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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
Apr 14
Harry Margolis: How to Confront Aging Challenges Head-On
Our guest on the podcast today is Harry Margolis. Harry has been representing seniors, individuals with special needs, and their families since he started ElderLaw Services, the predecessor of Margolis Bloom & D’Agostino in June 1987. His firm helps clients pay for long-term care ... Show More
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Apr 7
Wade Pfau: Higher Bond Yields Are a Plus for Retirees
Our guest on the podcast today is retirement researcher Wade Pfau. Wade is the founder of Retirement Researcher, an educational resource on retirement planning for individuals and financial advisors. He’s co-founder of the Retirement Income Style Awareness Tool and a co-host of t ... Show More
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Pat Dorsey: Economic Moats and More
Today’s guest on The Long View is Pat Dorsey. Pat is the founder of Dorsey Asset Management, a boutique asset manager serving institutional clients. From 2000 to 2011, Pat was the director of equity research for Morningstar, where he led the growth of Morningstar’s equity researc ... Show More
43m 5s
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