The podcaster and blogger discusses what financial freedom means to him, his thoughts on safe withdrawal rates, and travel tips and hacks.
The retirement-planning specialist discusses whether the 60/40 is broken, annuities, and the challenges of creating one-size-fits-many solutions for retirement.
A leading academic researcher on stock volatility, ESG and expected returns, the liquidity risk factor, and more.
The financial advisor on whether women invest differently than men, how couples can find financial peace, and why widows often switch financial advisors.
The financial planning professor and researcher discusses retirement-spending strategies, sequence risk, and portfolio construction.
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.
Charles Schwab’s chief fixed-income strategist on the interest-rate picture, the jobs market, the recession outlook, housing, and more.
The popular blogger and podcast host talks about finding her audience, key financial decisions like whether to buy a home, and ‘the monetization of self.’
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.
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.