Podcast Episodes
Back to SearchSally Balch Hurme: Getting Your Affairs in Order as You Get Older
Episode 357
Our guest on the podcast today is Sally Balch Hurme. Sally is the author of Checklist for My Family: A Guide to My History, Financial Plans and Final…
7 months ago
Leyla Kunimoto: Why Investors in Private Markets Need a Louder Voice
Episode 356
Our guest on the podcast today is Leyla Kunimoto. Leyla is the founder and editor of Accredited Investor Insights, a newsletter that helps investors …
7 months, 1 week ago
Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’
Episode 355
Our guests on the podcast today are Cody Garrett and Sean Mullaney. They’re both advice-only financial planners, and they’re the co-authors of a new …
7 months, 2 weeks ago
Andy Reed: Inertia Is the Most Powerful Force in Behavioral Finance
Episode 354
Background
Bio
Articles and Papers Discussed
“The Theory Behind the Age-Related Positivity Effect,” Andrew Reed and Laura Carstensen, NIH.gov, Sept. 27,…
7 months, 3 weeks ago
Cullen Roche: What Is Your Perfect Portfolio?
Episode 353
Today on the podcast we welcome back Cullen Roche. He has a new book out called Your Perfect Portfolio: The Ultimate Guide to Using the World’s Most …
7 months, 4 weeks ago
Best of The Long View 2025: Financial Planning and Retirement
Episode 352
Hi and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. On this week’s episode, we…
8 months ago
Best of The Long View 2025: Investing
Episode 351
Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. In this episode, we’ll share some of our favorite clips from…
8 months, 1 week ago
Lyle Fitterer: The State of the Municipal Bond Market Today
Episode 350
Our guest on the podcast today is Lyle Fitterer, a senior portfolio manager and co-lead on the municipal bond sector for Baird Advisors. He has 36 ye…
8 months, 2 weeks ago
Joy Loverde: Planning Ahead for Care Needs as You Get Older
Episode 349
Our guest on the podcast today is Joy Loverde. Joy is the author of Who Will Take Care Of Me When I’m Old? and The Complete Eldercare Planner. She al…
8 months, 3 weeks ago
Mark Higgins: Financial History Is More Relevant Than People Think
Episode 348
Our guest on the podcast today is Mark Higgins. Mark serves as senior vice president for IFA Institutional, where he specializes in providing advisor…
9 months ago