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Jan 2024
49m 35s

Best of The Long View: Investing

MORNINGSTAR
About this episode
Some of our favorite clips from interviews with portfolio managers and investment specialists in 2023. 
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Feb 3
Sally Balch Hurme: Getting Your Affairs in Order as You Get Older
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
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Jan 27
Leyla Kunimoto: Why Investors in Private Markets Need a Louder Voice
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
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Jan 20
Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’
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
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