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The Long View

Ben Carlson: How Not to Get Scammed

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

4.5775 Ratings

🗓️ 5 February 2020

⏱️ 47 minutes

🧾️ Download transcript

Summary

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.

Transcript

Click on a timestamp to play from that location

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.

0:23.3

Purchase New York.

0:26.5

Please stay tuned for important disclosure information at the conclusion of this episode.

0:32.7

Hi, and welcome to the Longview.

0:34.5

I'm Jeff Battack, Director of Manager Research for Morningstar Research Services.

0:38.0

And I'm Christine Ben's Director of Personal Finance for Morningstar, Inc.

0:42.0

Our guest this week is Ben Carlson. Ben is Director of Institutional Asset Management

0:46.7

at Riddholt's Wealth Management. A prolific and insightful writer, Ben frequently

0:50.8

publishes pieces on investing, personal finance, and other topics on his popular

0:55.4

blog, A Wealth of Common Sense. In addition, he co-hosts the Animal Spirits podcast with his

1:00.9

colleague Michael Batnik and is active on social media, including Twitter, where he can be found

1:05.9

at A Wealth of CS. A CFA charter holder and graduate of Grandview State University, Ben has authored several

1:13.3

books, including a wealth of common sense, an organizational alpha. In today's episode, we'll

1:18.8

be discussing Ben's most recently published book called Don't Fall For It, A Short History of Financial

1:24.2

Scams. Ben, welcome to the Longview. Hi, thanks for having me. So you're well

1:29.3

known in the blogosphere and financial social media, but today's podcast probably introduces

1:33.7

you to some of our listeners for the first time. So can you briefly describe what you do for

1:37.8

Rittholds wealth management and how a wealth of common sense your blog and other writing you do

...

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