Our guest today is Russ Kinnel. Russ is director of manager research for Morningstar Research Services and the longtime editor of the Morningstar FundInvestor newsletter. As part of his duties, Russ chairs the North America ratings committee that oversees and approves the Morningstar Analyst Ratings that Morningstar's manager research analysts assign to the funds they cover. A mainstay of our research efforts for years, Russ has authored a number of well-known and widely cited studies, includin...
Feb 17, 2021•49 min•Ep 97•Transcript available on Metacast Our guest on the podcast today is The New York Times financial columnist and author Ron Lieber. His latest book is called The Price You Pay for College: An Entirely New Road Map for the Biggest Financial Decision Your Family Will Ever Make . He is also the author of The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money and coauthor of Taking Time Off: Inspiring Stories of Students Who Enjoyed Successful Breaks From College and How You Can Plan Your Own . Ron has...
Feb 10, 2021•45 min•Ep 96•Transcript available on Metacast Background Bio T. Rowe Price Capital Appreciation “ Morningstar Announces 2012 Fund Manager of the Year Award Winners ,” by Scott Burns, Morningstar.com, Jan. 3, 2013. “ Announcing Morningstar’s 2017 U.S. Fund Managers of the Year ,” by Laura Pavlenko Lutton, Morningstar.com, Jan. 28, 2018 “ This Fund Manager Is Among the Greats ,” by Leo Acheson, Morningstar.com, Dec. 2, 2020. Outlook/Forecast “ 2021 Global Market Outlook: Managing to the Other Side ,” by David Giroux, Justin Thomson, and Mark ...
Feb 03, 2021•56 min•Ep 95•Transcript available on Metacast Our guest this week is Gerard O'Reilly. Gerard is co-CEO and chief investment officer of Dimensional Fund Advisors, an asset manager headquartered in Austin, Texas, that manages more than $600 billion using a systematic investing approach. In his role, Gerard works with his co-CEO, Dave Butler, to set the firm's vision and strategy while also overseeing its investment processes. Prior to assuming his current post, Gerard was Dimensional's head of research. In addition to serving as a Dimensional...
Jan 27, 2021•56 min•Ep 94•Transcript available on Metacast Our guest on the podcast today is George Kinder. He founded the Kinder Life Institute, which trains financial professionals in the field of what's called Life Planning after a 30-year career as a practicing financial planner and tax advisor. George is also the author of several books dedicated to teaching advisors about life planning: The Seven Stages of Money Maturity , Lighting the Torch , and Life Planning for You . He was the first winner of the Financial Planning Association's Heart of Fina...
Jan 20, 2021•43 min•Ep 93•Transcript available on Metacast Our guest on the podcast today is Steve Chen. Steve is the founder and CEO of NewRetirement.com, which he describes as a TurboTax for financial planning. NewRetirement advisors also offer one-on-one financial advice and coaching with certified financial planners. Prior to founding NewRetirement, Steve founded venture-backed companies in education and financial services and worked as a consultant at firms including Charles Schwab, Fidelity, and Dimensional Fund Advisors. He also hosts the NewReti...
Jan 13, 2021•47 min•Ep 92•Transcript available on Metacast Our guest on the podcast is Liz Ann Sonders, who is senior vice president and chief investment strategist at Charles Schwab. In her role, Sonders is responsible for conducting market and economic analysis, which she and her team publish in a variety of forms. She also regularly appears in the financial media and was recently named to the Barron's "100 Most Influential Women in Finance" list. Sonders joined Schwab in 2000, when the firm acquired her prior employer, U.S. Trust. Before that, she wa...
Jan 06, 2021•52 min•Ep 91•Transcript available on Metacast Hear some of favorite clips from conversations we had in 2020 with portfolio managers and investors in this week's episode. Here are the complete episodes that are referenced in this week’s episode. Mohamed El-Erian: 'We Did Not Prepare for Something As Severe As What We’re Facing’ Rick Rieder: Nobody Has Ever Seen Anything Like This Dan Fuss: It's Too Early to Relax Mary Ellen Stanek: Hitting for Singles and Doubles in the Bond Market Jon Stein: 'Free Trading Is Actually Going to Cost You' Burt...
Dec 30, 2020•36 min•Ep 90•Transcript available on Metacast On this week’s episode we’ll feature some of our favorite clips from interviews we’ve done on the topics of financial planning and retirement research. Here are the complete episodes that are referenced in this week’s episode. Michelle Singletary: ‘ You Need Diversity ’ Kerry Hannon: Remote Work Trend Benefits Older Workers Wade Pfau: The 4% Rule Is No Longer Safe Jonathan Guyton: What the Crisis Means for Retirement Planning Jamie Hopkins: How Low Bond Yields, Recession Impact Retirement Mary B...
Dec 23, 2020•37 min•Ep 89•Transcript available on Metacast Our guest on the podcast today is personal finance expert, Jean Chatzky. She is the CEO of HerMoney.com and host of the podcast "HerMoney with Jean Chatzky." Jean has served as the financial editor of NBC's TODAY show for the past 25 years and she is also the financial ambassador for AARP. She has written several best-selling personal finance books. Her latest is Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and, Yes, Rich) Life You Deserve . She ho...
Dec 16, 2020•48 min•Ep 88•Transcript available on Metacast Our guest today is Simon Hallett. He is the co-chief investment officer at Harding Loevner, an investment boutique that manages more than $70 billion for individuals and institutions. Harding Loevner's specialty is global-equity investing, which it offers through its flagship International Equity and Emerging Markets strategies. In his role as co-CIO, Hallett oversees research and decision-making for the firm. Prior to joining Harding Loevner in 1991, Hallett was stationed in Hong Kong, where he...
Dec 09, 2020•53 min•Ep 87•Transcript available on Metacast Our guest on the podcast is Michael Jantzi. Michael is the chief executive officer of Sustainalytics, a Morningstar affiliate that specializes in ESG and corporate governance research and ratings. Prior to forming Sustainalytics in 2009, Michael was the founder of Jantzi Research and has been active in the responsible investment field since 1990. Michael has been recognized with numerous awards for his leadership and work on sustainable investing, including the Responsible Investment Association...
Dec 02, 2020•52 min•Ep 85•Transcript available on Metacast Our guest this week is Adley Bowden. Adley is the vice president of market analysis at PitchBook, which is a Morningstar affiliate. In his role, Adley oversees PitchBook's voluminous research and editorial content on private markets, including private equity, private debt, venture capital, real estate, as well as the vehicles that invest in these areas. In addition, Adley is also a regular host at PitchBook's "In Visible Capital" podcast, which just kicked off its second season and is available ...
Nov 25, 2020•55 min•Ep 84•Transcript available on Metacast Our guest this week is noted author and researcher Larry Swedroe. Larry is chief research officer at financial advisory firm Buckingham Wealth Partners, which he joined in 1996. In his role, Larry is responsible for reviewing academic research on financial and investing matters and determining how that research should inform Buckingham's investment strategy. Larry is also a member of the firm's Investment Policy Committee. Larry has written numerous books on investing and finance, the most recen...
Nov 18, 2020•54 min•Ep 83•Transcript available on Metacast Our guest on the podcast today is personal finance expert and author Ramit Sethi. Ramit's first book I Will Teach You To Be Rich, published in 2009, was a best-seller. A new edition of the book came out last year. Ramit is the founder of Iwillteachyoutoberich.com and Earnable, an online course created to help entrepreneurs start and accelerate their businesses. He received his bachelor's and master's degrees from Stanford. Ramit Sethi's Background Bio Ramit Sethi’s books Iwillteachyoutoberich.co...
Nov 11, 2020•53 min•Ep 82•Transcript available on Metacast Our guest on the podcast today is financial advisor and author Tim Maurer, the director of advisor development for Buckingham Wealth Partners. He coauthored The Ultimate Financial Plan: Balancing Your Money and Your Life with Jim Stovall, and he also wrote Simple Money: A No-Nonsense Guide to Personal Finance . He's a member of the CNBC Financial Advisor Council and is also a regular contributor to CNBC, Forbes , and Time/Money . Maurer is a certified financial planner and a graduate of Towson U...
Nov 04, 2020•50 min•Ep 81•Transcript available on Metacast Our guest this week is Peter Hayes. Peter is a managing director at BlackRock where he heads the firm's municipal income group and sits on its global fixed-income Executive Committee. In his role, Peter oversees all aspects of municipal fund management, including portfolio management, research, strategy, and trading. Among his responsibilities, Peter is one of the managers of the BlackRock Strategic Opportunities Fund. In addition to these duties, Peter is also a member of BlackRock's Global Ope...
Oct 28, 2020•51 min•Ep 80•Transcript available on Metacast Our guest on the podcast is author and retirement expert Kerry Hannon. Hannon has written 14 books thus far. Her latest is called Great Pajama Jobs: Your Complete Guide to Working from Home . She is also a regular contributor to The New York Times , MarketWatch , and Forbes and is the personal finance and entrepreneurship expert on the PBS website NextAvenue.org. Hannon's work focuses on career, financial, and life guidance for midlife workers. She has also written extensively about how women ca...
Oct 21, 2020•48 min•Ep 79•Transcript available on Metacast Our guest on the podcast today is Karsten Jeske, the founder of the website EarlyRetirementNow and a thoughtful and technically proficient member of the Financial Independence, Retire Early (FIRE) community. In 2018, Karsten retired in his early 40s, after a career in the financial world. He served as Director of Asset Allocation Research for Mellon Capital Management from 2008 through 2018, and before that, was a research economist at the Federal Reserve Bank of Atlanta for a decade. Karsten ha...
Oct 14, 2020•48 min•Ep 78•Transcript available on Metacast Our guest on the podcast today is financial advisor Lazetta Rainey Braxton. Lazetta is the co-founder and co-CEO of 2050 Wealth Partners, a virtual financial planning and wealth management firm geared toward serving individuals who haven't traditionally been recruited by other financial advisors because of their income, age, race, or gender. She has frequently appeared on national television shows, and she's also a member of CNBC's Digital Financial Advisory Council and a contributor to The Wall...
Oct 07, 2020•48 min•Ep 77•Transcript available on Metacast Our guest on the podcast today is author Brian Portnoy. Brian has written two books on the field of behavioral finance, The Investor's Paradox and The Geometry of Wealth. He's also the editor of a forthcoming book of essays about how financial experts invest their own money called How I Invest My Money. Brian is the founder of Shaping Wealth, a financial-wellness platform that works with individuals and organizations to make better money decisions. For more than two decades, Brian has worked in ...
Sep 30, 2020•56 min•Ep 76•Transcript available on Metacast Our guests this week are Michael Reckmeyer and Matthew Hand. Mike and Matt are managing directors at Wellington Management, where they oversee a number of prominent values investing mandates, including the stock sleeve of Vanguard Wellesley Income Fund, as well as Wellington's portion of Vanguard Equity Income Fund, among other duties. Mike's investing career began in 1984 at the State of Michigan Pension Fund, followed by eight years at Kemper Financial Services, after which he joined Wellingto...
Sep 23, 2020•43 min•Ep 75•Transcript available on Metacast Our guest this week is Karen Andersen, a healthcare strategist on Morningstar's equity research team. She has written a number of influential commentaries and analyses on the healthcare sector, with a focus on the pharmaceutical and biotechnology industries. Her most recent work has focused on the outlook for the COVID-19 pandemic, treatments for the disease, and the race for a vaccine. Before joining Morningstar in 2005, Andersen earned her bachelor's degree in biochemistry from Rice University...
Sep 16, 2020•56 min•Ep 74•Transcript available on Metacast Our guest on the podcast is retirement specialist and author Steve Vernon. Vernon is president of Rest-of-Life Communications and a research scholar at the Stanford Center on Longevity, where he conducts and directs research on retirement planning and behavioral economics. He is also the author of several books on retirement planning, including his latest, Don't Go Broke in Retirement and Retirement Game-Changers . In addition, Vernon writes a regular column on retirement planning for Forbes . H...
Sep 09, 2020•46 min•Ep 73•Transcript available on Metacast Our guest on the podcast today is Jim Dahle, also known as The White Coat Investor. A practicing board-certified emergency physician, Jim also focuses on helping other healthcare professionals get smarter about managing their money. He founded the White Coat Investor website in 2011 and it rapidly grew into the most widely read physician-specific website in the world. Jim's first book, The White Coat Investor: A Doctor's Guide to Personal Finance and Investing came out in 2014. The White Coat In...
Sep 02, 2020•58 min•Ep 72•Transcript available on Metacast Our guest this week is Steve Romick. Steve is a portfolio manager at First Pacific Advisors, or, as it's probably better known, FPA. Steve comanages several FPA strategies, including the FPA Crescent Fund as well as the Source Capital closed-end fund. Steve joined FPA in 1996. Before that, he was chairman of Crescent Management and an analyst for Kaplan, Nathan & Co. For his work managing FPA Crescent, Steve was the recipient of the Morningstar U.S. Allocation Fund of the Year Award in 2013 and ...
Aug 26, 2020•52 min•Ep 71•Transcript available on Metacast Our guest on the podcast is retirement and tax expert, Ed Slott. He is president and founder of Ed Slott and Company, which provides retirement and tax planning education to investment advisors and financial institutions. Ed has written several books including the recently published Ed Slott's Retirement Decisions Guide: 2020 Edition and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s . PBS viewers may know Ed from his frequent appearances on public television. He also hosts the p...
Aug 19, 2020•49 min•Ep 70•Transcript available on Metacast Our guest on the podcast is Pramod Atluri. He is a fixed-income portfolio manager at Capital Group. Atluri began in the investment business more than two decades ago and has been at Capital Group since 2016. Before joining Capital Group, Atluri was a bond portfolio manager at Fidelity Investments, where he also worked as a fixed-income strategist and credit analyst. He began his career as a management consultant at McKinsey & Company. Atluri earned his bachelor's degree from the University of Ch...
Aug 11, 2020•53 min•Ep 69•Transcript available on Metacast Our guest this week is Dr. Burton Malkiel. Dr. Malkiel is the Chemical Bank chairman's professor of economics at Princeton University. And he's also author of the widely influential investment book, "A Random Walk Down Wall Street." He's also the Chief Investment Officer at Wealthfront. He's a longtime professor in economics at Princeton, where he was also chairman of the economics department. Before that, he was the dean of the Yale School of Management, and William S. Beinecke Professor of Man...
Aug 05, 2020•58 min•Ep 68•Transcript available on Metacast Our guest on the podcast is Ben Inker. Ben is GMO's head of asset allocation. In that capacity, he leads GMO's asset-allocation team and is a member of the firm's board of directors. He joined GMO in 1992 after obtaining his bachelor's in economics from Yale University. Prior to assuming his current role, Ben was an analyst on GMO's quantitative equity and asset-allocation teams, a portfolio manager of various equity and asset-allocation portfolios the firm offers, co-head of international quant...
Jul 29, 2020•52 min•Ep 67•Transcript available on Metacast 
