All Episodes
The Long Term Investor — 256 episodes
Investment Management Isn't A Commodity (EP.256)
Ben Carlson on Risk, Reward, and Building a Portfolio You Can Stick With (EP.255)
My Retirement Accounts Are Fully Funded, Now What? (EP.254)
How to Save for Your Kids Without Sacrificing Your Retirement With Kali and Eric Roberge (EP.253)
How to Save for College Without Worrying About Saving Too Much (EP.252)
Trump Accounts vs. Custodial Accounts: What Parents Should Actually Care About (EP.251)
Can Active Managers Beat the Market? Anu Ganti of S&P Dow Jones Breaks Down the Data (EP.250)
What Actually Drives Stock Prices? Sam Ro on Earnings, Valuations, and Market Noise (EP.249)
How to Pursue Excellence and Stay Human in the Age of AI With Brad Stulberg (EP.248)
How to Evaluate an ETF for a 351 Exchange: The Checklist to Get It Right (EP.247)
The Hidden Mechanics of ETFs: APs, Creation Units, and Pricing (EP.246)
How ETFs Come to Market: From Idea to Ticker (EP.245)
SpaceX IPO: What IPOs Really Are—and Why Your Plan Doesn't Need Them (EP.244)
The Importance of Working With A High-Quality Advisor with Plancorp's Ranie Verby (EP.243)
How to Think About Investing in AI (EP.242)
Vanguard's Return Forecasts Explained: What the Percentiles Really Mean with Kevin DiCiurcio (EP.241)
Inside the Engine: The Assumptions Behind Your Monte Carlo Retirement Plan (EP.240)
The 2026 Market Outlook: Earnings, the Fed, the Magnificent Seven, and Long-Term Investing with Liz Ann Sonders (EP.239)
Talking Shop with Rubin Miller (EP.238)
Talking Shop with Ashby Daniels (EP.237)
How to Choose Your Stock/Bond Mix (and Stick With It When Markets Get Ugly) (EP.236)
Why Your Bond Questions Are Really About Cash (EP.235)
Index vs Factor Investing (EP.234)
What Is The Market Portfolio—And How Should It Influence How We Invest? (EP.233)
The Latest Innovation in ETFs and Mutual Funds: Share Class Exemptive Relief, Explained — with Marlena Lee (EP.232)
Before You Add Alternatives: How to Tell if Private Markets Fit Within Your Plan (EP.231)
Year-End Equity Comp Playbook With John Owens (EP.230)
Why Everyone Suddenly Loves Gold (and What Could Go Wrong) (EP.229)
Stop Keeping Score: Power & Fairness With Money Ft. Heather and Doug Boneparth (EP.228)
Should You Move to Cash When Markets Hit All-Time Highs? (EP.227)
From Numbers to Meaning When Building Your Retirement Plan with Carl Richards (EP.226)
Trapped By Taxes? How 351 Exchanges Let You Diversify Without Selling Your Stock (EP.225)
Year-End Tax Planning After the OBBBA (EP.224)
Bond Funds vs Individual Bonds: What's Best for Your Portfolio? (EP.223)
M&A, Valuations, and the Future of RIAs — A Conversation with Ian Wenik (EP.222)
Muni Bonds Explained: How To Incorporate Tax-Free Income With Investing For Retirement (EP.221)
Can AI Keep Driving the Stock Market Higher? Callie Cox Explains (EP.220)
Mutual Funds vs ETFs vs SMAs: Which is the Best For You? (EP.219)
How Evidence-Based Advice Adds Up to 3% In Net Returns With Fran Kinniry (EP.218)
Reset Your Portfolio Expectations (Before It's Too Late) (EP.217)
The Power of Humility in Investing with Dan Rasmussen (EP.216)
Why Tax Benefits Shouldn't Drive Your Investment Decisions with Adam Cmejla (EP.215)
The Wealth Ladder: How Income, Spending, and Happiness Are Connected With Nick Maggiulli (EP.214)
Why Is the U.S. Dollar Declining—and What Does It Mean for Investors? (EP.213)
2025 Midyear Market Update: Navigating Volatility, Tariffs, and Global Opportunities (EP.212)
5 Investing Lessons Hidden In Market History (EP.211)
How Not to Invest: Avoiding Common Mistakes and Dangerous Financial Advice with Barry Ritholtz (EP.210)
Announcing My New Book: The Perfect Portfolio (EP.209)
Lessons on Investing, Market Crises, and the Power of Staying Calm With CNBC's Bob Pisani (EP.208)
TACO Investing: Navigating Market Volatility in the Age of Policy Whiplash (EP.207)
Redefining Behavioral Finance for the Modern Investor with Brian Portnoy (EP.206)
I'm Close to Retirement and the Market is Crazy…Now What? (EP.205)
Financial History's Biggest Lessons and How Past Crashes Can Guide Your Investing with Mark Higgins (EP.204)
Income vs. Total Return: Which Strategy Builds A More Reliable Retirement? (EP.203)
Are Private Markets Worth It? Vanguard's Fran Kinniry on Risks, Rewards, and Realities (EP.202)
Should You Buy the Dip? Smart Strategies And Surprising Math (EP.201)
The Overlooked Aspects Most Retirement Plans Miss With Christine Benz (EP.200)
Do Options-Based Strategies Capture Market Gains Without The Risk? (EP.199)
10 Stock Market Truths With Sam Ro (EP.198)
Should You Worry About a Recession? What Investors Need to Know in 2025 (EP.197)
The Truth About Risk, Retirement, and the National Debt with Allison Schrager (EP.196)
The Gold Rush—Should You Invest in Gold Now? (EP.195)
The Science of Investing and Tuning Out the Noise With David Booth (EP.194)
Why Watching The Market Hurts Your Returns (And How to Stop) (EP.193)
2025 Market Forecasts, Interest Rates, and Economic Risks With Dr. David Kelly (EP.192)
Charley Ellis on Why Most Investors Fail (And What to Do Instead) (EP.191)
The Hidden Risks of U.S. Stocks and Why Global Diversification Still Matters (EP.190)
A Life-Changing Retirement Is About More Than Money With Benjamin Brandt (EP.189)
How Much Do You Need to Retire Comfortably? (Key Benchmarks and Milestones Explained) (EP.188)
How Direct Indexing Could Save You Money On Taxes With Adam Cmejla (EP.187)
The Financial Advisor Checklist: What To Look For (And Avoid!) (EP.186)
Retirement Planning: Should You Go It Alone or Hire An Advisor? (EP.185)
The Biggest Investing Lessons Of 2024 To Take Into 2025 With Michael Batnick (EP.184)
6 Ways Tax Projections Could Save You Thousands (EP.183)
Got Stock Options? Don't Miss These Year-End Tax Moves With Ally Jane Ayers (EP.182)
Smart Year-End Tax Tips to Reduce Investment Taxes in Retirement (EP.181)
Rethinking Bonds: How to Strengthen Your Retirement Portfolio in Today's Market With David Braun (EP.180)
The Secrets of Smart Investing: Jason Zweig on Market Giants, Money Myths, and Staying Rational (EP.179)
Why 'The Intelligent Investor' Still Matters in a Fast-Paced Market With Jason Zweig (EP.178)
Post Election Thoughts (EP.177)
Why the Next Decade May Bring Lower Returns—And What It Means for You (EP.176)
The Hidden Risks of Managing Money Solo In Marriage With Sara Gelsheimer (EP.175)
Why More Money Doesn't Mean More Happiness—And What Does With Daniel Crosby (EP.174)
Wall Street's Evolution and What It Means for Investors With Josh Brown (EP.173)
Tax Hikes Ahead: Should You Do A Roth Conversion To Lock In Rates? (EP.172)
A Framework For Evaluating Investment Fads With Marlena Lee (EP.171)
A Low-Stress Way to Spend Guilt-Free and Keep Your Finances Healthy (EP.170)
Skill, Luck, and Strategy: What Chess Can Teach You About Investing with Rubin Miller (EP.169)
What To Do When A CD Matures (EP.168)
From Stock Picking To Systematic Investing Success With Wes Gray (EP.167)
Why You Don't Have to Pick Winning Stocks (EP.166)
Debunking Dividend Investing Myths ft. Taylor Schulte (EP.165)
A Routine Stock Market Pullback (EP.164)
How to Use Alternative Investments With Phil Huber [LIVE] (EP.163)
When Tax-Loss Harvesting Makes Sense (And When It Doesn't) (EP.162)
How to Reduce Your Investing Anxiety Using A Stoic Approach With Darius Foroux (EP.161)
How Will The US Presidential Election Impact The Stock Market? (EP.160)
The Sustainability of Social Security and What it Means For You (EP.159)
Will The US National Debt Cause Problems Soon? (EP.158)
Why the US Dollar Rules the World: A Deep Dive into Reserve Currencies (EP.157)
Jesse Cramer On The Astounding Math Behind Car Ownership (Rewind) (EP.156)
Ashby Daniels Challenges Conventional Wisdom (Rewind) (EP.155)
Michael Kitces On AI And The Evolution Of Financial Advice (Rewind) (EP.154)
Carl Richards On What Real Financial Advice Means (Rewind) (EP.153)
Burton Malkiel on A Random Walk Down Wall Street (Rewind) (EP.152)
The Pursuit of Meaningful Wealth ft. Khe Hy (EP.151)
Roth vs Traditional 401(k)s: Which Is Right For You? (EP.150)
Financial Planning for Female Breadwinners ft Sara Gelsheimer (EP.149)
Investing at All-Time Highs and Preparing For the Next Market Crash (EP.148)
What is the Retirement Podcast Network? ft Taylor Schulte and Benjamin Brandt (EP.147)
Is the S&P 500 Too Concentrated? (EP.146)
Behind The Scenes: How Peter Views Portfolio Construction (EP.145)
Why You Must Take Capital Gains to Rebalance Your Portfolio (EP.144)
How to Define What is "Enough" Financially with Manisha Thakor (EP.143)
Why Nvidia's Boom Isn't a Missed Opportunity (EP.142)
Evaluating Retirement Withdrawal Strategies with Christine Benz (EP.141)
5 Reasons You Need a Financial Plan That Have Nothing to Do With Money (EP.140)
Advanced Executive Compensation Strategies With Derek Jess (EP.139)
Equity Compensation Strategies: Everything You Need to Know With Derek Jess (EP.138)
Investing in Stocks at All-Time Highs (EP.137)
Decoding 2024's Investment Landscape with Callie Cox (EP.136)
Bitcoin ETF's Are Here, Should You Invest? (EP.135)
Mastering Change in Life and Work ft. Brad Stulberg (EP.134)
Setting Meaningful Money Resolutions (EP.133)
Investing in Retirement (Rewind) (EP.132)
Investing in Your 60s (Rewind) (EP.131)
Investing in Your 50s (Rewind) (EP.130)
Investing in Your 40s (Rewind) (EP.129)
Investing in Your 30s (Rewind) (EP.128)
Investing in Your 20s (Rewind) (EP.127)
25 Financial Thought Leaders Define "What Does It Mean To Be A Long-Term Investor? (EP.126)
Why Recessions Are So Hard To Predict with Morgan Housel [LIVE] (EP.125)
The Four Pillars of Investing ft. William Bernstein (EP.124)
Form ADV: How to Research Financial Advisory Firms (EP.123)
Connecting With Your Future Self to Make Better Decisions ft. Hal Hershfield (EP.122)
What is Evidence-Based Investing? (EP.121)
Crucial Year-End Tax and Estate Planning Strategies with Plancorp's Susan Jones (EP.120)
The Evolution of Behavioral Finance ft. Meir Statman [LIVE] (EP.119)
4 Ways to Diversify Concentrated Stock Positions (EP.118)
What's the Best Strategy For Investing a Large Amount of Cash? (EP.117)
The Astounding Math Behind Car Ownership with Jesse Cramer (EP.116)
Debunking Myths About FedNow (EP.115)
How to Strategically Pay Down Your Student Debt with Tyler Olson (EP.114)
High Income, High Debt: Strategies for Tackling Massive Student Loans Cait Howerton (EP.113)
The Uncertainty Solution with John Jennings (EP.112)
How to Determine Your Investment Risk Tolerance (EP.111)
Index vs Factor Investing and the Impact on Retirement Savings ft. Mathieu Pellerin (EP.110)
Should You Hold Cash Instead Of Bonds Right Now? (EP.109)
The Great Money Reset with Jill Schlesinger (EP.108)
Are US Stocks Enough For Your Portfolio? (EP.107)
Lessons from the World's Most Successful People with Polina Pompliano (EP.106)
How Will AI Impact Your Portfolio? (EP.105)
Challenging Conventional Wisdom With Ashby Daniels (EP.104)
HSAs – Supercharge Your Retirement Savings With This Powerful Account (EP.103)
AI and the Evolution of Financial Advice with Michael Kitces [LIVE] (EP.102)
Debt Ceiling Standoff: 3 Possible Outcomes ft. Chris Kerckhoff (EP.101)
What Real Financial Advice Means with Carl Richards (EP.100)
The Problem With Investing in Bond Indexes (EP.99)
Financial Steps to Take After the Death of A Spouse With Mike Piper (EP.98)
Individual Bonds vs Bond Funds (EP.97)
The 3 Components of Successful Investing with Rick Ferri (EP.96)
What Is Direct Indexing? (EP.95)
A History of Investment Vehicles From 1774-2023 with Jamie Catherwood (EP.94)
What the Silicon Valley Bank Failure Means For You (EP.93)
Stocks for The Long Run with Jeremy Schwartz (EP.92)
When Will the Bear Market End? (EP.91)
Planning Opportunities from SECURE 2.0 Act ft Plancorp's Brian King (EP.90)
How to Create a Budget That Actually Works (EP.89)
Evidence-Based Investing with Robin Powell (EP.88)
How to Measure the Success of Your Portfolio (EP.87)
Improving Diversity & Inclusion in Financial Planning ft. Dasarte Yarnway (EP.86)
What's The Right Way to Measure Yield? (EP.85)
CIO Roundtable with Rubin Miller and Phil Huber (EP.84)
4 Simple Steps to Improve Your Financial Wellbeing (EP.83)
A Random Walk Down Wall Street with Dr. Burton Malkiel (EP.82)
How To Interview An Advisor (Rewind) (EP.81)
Do it Yourself or Hire an Advisor? (Rewind) (EP.80)
IRMAA Fees In Retirement & How To Avoid Them with Taylor Schulte (EP.79)
What To Do With RMDs You Don't Need (EP.78)
When Spreadsheets and Reality Collide with Ben Carlson (EP.77)
Is the 60/40 Portfolio Dead? (EP.76)
Charitable Giving and Tax Strategies to Consider ft. Plancorp's Sara Gelsheimer (EP.75)
The Failure of Active Management (EP.74)
Why Active Management Fails with Dr. Andrew Berkin (EP.73)
The Collective Wisdom of Financial Markets (EP.72)
Making Behavioral Finance Actionable with Bob Seawright (EP.71)
Thinking of Markets Like Piles of Sand (EP.70)
ESG Bonds with Steve Liberatore (EP.69)
Wealth Manager vs. Financial Advisor: What's the Difference? (EP.68)
What Is Sustainable Investing? (Feat. Sam Adams) (EP.67)
6 Questions People Don't Ask Their Financial Advisor, But Should (EP.66)
What is Going on In the Market with Gargi Pal Chaudhuri (EP.65)
Where to Invest For Yield Today (EP.64)
Should You Invest in Individual Stocks? (EP.63)
Investing for Higher Expected Returns with Eduardo Repetto (EP.62)
Investing in Retirement (EP.61)
Investing in Your 60s (EP.60)
Investing in Your 50s (EP.59)
Investing in Your 40s (EP.58)
Investing in Your 30s (EP.57)
Investing in Your 20s (EP.56)
Why Do Stocks Go Up? with Brian Feroldi (EP.55)
How Much Money Do You Need to Retire? (EP.54)
Making Sense of Confusing Advisor Conflicts with Professor Nicole Boyson (EP.53)
How to Manage a 529 Plan During a Market Downturn (EP.52)
Investment Planning vs Investment Management with Dr. Preston Cherry (EP.51)
How to Read More (EP.50)
"The Bond King" with Mary Childs of NPR Planet Money (EP.47)
Are We Headed For A Bear Market? (EP.48)
What Most People Misunderstand About Investing With Dr. Daniel Crosby (EP.47)
The Art of Better Recordkeeping (EP.46)
The Importance of Asking 'What If?' with Stacking Benjamins Co-Host Joe Saul-Sehy (EP.45)
Is the Bond Market Predicting a Recession? (EP.44)
Just Keep Buying with Nick Maggiulli (EP.43)
Your 401(k) Questions Answered (EP.42)
Choosing The Right Investment Strategy with Vanguard's Liz Anne Muirhead and Natalie Marvi-Romeo (EP.41)
How to Prepare for a Market Downturn (EP.40)
The Importance of Holistic Wellbeing with Joy Lere (EP.39)
How to Rock Retirement With Roger Whitney (EP.38)
What To Do When the Market Drops (EP.37)
How People Get in Trouble Making Long-Term Investment Decisions with Stacking Benjamins OG, Josh Bannerman (EP.36)
7 Reasons I'm Not Worried About Inflation (EP.35)
What To Do About Bonds Right Now with PIMCO's David Braun (EP.34)
4 Reasons To Worry About Market Volatility (EP.33)
Why Being Wealthy Is Better Than Being Rich with Brian Portnoy (EP.32)
Investing For Inflation, Cryptocurrency, and Advisor Fees (EP.31)
Your 2022 Financial To-Do List With Christine Benz (EP.30)
Listener Q&A: 2022 Outlook, Investing at All-Time Highs, Hedging Inflation, and Target Date Funds (EP.29)
How To Interview An Advisor (EP.28)
How to Consume Financial Information With Tadas Viskanta (EP.27)
Not All Financial Advisors Are Created Equal
An Inside Look At Investopedia with Caleb Silver (EP.25)
Do it Yourself or Hire an Advisor? (EP.24)
Valuations, Interest Rates, and Inflation with Gerard O'Reilly Co-CEO of Dimensional (EP.23)
To Add or Not To Add? (EP.22)
Alternative Investments With Phil Huber (EP.21)
How to Estimate Retirement Spending, When to Stop Saving For Retirement, and Considerations for Refinancing in 2022
Should You Invest in a Bitcoin ETF? (EP.19)
What You Need to Know About Bonds (EP.18)
The Debt Ceiling and What Investors Need to Know (EP.17)
Lifestyle Creep (EP.16)
2021 Year-End Tax Planning With Brian King (EP.15)
How Markets Work (EP.14)
ESG Investing (EP.13)
Mailbag: Housing Is Not An Asset, Ideal Retirement Investments, and How to Prioritize Paying Down Debt vs Investing (EP.12)
Where to Save for Retirement (EP.11)
The Secret to Timing the Market (EP.10)
The Best Way to Rebalance Your Portfolio (EP.09)
Investing For Inflation (EP.08)
How to Minimize Regret With Your Investment Decisions (EP.07)
Making Money Simple (Part III) (EP.06)
Making Money Simple (Part II) (EP.05)
Making Money Simple (Part I) (EP.04)
You Don't Live In A Spreadsheet (EP.03)
How I Invest My Money (EP.02)
Why To Be A Long Term Investor (EP.01)