Andrew Miller: ‘No Index Is Truly Passive’

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 8 March 2022

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

The investment advisor discusses portfolio construction, the ‘active decisions of indexes,’ and the challenges of setting in-retirement withdrawal rates.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.7	Hi, and welcome to the Longview. I'm Jeff Battack, Chief Ratings Officer for Morningstar Research Services. And I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:42.7	Our guest this week is Andrew Miller. Andrew is a partner at Creative Planning where he advises
0:47.4	clients on financial planning and investment issues. Prior to joining Creative Planning in 2020,
0:53.0	Andrew...
0:53.3	At Jackson, we've created a digital retirement planning experience with you and mine.
0:58.6	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools that are designed to enable financial professionals and clients to plan a path to financial freedom.
1:08.6	Jackson is short for Jackson Financial Incorporated, Jackson
1:11.5	National Life Insurance Company, Lansing, Michigan, and Jackson National Life Insurance Company
1:15.7	of New York. Purchase New York.
1:19.2	He was a partner at Miller Financial Management, where he focused on portfolio construction,
1:24.2	financial and tax planning, as well as investment management. He's active on social
1:28.9	media. You can find him on Twitter at at Miller AK-4-2 and his authored research on various financial
1:35.7	planning and investing topics that you can find online. Andrew's a CFA charter holder and also
1:41.4	is a certified financial planner. He received his bachelor's degree in finance
1:45.6	from Indiana University. Andrew, welcome to the Longview. Well, thank you, Jeff, and thank you,
1:50.9	Christine, for hosting me. Oh, it's our pleasure. Thanks so much for being here. So we wanted to start
	...

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