William Bernstein: If You've Won the Gam...

Our guest on the podcast today is Sally Balch Hurme. Sally is the author of Checklist for My Family: A Guide to My History, Financial Plans and Final Wishes, as well as several other books. She worked at AARP for 23 years and has written more than 20 law review articles on topics ... Show More

Our guest on the podcast today is Leyla Kunimoto. Leyla is the founder and editor of Accredited Investor Insights, a newsletter that helps investors navigate private markets. She writes about private equity, private credit, and real estate, focusing on the practical realities of ... Show More

Our guests on the podcast today are Cody Garrett and Sean Mullaney. They’re both advice-only financial planners, and they’re the co-authors of a new book called Tax Planning To and Through Early Retirement. Cody is a certified financial planner and the founder of Measure Twice Mo ... Show More

#550: Paul Merriman, a former wealth manager turned financial educator, joins us to share investing wisdom that could reshape how you think about your money. We kick things off talking about portfolio diversification. Paul suggests a simple four-fund strategy that includes large ... Show More

Victor Haghani started his career at Salomon Brothers and shortly after became a managing director in the bond arbitrage group run by John Meriwether. He was a founding partner of Long-Term Capital Management and established its London office. The failure of LTCM was a life-chang ... Show More

This episode originally aired on Feb 20, 2024. Steve Young is most well known for his NFL accolades, but since his retirement from the 49ers he’s built another type of empire as Partner, Chairman and Co-founder of private equity firm, HGGC. In this episode, SoFi's Head of Investm ... Show More

The principles of investing are fairly simple to understand. Application requires some intensity. William Green is the author Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life. Green also hosts a podcast with the same title. Robert Brokamp caugh ... Show More

What’s the secret behind beating the market? It's a question many ask, but who really knows the answer? James Taylor, co-author of ‘Invested: How Three Centuries of Stock Market Advice Reshaped Our Money, Markets, and Mind’, looks at why, despite the rise of passive investing, so ... Show More

Stop making million dollar decisions alone. Hampton gives you a personal board of eight vetted founders in your city who meet monthly to tackle your hardest problems. Find your group: joinhampton.comRob Townsend says you’re wrong about financial advisors… mostly. And he’s built a ... Show More

<p>Jeffrey C Hooke is a full-time finance lecturer at Johns Hopkins Carey Business School, an experienced investment banker and private equity professional. He is a keen observer of the institutional investment business, and he is the author of five books. A portion of his second ... Show More

💡Get a free portfolio review with Jonathan Wellum and the team at Rocklinc, visit: https://bit.ly/4qFE3Hb Markets are expensive. Debt is historic. AI valuations are pricing in growth forever. So how do you protect and grow your wealth? In this Ask Me Anything, Rocklink CEO & CIO ... Show More

Are we headed right for a recession, or are stocks on sale? We don’t own a crystal ball, but Ricky Mulvey from The Motley Fool is capitalizing on the recent stock market swing by loading up on some of his favorite equities. Stay tuned to find out if now is an ideal time for YOU t ... Show More