Our guest for this week's installment of The Long View podcast is Morningstar managing director Don Phillips. Don was Morningstar's first mutual fund…
7 years ago
William Bernstein: If You've Won the Game, Stop Playing
Episode 1
Our guest this week is noted author and advisor, William Bernstein. Bill’s background and entree to finance is unique—a neurologist by training, Bill…
7 years, 1 month ago