Watch Now Listen Now This week, I welcome back Fran Kinniry, Senior Investment Executive at Vanguard and Head of the Investment Advisory Research Center. Fran is often described as the “father” of Vanguard’s Advisor’s Alpha framework, which just celebrated its 25th...
Listen Now Recently, I joined Jesse Cramer on The Best Interest Podcast for a conversation on volatility, investor behavior, and how to avoid overreacting to headlines. We unpack why market noise can distort long-term plans and what to do when your risk tolerance...
Watch Now Listen Now In this episode, I speak with Dan Rasmussen, author of The Humble Investor, about the often-overlooked power of humility in investment strategy. We kick off the conversation by unpacking the core premise of the book: that humility isn’t...
Listen Now I recently joined the 20/20 Money podcast to explore Opportunity Zones—investment vehicles known for their attractive tax benefits, but often misunderstood risks. As we dissect several real-world scenarios, I share a concept from my upcoming book, The...
Watch Now Listen Now In this episode, Nick Maggiulli, author of the acclaimed finance blog Of Dollars and Data, joins me to unpack his groundbreaking new book, The Wealth Ladder. We dive into fresh insights on how your financial strategy should evolve as you climb...
