Tax guru Jeff Levine discusses Secure 2.0, tax planning before and during retirement, and whether investors should bank on continued low tax rates.
The author and retirement expert discusses inflation’s impact on older adults, the job market for older workers, and practical strategies for maximizing Social Security and Medicare benefits.
Some of our favorite clips from interviews with portfolio managers and investment specialists in 2022.
Some of our favorite clips from interviews with financial planners, advisors, and retirement researchers over the past year.
Christine and John discuss the key findings from ‘The State of Retirement Income’ study that they recently published.
A prominent author and investor shares his thoughts on hubris, choice overload, improvements the fund industry could make, and more.
The author and retirement-planning expert discusses goals-based planning, managing sequence risk, and bucketing.
The author and founder of Alpha Architect on the case for trend-following, when buy-and-hold makes sense, value investing’s slump and rebound, and more.
A financial planner and financial planning professor on the value of mentors at every life stage, the evolution of financial advice, and what works in financial education.
A financial planner discusses how the hourly model for financial advice serves clients who are shut out of traditional advice models.
A financial planner and podcaster on what the current market environment means for retirement portfolio planning and the key contributors to success later in life.
The best-selling author on what makes financial paradoxes interesting, why stories are the best way to teach about money, what constitutes financial freedom, and more.
The hosts of the rich & REGULAR podcast discuss their journey toward financial independence, the racial wealth gap, and getting off the social-media treadmill.
A noted financial advisor shares how she helps clients manage sequence risk, high inflation, and the wild card of long-term care.
The CNBC senior markets correspondent discusses his biggest investing mistakes, the media’s role in market bubbles, and the challenge of finding an information edge.
A leading financial futurist on whether open-end funds will become obsolete, the value of direct indexing, “ESG 2.0,” and more.
The retirement expert and author discusses expanding retirement-savings opportunities for low- and middle-income workers, the benefits of employer-sponsored emergency funds, and the challenges of decumulation.
Baird's director of tax planning discusses tax-loss selling, Roth conversions, and the new rules for inherited IRAs.
The personal finance expert and author discusses how couples can navigate earnings differences and asserts that fear can be a financial superpower.
The manager of Causeway International Value Fund discusses women in investing, value traps, whether active management has gotten tougher, and more.
Our guest on the podcast today is Cameron Huddleston. She is an award-winning personal finance journalist and author of Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances. She was a caregiver for 12 years for her mom who had Alzheimer's disease. She currently is the director of education and content at Carefull, a new service built to protect aging adults' daily finances. She received her B.A. in journalism and Russian studies from Washington and Lee University and her master's in economic journalism from American University.
The financial advice guru discusses his time-management hacks, the benefits and limitations of direct indexing, and the myth of fee compression in the advice space.
The author and financial podcaster on financial independence, the 'scarcity mindset,' and the importance of time horizon in deciding how to invest.
The CNBC senior markets commentator on the corporate profit picture, rising interest rates and inflation, stock valuation, and more.
The retirement expert joins us to discuss retirement income styles, withdrawal rates, and how the current market environment and inflation will affect retirees.
Jordan Grumet on his path to financial independence and mastering 'the art of subtraction.'
The accomplished author and financial researcher shares his thoughts on the 60/40 portfolio, inflation’s staying power, how optimism can be a secret weapon, and more.
The co-founder of retirement-software provider Income Lab says that older adults can take a few simple steps to ensure that their assets last throughout their lifetimes.
The co-founder of Next Gen Personal Finance discusses the state of financial education in the U.S. and how to teach lessons that stick.
The real estate expert and author discusses what’s happening in the housing market, her thoughts on real estate as an investment, and tips for prospective homebuyers.
The DPL Financial Partners CEO discusses disentangling annuities and life insurance from their high-cost, high-commission roots—and why fixing long-term-care coverage could be next.
Three researchers discuss some of the key challenges for retirement planning: inflation, longevity protection, and safe withdrawal rates in a volatile market environment.
The prominent researcher shares his thoughts on retirement managed accounts, what makes ESG tick, the ‘popularity’ concept, and more.
The AQR co-founder on how to deal with low expected returns, the case for alternatives, private equity and the “illiquidity discount,” and more.
The author and financial analyst talks about his new book, The Bogle Effect, in which he chronicles the Vanguard founder's personal and professional journey and the impact he had on investors during his fabled career.
The financial expert and founder of DACFP, discusses the role of digital assets in today's market, as well as the importance of financial education starting at an early age.
The author and stock analyst discusses explaining investment principles to newbies, whether beginning investors should hold individual stocks, and his enthusiasm for spreading financial wellness.
The esteemed author and researcher on whether inflation will stick, the likelihood of recession, monetary policy’s proper role, and more.
The retirement-planning expert discusses tax-efficient withdrawals, Social Security-filing decisions, and how to dodge the 'tax torpedo.'
Author Mary Childs discusses Bill Gross' legacy and the evolution of bond investing through the lens of bond giant Pimco.
The author and blogger discusses the value of growing income, the cash v. bonds conundrum, and how a portfolio can diversify human capital.
The author and financial blogger discusses why less is more in investing and his controversial take that homeownership often doesn't add up financially.
The leaders of 403bwise on how to fix the broken retirement system for teachers.
The Jensen Quality Growth fund manager on whether competitive advantages are as durable as before, how to evaluate capital allocation, and more.
A noted researcher examines investors' trading behavior in the Robinhood era, the role of social media, and gender differences in investing.
The investment advisor discusses portfolio construction, the ‘active decisions of indexes,’ and the challenges of setting in-retirement withdrawal rates.
The consumer advocate digs into buying homes and autos in a constrained-supply environment, mortgage paydown vs. investing, and why he loves target-date funds.
The president and CEO of EBRI talks about the connection between a strong stock market and retirement confidence, improving the 401(k) system, and why people tend to be poor judges of when they'll retire.
The popular personal finance expert and author discusses the importance of planning for the worst, smart Social Security-claiming strategies, and why employees should be proactive in the current labor market.
The GMO strategist and perma-bear thinks the major asset classes are inflated but calls value stocks 'pretty darn cheap.'
The author and financial researcher discusses his new book on the rise of Modern Portfolio Theory and practice.
The author and financial expert discusses 'expectations investing,' the problem he sees with valuation multiples, the outlook for active investing, and more.
The popular podcast host discusses the evolution of the FIRE movement and how she attained financial independence without a high salary.
The popular blogger and financial advisor discusses the macro outlook, the link between portfolio construction and investor behavior, his new ETF, and more.
Some of the top moments in our conversations with investment managers, writers, and thinkers.
From financial-life planning to the latest retirement research, these are some of the most memorable moments from our podcast in 2021.
Christine, John, and Jeff Ptak discuss their recent research on safe withdrawal rates, which found retirees will have to dial back spending in the years ahead.
The creator of the 4% guideline discusses the implications of higher inflation and elevated equity valuations for new retirees.
The behavioral finance expert discusses the current investing landscape, his thoughts on what works in financial education, and the benefits of having dedicated accounts.
The personal finance expert and author on how early money experiences shape people's lives and relationships.
The blogger and CIO of Savant Wealth Management discusses his new book on alternative investments amid a sobering outlook for the traditional 60% stock/40% bond portfolio.
The Financial Times’ correspondent discusses his new book on the history of index funds and the remarkable people who brought indexing into the mainstream.
The author and AAII Journal editor discusses the concept of 'dumb money' and how small investors can gain an edge.
The blogger and chief investment officer for Madison Avenue Securities discusses the importance of purpose and humility in financial decision-making.
The author and blogger shares tips for finding balance, purpose, and friendship in retirement.
Author Zachary Karabell discusses the firm's evolution and what made it different from many of its Wall Street counterparts.
The Fidelity Sustainable Asian Equity manager talks investing amid turmoil in China, the state of the Asian supply chain, ESG’s role in the investment process, and more.
The financial blogger and Ritholtz director of investor education discusses direct indexing, retirement income, and his go-to resources for perspective on the markets and personal finance.
The author and financial expert discusses the racial wealth and homeownership gap, college debt, and how she paid off her own debt.
A researcher and psychology professor discusses the challenge of getting people to empathize with their future selves and the implications for financial and retirement planning.
Americans don't just need to work longer, they need to work differently, according to a noted longevity researcher.
The author, podcast host, and CIO of Cambria Investment Management discusses current market valuations, trend-following, and how history can make you a better investor.
The psychologist and author discusses making big financial decisions in times of emotional extremes, how risk-taking can affect asset allocation, and his thoughts on just-in-time education.
The author and financial expert discusses what target-date funds get wrong, how investors should navigate the low-yield environment, and whether active management can add value.
The risk-management expert and author discusses the differences between risk tolerance and risk capacity, how market cycles impact risk, and how to keep things simple by being 'pre-armed.'
The director of behavioral science at Morningstar discusses the value of smart shortcuts, why social media makes people feel bad about themselves, and how the pandemic changed how Americans save and spend.
An esteemed investor in Asian equities discusses what to make of the Chinese government's recent market interventions and whether China's sell-off represents a buying opportunity.
The financial advisor and 'Sketch Guy' discusses what constitutes 'real' financial advice, why traditional retirement is a faulty concept, and how to break the culture of 'I'm busy.'
The author and financial educator discusses how social media affects financial well-being, how women can close the wealth gap, and why young people should steer clear of individual stock trading.
The portfolio manager of Oakmark's International funds talks about bargain-hunting during the pandemic, ESG and risk management, and why he's not complacent about inflation.
The Physician on FIRE blogger discusses the financial and lifestyle choices that go into retiring early, passive sources of income, and why and how he and his family give back.
The author and The Wall Street Journal columnist discusses the current trading frenzy, the scorn for expertise, the road to a fiduciary standard, and more.
The author and former Vanguard CEO discusses the current investment landscape, his thoughts on ESG and ETFs, and the outlook for retirement planning.
The CIO of Franklin Templeton’s fixed-income team assesses the risks and rewards of bonds, the economic recovery’s durability, and the future of monetary and fiscal policies.
The CIO of Avantis Investors discusses the firm’s strategies and academic research, as well as his thoughts on the future of ESGs and ETFs.
Ready to hit the road? We explore what opportunities exist for investors hoping to benefit from pent-up travel demand amid a wave of reopenings in the U.S.
The XY Planning Network cofounder discusses serving younger clients, the trading frenzy in individual stocks and cryptocurrencies, and the future of a fiduciary standard.
The economist and Social Security expert discusses whether or not there's a retirement crisis, and how the U.S. government's retirement plan could be a model for how low- and middle-income workers save.
The labor economist and author discusses the country's retirement crisis, guaranteed retirement accounts, and what behavioral finance gets wrong.
The investor, author, and popular podcast host talks ESG, factor investing, some of his favorite podcast guests, and more.
The author and columnist unpacks the benefits and limitations of annuities in an era of ultralow yields.
The author and Social Security expert discusses the best and worst times to claim Social Security, Roth versus traditional IRAs, and how retirees can protect against a weak market.
The founder and chairman of Rayliant Global Advisors discusses the promise and challenges of investing in China, machine learning, and the investor timing gap.
Vanguard’s chief economist discusses his team’s latest research, how the pandemic has changed the economy, and the future of work.
The Ariel Investments founder and chairman shares his views on diversity, equity, and inclusion, value’s resurgence, stock-picking, and more.
The author and financial educator discusses his commitment to indexing, why he believes in small value stocks, and the perils of performance-chasing.
The author and “Capital Allocators” podcast host discusses his new book, the various guests he has interviewed, and the reason why he shared his portfolio with the world.
The author and financial advisor discusses the importance of tuning out the noise, helping clients align their money with their life goals, and what it means to be a 'coffeehouse investor.'
The author and investment advisor joins us for our 100th episode to discuss his new book, value stocks and inflation, and the current market environment.
The Flow Financial founder talks about supporting women in the tech industry, IPOs and restricted stock, and what it means to be a financial life planner.
The uber-successful manager of Magellan Global Equity discusses the firm's unusual origin story, China, and how to build a cohesive world-stock portfolio.
Morningstar’s director of manager research on 'Flowmageddon,' seismic shifts in the fund industry, and why fund-company mergers usually fizzle.
The author and The New York Times columnist discusses college during the pandemic, the 'psychological head trick' of merit-based financial aid, and what's driving college costs upward.
A two-time Morningstar Fund Manager of the Year winner on the benefits of concentration, the attractions of utilities and BB bonds, and his team's focus on "return on time spent."
DFA’s co-CEO and chief investment advisor shares the latest on the launch of its ETFs, the importance of client relationships, and the role of academic research in the firm.
The father of the life planning movement discusses his famous 3 questions, training financial advisors to go deeper, and the climb toward a fiduciary standard.
The NewRetirement founder discusses how retirement planning can be simplified, the role of automation, and the challenges facing new retirees.
Schwab's chief investment strategist discusses the impact of the pandemic in 2020 and what the new year will bring for the market and the economy.
From coronavirus to ESG, these are some of the most memorable moments from our podcast in 2020.
From financial-life planning to the latest retirement research, these are some of the most memorable moments from our podcast in 2020.
The financial expert and author discusses how the pandemic can improve financial habits, what works in financial education, and the link between financial stress and well-being.
The Harding Loevner co-CIO discusses what it's like to own a soccer team, his thoughts on behavioral finance, and the people and processes that make up the firm.
The CEO of Sustainalytics discusses the evolution of the ESG movement, the regulations and rule-making behind it, and the future of sustainable investing.
The PitchBook vice president of market analysis discusses private equity investing, private market interest and performance, and the impacts of the pandemic on the industry.
The author and financial expert discusses factor investing, fixed income and retirement planning, as well as trends in ESG investing.
The author and financial expert discusses retirement and income security, debt, and the framework behind having a rich life.
The financial advisor and author discusses his views on financial life planning, the future of financial advice, and saving for higher education.
BlackRock’s head of muni-bond investing on how states and municipalities are faring, where stimulus is most needed, and risks and opportunities investors face.
The author and retirement expert discusses remote work during and after the pandemic, employment for midlife and older workers, and financial advice for women.
The founder of the EarlyRetirementNow website and member of the FIRE community speaks about his experiences and thoughts on retiring early.
A leading financial advisor discusses her digital-only firm, their diverse population of clients, and how to make the advisory profession more inclusive.
The author and financial-wellness advisor discusses ‘funded contentment,’ financial education, and the behavioral finance behind it all.
Two Wellington Management portfolio managers discuss how they manage risk at Vanguard Wellesley Income, why they’ve taken a liking to busted growth stocks, and where they’re finding durable sources of income.
The Morningstar healthcare strategist discusses the latest on COVID-19, including virus forecasts and vaccine updates from the leading biotech and pharma companies.
The retirement researcher and author discusses the benefits and challenges of working longer, the health of Social Security, and what longevity means for retirees' plans.
The 'White Coat Investor' discusses how high earners can avoid lifestyle creep and why a minimalist approach to investing is best.
The longtime manager of FPA Crescent Fund talks balancing risk and reward in the COVID-era, why he's not holding even more cash, the case for Wells Fargo, and more.
The tax- and retirement-planning expert discusses SECURE and CARES Act implications for charitable giving and estate planning, the pause on RMDs, and why 2020 is shaping up as an ideal year for Roth conversions.
The Capital Group fund manager discusses where bond investors are getting paid to take risk today and the role of bonds in an ultra-low-yield world.
The influential author and researcher shares his views on retirement income, asset allocation, equity valuations, whether indexing has gotten too big, and more.
GMO’s head of asset allocation discusses value’s underperformance, why a 60/40 portfolio is apt to be a losing proposition after inflation, and what the market is missing about emerging-markets value.
The manager of T. Rowe Price's target-date series discusses the firm's more stock-heavy allocations, how target-date funds keep investors in their seats, and the puzzle of retirement decumulation.
A noted retirement specialist discusses the benefits and challenges of working longer, the virtues of Roth assets, and building retirement portfolios to last.
The retirement columnist and Social Security guru discusses the pandemic's implications for retirement planning and how to ensure Social Security's solvency into the future.
The author and Washington Post columnist discusses the personal-finance effects of the pandemic, the racial wealth gap, and how the financial-services industry can better serve a diverse population.
An accomplished fixed-income investor on managing through the coronavirus, the economic outlook, and the state of muni credit.
A noted retirement researcher and financial planner discusses the benefits of Treasuries in retirement, putting guardrails around withdrawals, and why discretionary funds work.
The Betterment founder and CEO on evolving beyond robo-advice, client behavior during the recent market swoon, and deterring harmful trading activity.
A leading voice in the 'financial independence, retire early' movement reflects on the path she’s taken to achieving a 'work optional' life.
The prolific author and investment consultant weighs in whether indexing has gotten too large, Vanguard's foray into private equity, and the spots where active management might still work.
The prominent manager of BlackRock Global Allocation Fund addresses the COVID-19 pandemic's macroeconomic impacts and their implications for asset allocation and investing.
'The Sketch Guy' discusses the value of asking the right questions, how placing small bets is less daunting than setting goals, and finding 'enough.'
A pioneering researcher on the role of human capital in financial planning, the importance of biological age to retirement planning, the role of annuities and tontines in hedging longevity risk, and more.
The noted retirement researcher discusses how pre-retirees and retirees can adjust their plans in times of market stress.
A leading behavioral researcher discusses the importance of setting the right retirement-plan defaults and how the current crisis puts urgency around "rainy day accounts."
The manager of the Davis NY Venture fund offers his thoughts on how best to sift for bargains post-sell-off, his team’s fondness for financial stocks, and why Berkshire hasn’t made any acquisitions yet.
A veteran bond manager compares the current economic and market crisis to previous ones and reflects on the attractiveness of various asset classes at this juncture.
The leader of Vanguard's initiative to offer private equity investing discusses his views on private equity's role in a portfolio, how Vanguard will structure its offering, and why the firm is bringing it out now.
Two members of the Sequoia Fund’s investment committee open up about the firm’s culture, why the portfolio is more fully invested than before, Berkshire, and more.
Allianz’s chief economic advisor on how to address economic 'sudden stops,' the correct fiscal and monetary policy response to the coronavirus, and the outlook ahead.
The noted Diamond Hill manager discusses the shorter durations of competitive advantages, how low inflation has curbed firms' pricing power, and what he considers to be the market's 'sweet spot.'
A contrarian financial advisor delves into his provocative research on the influence of sector weightings on stock returns, value's slump, equal-weighting, and the low-volatility phenomenon.
An academic's take on financial advisor conflicts that can leave investors saddled with costly, underperforming funds. We also touch on hedge fund activism, financial contagion, and female portfolio managers.
The Ellevest founder discusses how advisors fail their female clients, the lack of gender diversity in financial services, and why firms should be working to close the gender pay gap.
A noted researcher discusses the state of financial literacy in the U.S., the connection with income inequality, and what works with financial education.
The tax- and financial-planning specialist weighs in on how sweeping new legislation affects IRA withdrawals, charitable giving, 401(k) plans, and more.
The popular blogger at 'A Wealth of Common Sense' examines some of the most notorious financial scams and the lessons they impart in his new book, 'Don't Fall for It.
Fidelity Contrafund's longtime star manager on why he runs money, how his definition of "edge" has evolved, the best way to engage with analysts and company management, and more.
Our global ESG research leader on how sustainable investing has evolved and what comes next as it goes mainstream.
A leading blogger discusses some common misconceptions about the FIRE movement, as well as lifestyle and financial considerations for young retirees.
Morningstar's columnist reflects on his decades of analyzing and writing about the mutual fund, retirement, and financial advice industries.
We highlight some of the most indelible moments from our newest podcast.
We highlight some of the most indelible moments from our newest podcast.
A neuropsychologist discusses why clients don't do what their financial advisors tell them to do--and how advisors can improve upon that.
A noted researcher and consumer advocate discusses why so many financial literacy efforts don't improve outcomes--and what they could do better.
Vanguard's retired global CIO riffs on indexing, market efficiency, governance, alternative investing, and more in this wide-ranging conversation.
The noted retirement researcher explores 401(k)s, "the annuity puzzle," long-term care, and Social Security.
A value-investing maven explains why bargain-hunting has lagged.
A leading consumer advocate discusses whether small investors should have access to private markets, fee trends, and how recent financial-advisor regulation falls short.
An accomplished growth investor, Lynch explains how his team seeks to gain an edge, susses out the difference between innovation and mission creep, and applies different frameworks to mitigate biases and errors.
The behavioral finance expert discusses what our financial choices say about us and whether investors' decisions are becoming more rational.
The Dodge & Cox CEO and bond-fund manager on overseeing a fundholder-friendly firm and why she believes in an active approach to fixed-income investing.
Morningstar's director of global ETF research on fee wars, performance-chasing investors, and whether passive funds are doing their fair share for corporate governance.
The prominent retirement researcher discusses Social Security's viability, the role of housing wealth, and a surprising new finding about married couple's retirement preparedness.
A respected retirement researcher discusses what types of spending are correlated with a better retirement--and which are not.
T. Rowe Price's senior financial planner shares planning and portfolio to-dos for 20-somethings, people in their 70s and beyond, and everyone in between.
Morningstar's lead retirement researcher on retiree spending patterns, asset allocation, and mitigating the risks in a plan.
PIMCO's group CIO explains the firm's cautious outlook and why it's stressing liquidity in managing assets.
The hourly financial planner and columnist on navigating clients' behavioral biases and the virtues of plain-vanilla index funds.
Ariel International's manager discusses why she emphasizes downside protection and what the market is getting wrong about many of the largest companies.
The Research Affiliates founder thinks "value" is cheap, sees shades of the 2000 tech bubble in today's market, and takes issue with multifactor investing, among other matters.
The nationally recognized expert on retirement and aging discusses the state of retirement readiness in the U.S. and how reducing choice could improve success rates.
The Oakmark manager discusses the lasting lessons of the financial crisis and how traditional value metrics aren't necessarily the best gauge of an inexpensive stock.
The influential financial writer on what's driving higher market valuations, the challenges of retirement drawdown, and the myth of the 'dumb' investor.
Catch-up strategies for pre-retirees, "off-label" ideas for supersavers, and how the investment industry can make 'mountains out of molehills.'
The pioneer in hourly financial-planning guidance weighs in on choosing an advisor and rapidly evolving business models for financial advice.
Amid a weak stretch for value strategies, the asset-allocation specialist discusses why GMO remains pessimistic in its outlook for U.S. stocks.
The financial advisor and asset-allocation specialist discusses conflicts in advice-giving, which asset classes he avoids, and "factor renters."
The Ritholtz Wealth Management CEO discusses his transition from broker to advisor and why client portfolios should have fewer assets, not more.
Financial-planning guru Harold Evensky on the shortcomings of the SEC's newly enacted Regulation Best Interest, the bucket approach to retirement portfolios, and evolving business models for financial advice.
Morningstar's director of policy research on what's ailing the U.S. retirement system, the new SEC rule on advisor conflicts of interest, and why policy recommendations must be data-driven.
Financial planning guru Michael Kitces on the future of financial advice: technology, specialization, planning versus investment guidance, and how to pay for it.
Carolyn McClanahan on her shift from practicing medicine to financial planning, how to model health and long-term care costs, and troubleshooting financial risks later in life.
Vanguard's CEO on balancing growth with delivering good client outcomes, the future of advice, and the trend toward "free" products.
Investment writer Morgan Housel on coping with behavioral biases, the evolution of the investment industry, and the role of luck in investing.
Longtime fund observer Don Phillips on the importance of investor psychology, the uptake of passive and ESG investing, and Jack Bogle's enduring legacy.
In the first installment of Morningstar's new podcast, noted author and investment advisor Bill Bernstein riffs on the role of bonds, hazards in the market today, and fixing the system.