Ramit Sethi: Investing Shouldn’t Be Your Identity
The author and personal finance expert discusses his new Netflix show, what it means to have a ‘rich life,’ and why he’s not a fan of budgeting.
The Long View
Empowering long-term investors with actionable insights on retirement, personal finance, and portfolio strategy. Hosts Christine Benz, Amy Arnott, and Ben Johnson talk with influential leaders in finance and investing every week.
Joel Tillinghast: The Art of Investing
The legendary Fidelity manager discusses his biggest investing mistake, the implications of AI for portfolio management, and how private equity affects investors in public securities.
Mike Piper: Financial Considerations for People Who Have Enough
How having sufficient assets for one’s own lifetime affects decision-making for investments, charitable giving, estate planning, and taxes.
Aswath Damodaran: A Valuation Expert’s Take on Inflation, Stock Buybacks, ESG, and More
The distinguished NYU professor expounds on whether stocks look cheap or dear, market efficiency, and the rise of AI.
Michael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning
The financial planning expert discusses the equity risk premium, tax-efficient retirement drawdown, and where to stash cash in a higher-interest-rate era.
Liz Ann Sonders: Navigating a New ‘Temperamental Era’ in Markets
The Charles Schwab strategist on recession risks, inflation, Fed policy, the housing outlook, and more.
Jill Schlesinger: ‘The Great Money Reset’
The popular author and podcast host discusses navigating financial transitions in the wake of the pandemic, the current financial environment, and how to negotiate in the workplace.
Micah Hauptman: Advocating for Investors’ Best Interests
The director of investor protection at the Consumer Federation of America discusses conflicts of interest in the financial-advice space, crypto assets, and how social media affects investment decision-making.
James Choi: How to Improve the Way We Present and Make Investment Choices
A noted household- and behavioral-finance researcher discusses conventional personal finance advice, emergency savings, and the role of defaults in improving retirement outcomes.
Mark Berg: Hourly Financial Planning Is ‘A Vast Blue Ocean’
The founder of Timothy Financial Counsel on the best candidates for hourly advice, direct indexing and tax planning, and how his firm advises clients in retirement.
Brad Barrett: ‘Start With a Small Win’
The podcaster and blogger discusses what financial freedom means to him, his thoughts on safe withdrawal rates, and travel tips and hacks.
Robert Powell: ‘How Do I Generate Income?’
The retirement-planning specialist discusses whether the 60/40 is broken, annuities, and the challenges of creating one-size-fits-many solutions for retirement.
Lubos Pastor: ‘Judging Fund Managers by the Company They Keep’
A leading academic researcher on stock volatility, ESG and expected returns, the liquidity risk factor, and more.
Stacy Francis: On a Mission to Help Women Thrive
The financial advisor on whether women invest differently than men, how couples can find financial peace, and why widows often switch financial advisors.
Derek Tharp: An Alternative Approach to Calculating In-Retirement Withdrawals
The financial planning professor and researcher discusses retirement-spending strategies, sequence risk, and portfolio construction.
Cody Garrett: ‘Give Every Dollar a Job and a Use-By Date’
A financial planner discusses his shift from music to finance, his work in financial education, and where he thinks advisors can add the most value.
Kathy Jones on Inflation: ‘The Worst Is Behind Us’
Charles Schwab’s chief fixed-income strategist on the interest-rate picture, the jobs market, the recession outlook, housing, and more.
Katie Gatti Tassin: ‘Openness Has Been a Bit of a Secret Sauce’
The popular blogger and host of The Money with Katie Show talks about finding her audience, key financial decisions like whether to buy a home, and ‘the monetization of self.’
Ann Garcia: How to Pay for College
The financial planner and author discusses the college application process, strategies for making college more affordable, and how college choice affects success later in life.
Jeff Levine: Smart Tax Moves for 2023 and Beyond
The financial planning expert discusses Secure 2.0, tax planning before and during retirement, and whether investors should bank on continued low tax rates.
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