logo
episode-header-image
Jan 2024
52m 15s

Best of the Long View 2023: Financial Pl...

MORNINGSTAR
About this episode
Some of our favorite clips from interviews with financial planners, advisors, and retirement researchers over the past year. 
Up next
Feb 24
Hilary Wiek: Perspective on Private Markets
Today’s guest on The Long View is Hilary Wiek. Hilary is a principal analyst at PitchBook, where she leads PitchBook’s coverage of fund strategies and performance, publishing primary research on the alternative space. Hilary also leads PitchBook’s coverage of the ESG and impact i ... Show More
49m 37s
Feb 17
Jim O’Shaughnessy: Investing Lessons From a Lifelong Learner
Our guest on the podcast today is Jim O’Shaughnessy. Jim founded O’Shaughnessy Asset Management, a quantitative investment management firm in 1993. Franklin Templeton acquired the firm in 2021. Jim is also an author of several books, including Invest Like the Best and What Works ... Show More
1h 2m
Feb 10
Sara Devereux: Bonds Are Still Ballast
Today’s guest on The Long View is Sara Devereaux. Sara is the Chief Investment Officer of Vanguard Capital Management and Global Head of Fixed Income. She oversees the investment professionals responsible for portfolio management, trading, and research for Vanguard’s internally m ... Show More
56m 28s
Recommended Episodes
Jul 2022
320: Finance Friday: How to Invest When the 20-Year Grind Pays Off
Retirement strategies range from simple index fund investing all the way to full-on real estate development deals. What works for some investors won’t work for others. What’s most important to you is knowing what will or won’t work for your lifestyle. Some workers can easily do a ... Show More
1h 4m
Dec 2020
424: Make More Money, Build Your Portfolio, and Get Greater Tax Deductions in 2021 with J Scott, Amanda Han, & Matt MacFarland
We have a real estate and investing mastermind session in this episode of the BiggerPockets Real Estate podcast! J Scott, Amanda Han, & Matt MacFarland join David and Brandon to discuss what investors should do to maximize their wealth (and opportunities) in 2021. Co-host David G ... Show More
1h 41m
Apr 2024
The Realities of Retiring Early
<p>The point of money is to make life easier. To give you security, comfort, and the ability to do the things that make you happy.</p><p>So if you’ve made enough to take care of that for life, you can just stop making more… right?</p><p>Retiring early is a dream for many, but wha ... Show More
39m 13s
Dec 2021
The 2021 Milly Awards
Sam Parr (@theSamParr) and Shaan Puri (@ShaanVP) are joined by Andrew Wilkinson (@awilkinson) to go through their 2021 Milly Awards. They hand out awards like "billionaire of the year," "best investment of the year," "best podcast guest," and more.  _____ * Do you love MFM and wa ... Show More
1h 49m
Dec 2022
Mind-Blowing AI Tools, 2023 Goals, & Money Making Arbitrage Schemes
Episode 391: Sam Parr (@TheSamParr) and Shaan Puri (@ShaanVP) talk about their new favorite AI tool, how to make money from arbitrage, goal setting for 2023, and more. ----- Links: * Character.AI * Adept * State of AI Report * Vintage Wall Graphics - Etsy * Pipe * Do you love MFM ... Show More
1h 10m
Apr 2017
017R | The Roth IRA Conversion Ladder | A Case Study
<p>017R | In Today's Podcast we cover: Friday Roundup # 6 This is our 23rd episode and providing a home for the FIRE community Thank you for our 50th review on Itunes (from Chad Carson!) – we plan to implement the voicemail feature on the website so we can use your input on the s ... Show More
1h 2m
Feb 2024
238. Dorie Clark — The Long Game: How to Be a Long-Term Thinker in a Short-Term World [Encore Edition]
Looking into a crystal ball won't reveal the future, but best-selling author and the world's #1 communication coach Dorie Clark is here to guide you toward better preparation for what lies ahead. In this episode of The Game Changing Attorney Podcast, Dorie and Crisp Founder & CEO ... Show More
45m 37s
Oct 2022
9 Business Ideas To Profit From The 2022 A.I. Gold Rush (Using Dall-E & GPT3)
Episode 376: Sam Parr (@TheSamParr) and Shaan Puri (@ShaanVP) talk all things Artificial Intelligence: reaction to Joe Rogan's AI interview with Steve Jobs, AI in the workplace, new AI business ideas, AI Billy of the Week, and more. ----- Links: * Podcast.ai * Runway * Interior A ... Show More
1h 21m
Mar 2024
249. Codie Sanchez — Maximizing Income: Strategies for Achieving Financial Freedom
Can calculated decisions lead to true financial freedom, or is it all just wishful thinking? Prepare to discover how one entrepreneur turned a series of sound yet lucrative investments into a multimillion-dollar empire. Meet Codie Sanchez, a finance maven who's on a mission to cr ... Show More
41m 56s