Podcast Episodes
Back to SearchThe 4% Retirement Rule is Just a Starting Point
Episode 260
John Rekenthaler, vice president of research for Morningstar Research Services, explains how Morningstar’s study confirmed the 4% retirement rule and…
2 years ago
New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?
Episode 259
David Harrell, editor of Morningstar DividendInvestor newsletter, explains why some income-focused investors may skip adding two new dividend stocks,…
2 years ago
Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich
Episode 258
Tori Dunlap, the author of Financial Feminist, talks about why women should stop feeling guilty about their spending and why they should keep their f…
2 years ago
What’s Surprising Some Retirees About Their Social Security Benefits?
Episode 257
Mark Miller, author of Retirement Reboot, explains why Social Security benefits are taxable, and how a bill aiming to eliminate taxes on Social Secur…
2 years ago
SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?
Episode 256
Walmart shares are overvalued, but Nvidia and Home Depot are fairly valued. Warren Buffet’s Berkshire Hathaway released its 13F for Q42023, and only …
2 years, 1 month ago
How to Get the Most Out of Your Bond Investments
Episode 255
Maciej Kowara, strategist for Morningstar Research Services, and Alec Lucas, director of manager research for Morningstar Research Services, talk abo…
2 years, 1 month ago
Walmart Stock Split and Earnings Are Coming Up. What to Expect.
Episode 254
Noah Rohr, equity analyst for Morningstar Research Services, explains how Walmart’s stock split will work, and what he’s looking for in the retailer’…
2 years, 1 month ago
Should You Bet on Online Gambling Stocks Now?
Episode 253
Dan Wasiolek, a senior equity analyst for Morningstar Research Services, discusses the exciting opportunity to invest in gambling stocks. Larry Swedr…
2 years, 1 month ago
When Will the Fed Finally Cut Rates?
Episode 252
Interest rates could likely be coming down, we discuss when, and we also talk about how much an ETF costs. And as the Magnificent Seven results start…
2 years, 2 months ago
Could Company 401(k)s Go the Way of IBM?
Episode 251
John Rekenthaler, vice president of research for Morningstar Research Services, discusses IBM’s 401(k) plan change and why many workers would want so…
2 years, 2 months ago