Overview
345 Episodes
The author, speaker, and family caregiver on aging successfully, new options for housing later in life, navigating family relationships, and more.
Transcribed - Published: 9 December 2025
The author and investment advisor on the danger of chronic deficits, the importance of central bank independence, warning signs in private credit, and why he’s still optimistic about America’s future.
Transcribed - Published: 2 December 2025
Plus, several undervalued stocks to buy with stable dividends.
Transcribed - Published: 1 December 2025
A seasoned analyst opines on active fixed-income management, private debt investments, and the evolution of an asset class.
Transcribed - Published: 25 November 2025
The author, podcast host, and financial advisor discusses how to avoid a letdown after retirement, how retired couples can find harmony, and other secrets to maximizing well-being later in life.
Transcribed - Published: 18 November 2025
Ritholtz Wealth Management’s chief market strategist shares her framework for sussing out signal from market noise, her take on AI’s long-term impact on the economy and markets, and investing lessons learned from her own personal experience.
Transcribed - Published: 11 November 2025
The journalist and author shares her personal story and gives practical tips for helping a parent through healthcare and financial challenges.
Transcribed - Published: 4 November 2025
The authors of a new book about money and relationships discuss the importance of understanding each partner’s money history and definition of ‘enough.’
Transcribed - Published: 28 October 2025
The author and advisor to financial advisors discusses some of his favorite money-related sketches, the ‘fake advice industry,’ and how to have better conversations about money.
Transcribed - Published: 21 October 2025
An investor and policymaker emphasizes the importance of alternative strategies in an uncertain macro environment.
Transcribed - Published: 14 October 2025
The author and ‘workplace futurist’ discusses how people born between 1965-80 can improve their retirement wherewithal, the viability of Social Security for this generation, and the benefits and limitations of working longer.
Transcribed - Published: 30 September 2025
A financial advisor and retirement blogger discuss the key phases of retirement, structuring portfolios for drawdown, and how retirees can give themselves ‘permission to spend.’
Transcribed - Published: 23 September 2025
The author and adventure sailor on thinking big, changing your life course, and managing the transition into retirement.
Transcribed - Published: 16 September 2025
The financial advisor and adjunct professor discusses elevated equity valuations, the limitations of random-walk assumptions, and why bonds are riskier than you might think.
Transcribed - Published: 9 September 2025
Vanguard’s global chief economist handicaps the odds of recession and higher inflation and discusses how investors can thrive in an era of AI, aging populations, and a rising US deficit.
Transcribed - Published: 2 September 2025
Economist Neil Shearing ponders shifting global trade patterns, inflation, the dollar, and more.
Transcribed - Published: 26 August 2025
An investor and author explains the ‘founder effect.’
Transcribed - Published: 19 August 2025
Christine Benz, host of The Long View, is a special guest on The Morning Filter this week. Find out whether it’s too late to invest in international stocks, who needs bonds, and what role dividend stocks should play in an investment portfolio.
Transcribed - Published: 18 August 2025
The advisor to advisors discusses setting plans, dismisses algorithms over humans, and showcases the highest value service that advisors provide.
Transcribed - Published: 12 August 2025
The noted author, consultant, and academic on the virtues of simplicity, the challenges facing active managers, and why he would stay away from investing in private capital.
Transcribed - Published: 5 August 2025
The founder of AQR Capital Management discusses alternative strategies, private markets, tariffs, and the role of AI in investing.
Transcribed - Published: 29 July 2025
The author and blogger discusses how financial priorities should change with income and net worth, the money/happiness connection, and why deciding how to spend is just as important as deciding how to invest.
Transcribed - Published: 22 July 2025
The portfolio manager and research director shares his thoughts on volatility, AI, the Magnificent Seven, and private equity.
Transcribed - Published: 15 July 2025
One year into his tenure, the Vanguard CEO reflects on the push to get investors into private securities, the future of advice at Vanguard, and whether the firm has addressed its customer service and technology issues.
Transcribed - Published: 8 July 2025
The CEO of Abundo Wealth discusses the Advice-Only Network, younger investors’ advice preferences, and why consumers should prioritize financial planning over investment advice.
Transcribed - Published: 24 June 2025
The host of ‘Daughterhood the Podcast’ reflects on long-term care in the US, the role of family caregivers, and implications for their health and wealth.
Transcribed - Published: 17 June 2025
Plus, an update on tariffs, trade deals, and stocks that could benefit.
Transcribed - Published: 16 June 2025
A seasoned macroeconomist talks through short-term and long-term economic drivers.
Transcribed - Published: 10 June 2025
The PWL Capital chief investment officer discusses DFA, factor investing, the home-country bias, and investment advisory trends in Canada.
Transcribed - Published: 3 June 2025
The author and Wall Street Journal columnist on Ben Graham’s enduring wisdom, Jonathan Clements’ impact, and more.
Transcribed - Published: 27 May 2025
The author and blogger discusses the new edition of his personal finance blockbuster, his biggest financial mistakes, and the three investments that belong in every investor’s portfolio.
Transcribed - Published: 20 May 2025
A former development banker and Nigerian regulator reflects on the importance of capital markets.
Transcribed - Published: 13 May 2025
A ‘humble investor’ opines on asset allocation, factor investing, and the limits of forecasting.
Transcribed - Published: 6 May 2025
The DFA chairman and co-founder reflects on the Tune Out the Noise documentary and the revolution in modern finance.
Transcribed - Published: 29 April 2025
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
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