Overview
311 Episodes
The founder and chief investment officer of the Discipline Funds discusses how trade wars might affect the economy and major asset classes, what Treasury bonds are telling us, and whether investors should be concerned about inflation, recession, or both.
Transcribed - Published: 22 April 2025
A veteran global investor gauges risk and opportunity in current markets.
Transcribed - Published: 15 April 2025
The Hermoney.com founder discusses how caregiving and longevity affect women’s investing plans, the role of guaranteed income, and the importance of a long-term-care plan.
Transcribed - Published: 8 April 2025
An author and financial planner discusses investment and personal finance considerations for ‘childfree’ adults.
Transcribed - Published: 1 April 2025
A global investor sees opportunity in emerging markets.
Transcribed - Published: 25 March 2025
The prolific writer, host, and investor tells us why he has no plans to stop.
Transcribed - Published: 18 March 2025
Ariel Investment’s dynamic co-CEO talks about her upbringing, her career, and her new children’s book.
Transcribed - Published: 11 March 2025
The author discusses why couples struggle to talk about money, income disparities in relationships, and whether couples should blend their finances or keep them separate.
Transcribed - Published: 4 March 2025
A veteran China hand contemplates investment opportunities in Asia and beyond.
Transcribed - Published: 25 February 2025
The author and financial planner discusses the connection between wealth and well-being, the quest for financial harmony, and his new book, Wealth in the Key of Life.
Transcribed - Published: 18 February 2025
The Wealthramp CEO discusses the value of fiduciary advice, evolving fee models, and the decreasing importance of geography when selecting an advisor.
Transcribed - Published: 11 February 2025
The author of The Five Types of Wealth shares practical strategies for improving time management and the importance of maintaining a growth mindset for life.
Transcribed - Published: 4 February 2025
A legendary investment writer reflects on what’s changed and what hasn’t over his decadeslong career.
Transcribed - Published: 28 January 2025
Every Monday, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.
Transcribed - Published: 24 January 2025
The co-founder of global investment manager Ninety One discusses trends in global ESG investing, the push toward ‘net zero’ emissions, and why he’s bullish on the asset-management industry.
Transcribed - Published: 21 January 2025
The chief market strategist for Morningstar Research Services discusses which sectors look especially over- and undervalued today, the outlook for interest rates and inflation, and the potential economic and market impacts of tariffs.
Transcribed - Published: 14 January 2025
The author and hospice doctor discusses the connection between wealth and happiness and shares tips for avoiding ‘purpose anxiety.’
Transcribed - Published: 7 January 2025
Some of our favorite clips from interviews with financial planners, advisors, and retirement researchers over the past year.
Transcribed - Published: 31 December 2024
The author and financial psychologist discusses his new book on money and meaning, plus the challenges of spending in retirement.
Transcribed - Published: 17 December 2024
The author and financial psychologist discusses how early-life experiences shape our financial attitudes and habits—and how to flip the script.
Transcribed - Published: 10 December 2024
Two leading researchers on human capital, tailoring the right asset allocation, and more.
Transcribed - Published: 3 December 2024
The tax and IRA expert weighs in on tax-savvy retirement planning, Roth conversions, and the new rules for inherited IRAs.
Transcribed - Published: 26 November 2024
A financial planner reflects on what parents should do--and avoid doing--to help their children find their financial footing in adulthood.
Transcribed - Published: 19 November 2024
Two veteran bond investors survey the tax-exempt market.
Transcribed - Published: 12 November 2024
A self-described ‘accounting nerd’ looks for value in unloved stocks.
Transcribed - Published: 5 November 2024
The veteran Wall Street Journal reporter discusses her interviews with retirees, the state of the US retirement savings system, and key pain points for retirees and preretirees.
Transcribed - Published: 29 October 2024
The author of ‘Get What’s Yours for Medicare' discusses traditional Medicare versus Medicare Advantage, shopping for Medigap plans, and recent reforms to prescription-drug coverage.
Transcribed - Published: 22 October 2024
The influential personal finance journalist reflects on his recent cancer diagnosis, what he wants his legacy to be, and the two things that have brought him the most joy.
Transcribed - Published: 15 October 2024
A veteran value investor weighs in on bubbles, AI stocks, and the existential threat of climate change.
Transcribed - Published: 8 October 2024
A sustainable investor makes the bottom-up case for an unloved asset class.
Transcribed - Published: 1 October 2024
A growth equities investor makes the long-term case for AI.
Transcribed - Published: 24 September 2024
Morningstar’s director of personal finance discusses her new book, the bucket approach, and why retirement shouldn’t be a math problem.
Transcribed - Published: 17 September 2024
The Arizona State professor delves into his provocative finding that most stocks have underperformed cash over time and the implications for investors’ portfolios.
Transcribed - Published: 10 September 2024
AARP’s director of fraud prevention discusses the growing threat of crypto-related scams and what older adults can do to protect themselves.
Transcribed - Published: 3 September 2024
Two global asset-allocation experts weigh in on the direction of interest rates, inflation, and the economy and their implications for stocks and bonds.
Transcribed - Published: 27 August 2024
The podcaster and author of F.I.R.E for Dummies wants more people to know financial independence is within reach, even if they’re getting a late start or starting small.
Transcribed - Published: 20 August 2024
An investment historian and portfolio manager envisions a coming paradigm shift for equity income.
Transcribed - Published: 13 August 2024
Bitwise Asset Management’s CIO weighs in on digital assets’ volatility, return potential, valuation, and what role they can play in a diversified portfolio, as well as why some TradFi holdouts are still skeptical about crypto.
Transcribed - Published: 6 August 2024
Northern Trust’s chief economist weighs in on the health of the economy, the direction of interest rates and inflation, and current conditions in real estate.
Transcribed - Published: 30 July 2024
The author and stock analyst discusses the benefits of maintaining a long time horizon, who should invest in individual stocks and who should index, and the biggest mistakes he’s made with his own portfolio.
Transcribed - Published: 23 July 2024
The author of Supercommunicators discusses how to make conversations work and shares practical strategies for better communication.
Transcribed - Published: 16 July 2024
Two esteemed international investors discuss the case for non-US stocks as well as where they're finding opportunities today.
Transcribed - Published: 9 July 2024
Reverse mortgages have gotten a bad rap. Do they merit another look?
Transcribed - Published: 25 June 2024
A researcher discusses what shapes our money personalities and how financial disposition affects relationships.
Transcribed - Published: 18 June 2024
A Cerulli industry watcher reflects on the rapid growth of the independent RIA channel, an impending wave of advisor retirements, and the dramatic uptake of ETFs in client portfolios.
Transcribed - Published: 11 June 2024
An accomplished small-company investor talks both investing and diversity within the investment industry.
Transcribed - Published: 4 June 2024
Why it’s important to understand what you really want before you craft your life and financial goals.
Transcribed - Published: 28 May 2024
Pimco’s global CIO on the macro outlook, why resilience matters, navigating the rate cycle, China, and more.
Transcribed - Published: 21 May 2024
Investing in healthcare across public and private markets.
Transcribed - Published: 14 May 2024
The chief financial analyst for Bankrate discusses the state of the economy and the outlook for interest rates, as well as the many savings products that are available today.
Transcribed - Published: 7 May 2024
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