Watch Now Listen Now I’m joined by Phillip “Felipe” Toews, author of The Behavioral Portfolio, to discuss why good investing is about more than selecting the right mix of stocks and bonds. In this conversation, Phillip explains why portfolios need to address both the...
Listen Now Why So Many Investors Think Investment Management Is a Commodity I’m a bit worried this episode is going to annoy some people, but I feel strongly that investment management is not a commodity. And I understand exactly why smart people think it is....
Watch Now Listen Now I’m joined by Ben Carlson to discuss his new book, Risk and Reward, and the trade-offs every investor faces when deciding what to do with their money. You probably know Ben from his blog, A Wealth of Common Sense, his earlier book by the same...
Listen Now What should you do after your retirement accounts are fully funded? For purposes of this episode, I mean you’ve already done the obvious tax-advantaged things. You’ve maxed your workplace retirement plan. You’ve handled your IRA strategy. You’ve funded your...
Watch Now Listen Now In this episode, I sat down with Eric and Kali Roberge of Beyond Your Hammock and the Money for Life podcast to talk about one of the hardest parts of family finance: how to help your kids financially without losing sight of your own goals. We...
Listen Now In this episode, we’re talking about one of the biggest questions parents and grandparents face when saving for a child: how much of that money should actually go into a 529 plan? Because 529 plans are powerful. But some families also worry about...
