Podcast Episodes
Back to SearchJosh Brown: 'Standardize the Process, Personalize the Advice'
Episode 9
Our guest on this week's episode of the Long View is none other than Josh Brown, CEO of Ritholtz Wealth Management. Brown's story is unique and inspi…
7 years, 2 months ago
Harold Evensky: 'It's an Unmitigated Disaster'
Episode 8
This week's guest on The Long View is financial advisor Harold Evensky, who Morningstar managing director Don Phillips has often called the "dean of …
7 years, 2 months ago
Aron Szapiro: 'You Can't Fix What You Can't Measure'
Episode 7
Is there a retirement crisis in the United States, and what role does the government have in improving the system? What's the current status of a fid…
7 years, 2 months ago
Michael 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…
7 years, 2 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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 4 months ago