#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 cap, small cap, and value stocks. He says this mix has historically beaten the ... Show More
Nov 21
What If Everything We Know About Hiring Is Wrong?, with William Vanderbloemen
#662: Most teams hire for skills. The best teams hire for wiring.
What if the reason someone accelerates your organization, or quietly derails it, has more to do with their response time, processing style, or sense of mission than their résumé?
This episode dives into the ... Show More
1h 19m
Nov 18
Q&A: She's Broke. He's Rich. And You're Asking About AI Stocks.
#661: When your income drops, debt spikes, and a rental property starts bleeding cash, it can feel like your entire financial foundation is cracking beneath you. Veronica, our first caller, is navigating all of it at once, from a near-foreclosure to a luxury car payment that’s st ... Show More
1h 20m
Nov 14
The Brutal Math of Caring for Aging Parents, with MarketWatch Columnist Beth Pinsker
#660: Caring for an aging parent can morph into a second full-time job, and even the most financially savvy adults get blindsided. Bank accounts freeze, home sales stall, and family savings disappear faster than anyone expects.
In this episode, we dig into what really happens ... Show More
1h 2m
May 2019
William Bernstein: If You've Won the Game, Stop Playing
<p>Our guest this week is noted author and advisor, William Bernstein. Bill’s background and entree to finance is unique—a neurologist by training, Bill self-taught himself the principles of investing and asset allocation, eventually parlaying that knowledge into a successful fin ... Show More
55m 6s
Jun 2025
Revisiting: A Successful Transition to Investing with Steve Young
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
37m 57s
Apr 2025
Warren Buffets Advice For Investors in 2025
<p>This week, Sim breaks down the four hottest investing lessons from Warren Buffett’s 2024 shareholder letter and how you can apply them to grow your wealth. From ignoring political noise to investing beyond your home country, Sim shares simple, timeless strategies that even new ... Show More
15m 36s
Jul 2019
Maria Bruno and Joel Dickson: 'Building a Better Retirement'
<p>Our guests for the latest installment of "The Long View," Maria Bruno and Joel Dickson, are both veterans of investment behemoth Vanguard. </p>
<p>Bruno is the head of U.S. wealth planning research at Vanguard, leading a team responsible for conducting research and analysis on ... Show More
58m 56s
Apr 2025
I Made $50,000 In The Sharemarket This Week - 5 Rules Warren Buffet Taught Me
<p>This week, Sim shares how she made $50,000 in one day from the stock market by following five timeless Warren Buffett investing principles—no day trading, no gambling, just patient and consistent index fund investing. She breaks down powerful lessons like being greedy when oth ... Show More
20m 47s
May 2025
Warren Buffett’s Real Estate vs. Stocks Strategy & Thoughts on Bitcoin
<p><span>In this enlightening clip, join Rashad Bilal, Troy Millings, and Ian Dunlap as they break down Warren Buffett’s investment preferences and debate the classic question: stocks or real estate? The trio dives into public records showing Buffett famously owns just one home a ... Show More
10m 11s