show episodes
 
Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
 
Saving, spending, planning — you've got money questions and we've got answers. Every week host Alison Southwick and personal finance expert Robert Brokamp challenge the conventional wisdom on life's biggest financial issues to reveal what you really need to know to make smart money moves. Send your questions to answers@fool.com.
 
We all need to make smart decisions with our money. The Long Term Investor shows you how to do it. Hosted by the Chief Investment Officer at Plancorp and author of “Making Money Simple,” Peter Lazaroff distills complex financial matters into easily digestible lessons. If you’re ready to get a clear plan for your investments and personal finances, you’re in the right place.
 
Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: info@investedwithyou.com or visit www.investedwithyou.com/podcasts.
 
The Retire With Purpose podcast is designed to help you gain financial confidence through retirement strategies that are driven by meaning and purpose. Your host, Casey Weade, is a CERTIFIED FINANCIAL PLANNER and president of Howard Bailey Financial. Casey shares thoughts and ideas from today’s premier experts in the field of retirement, as well as the latest in retirement trends to help you make better financial decisions regarding YOUR retirement. In each episode, Casey will share financi ...
 
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show series
 
Today, I’m talking to Christine Benz. Christine is the Director of Personal Finance at Morningstar, one of the largest research institutions in the financial world. She’s the author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success and a prolific all…
 
Christine Benz is Morningstar's director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances. She has twice been named to Barron’s list of 100 Most Influential Women in U.S. Finance. Listen now and learn: The most important thing to do for your finances in 2022 How to find the best return on y…
 
In this week’s podcast, David Harrell and Dave Sekera share insights on dividend stocks in 2022, Amy Arnott and Susan Dziubinski give us tips for retirement savings, Christine Benz tells us how to set a retirement withdrawal rate and then discusses what kinds of retirement portfolios can withstand volatility.…
 
This week's retirement reading is from Kitces titled, Behavioral Biases And The Hierarchy Of Retirement Needs. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/265. Show Notes: RetireWithPurpose.com/265 Rate & Review the Podcast: RetireWithPurpose.com/…
 
Peter answers questions he received while presenting to major U.S. corporations. Listen now and learn: How to invest for inflation The ideal amount of crypto in your portfolio What’s a reasonable amount to pay in fund expenses and advisor fees Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.…
 
Our guest on the podcast today is Paula Pant, host of the popular Afford Anything podcast. She is also the founder of affordanything.com, a personal finance website. Paula is a frequent public speaker and is a leading voice in the “Financial Independence, Retire Early” movement, better known as FIRE. She is a graduate of the Honors Program at the U…
 
This week's retirement reading is from MarketWatch titled, 7 Principles to Help You Create Your Perfect Portfolio. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/263. Show Notes: RetireWithPurpose.com/263 Rate & Review the Podcast: RetireWithPurpose.…
 
Our guest today is Cullen Roche. Cullen is the founder and chief investment officer of the Discipline Funds. In addition, Cullen heads up Orcam Group, a registered investment advisory firm he established in 2012. Cullen also authors the popular blog "Pragmatic Capitalism," where he writes about a range of macroeconomic and investing topics. He is a…
 
This week's retirement reading is from The Atlantic titled, What You’re Really Worried About When You’re Worried About Money. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/262. Show Notes: RetireWithPurpose.com/262 Rate & Review the Podcast: RetireW…
 
Peter answers your questions in his latest mailbag episode. Listen now and learn: What do to about an upcoming market downturn The implications of investing at all-time highs How to hedge inflation in your portfolio Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.…
 
On this week’s episode, we’ll feature some of our favorite clips from interviews we’ve done with investment managers, writers, and thinkers over the past year. Here are the complete episodes that are referenced in this week’s episode. “David Giroux: What Are the Market Inefficiencies We Can Exploit?” The Long View podcast, Feb. 2, 2021. “Hamish Dou…
 
Today, I’m talking to Dr. Glen Robison. Glen is the author of Healthy Dad Sick Dad: What Good is Your Wealth if You Don’t Have Your Health? In his book, he shares the stories of two fathers who experienced very different retirements–and how he improved his own health along the way. In a world where retirees are taking as many as 20 medications a da…
 
We have a new address, and I'm not talking post cards! Going forward you can catch Bro and Alison every Tuesday as part of the new Motley Fool Money podcast. Here's a sneak peek of what you can expect from the daily show, starting on January 5, 2022. See you there! Subscribe on Spotify Subscribe on Apple Podcasts Or find us on your favorite podcast…
 
This week's retirement reading is from Kiplinger titled, The Most-Overlooked Tax Breaks for Retirees. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/260. Show Notes: RetireWithPurpose.com/260 Rate & Review the Podcast: RetireWithPurpose.com/review Si…
 
This is the third and final episode in a series on hiring an advisor. While first two episodes focused on the basic differences among financial professionals, this episode will focus on the process of hiring the right person for you. Listen now and learn: The 4 steps to identifying an ideal advisor Questions to use when interviewing prospective adv…
 
On this week’s episode, we’ll feature some of our favorite clips from interviews we’ve done with financial planners, advisors, and retirement researchers over the past year. Here are the complete episodes that are referenced in this week’s episode. "Daniel Crosby: ‘If You’re Excited About It, It’s Probably a Bad Idea,' " The Long View podcast, Aug.…
 
This week's retirement reading is from The Street titled, Consider the Source – How to Cut Your Tax Bill Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/259. Show Notes: RetireWithPurpose.com/259 Rate & Review the Podcast: RetireWithPurpose.com/review…
 
Tadas Viskanta is the Founder and Editor of Abnormal Returns which highlights the best financial and investment content every day. There is far more information available than any one person can digest, and yet somehow Tadas does it. Listen now and learn: How to be a better consumer of financial information Problems that consuming forecasting conte…
 
On this week's special episode, we'll be chatting about a recent study on retirement withdrawal rates that Christine and I authored with our colleague John Rekenthaler, who joins us for this conversation. As listeners probably know, this is an especially challenging time for retirees trying to figure out how much they can safely withdraw in retirem…
 
Today, I’m talking to Carl Honoré. Carl has been called the “global guru on the Slow Movement” by The Globe and Mail. He’s the international bestselling author of Bolder and In Praise of Slow, and also presented a TED Talk called “In praise of slowness” that has earned over 3 million views. After reading an excerpt from one of Carl’s books from a p…
 
This week's retirement reading is from Advisors Perspectives titled, The Secret Is Out on 7.12% Inflation-Protected Bonds. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/257. Show Notes: RetireWithPurpose.com/257 Rate & Review the Podcast: RetireWith…
 
On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on not being a financial purse for suitors. In an attempt to find new love, widows can fall prey to greedy suitors. Suitors who are more interested in a widow’s purse than them as a person. During this episode, Kathleen provides insight and tips on how […] The post Don’t Be a Purse …
 
While having a good advisor is one of the best decisions you can make, choosing the wrong advisor can do more harm than good. If you are going to hire a professional, the biggest investment you can make is in the time you put into selecting the right person. This starts by understanding some of the major differences between professionals in the ind…
 
Our guest on the podcast today is William Bengen. Bill has been a prolific researcher of retirement planning matters over his career, and he pioneered the exploration of safe withdrawal rates with his groundbreaking 1994 research that gave birth to what's now called the 4% rule. Bill is the former owner of Bengen Financial Services, an independent …
 
This week's retirement reading is from Advisors Perspectives titled, An Actuarial Process for Better Decisions in Retirement. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/256. Show Notes: RetireWithPurpose.com/256 Rate & Review the Podcast: RetireW…
 
Despite Christmas being a cheerful time of year, many people find the holidays very depressing. Shelly experienced tragedy on Mother’s Day when her son Jonathan passed away. During this episode, Shelly Hamilton gives tips on how to deal with tragedy, sadness, and trials during the holidays. She highlights the value of speaking the truth to […] The …
 
Peter is joined by Caleb Silver, Editor in Chief of Investopedia and host of The Investopedia Express podcast. As one of the leading financial journalists today, Caleb shares his unique perspective on market and consumer trends. Listen now and learn about: The role Investopedia plays in educating individual investors How the Investopedia Anxiety In…
 
Our guest on the podcast today is Dan Egan. Egan is the director of behavioral finance and investing at Betterment, and he has researched behavioral finance topics extensively over his career. Prior to joining Betterment, he was a behavioral finance specialist for Barclays Wealth. He received his bachelor's degree in economics from Boston Universit…
 
Tens of millions of workers contribute to 401(k)s, thanks to a benefits consultant who got creative with a 1978 law. That consultant, Ted Benna, joins us to talk about how he came up with the idea, how he got Uncle Sam’s seal of approval, and the ways that Wall Street have abused the 401(k). He also discusses his new book, “401(k)s and IRAs for Dum…
 
Today, I’m speaking with Allan Milham. Allan is a Master Certified Coach and the Founder of Questage®. His company helps leaders deepen their emotional intelligence and become more self-aware by creating leadership and development programs to expand awareness, increase performance and fulfillment. Allan has a world of experience, a graduate degree-…
 
This week's retirement reading is from Market Watch titled, Your Retirement Plan Can’t Deliver Financial Certainty — Here’s How to Think About the Big Risk Factors. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/254. Show Notes: RetireWithPurpose.com…
 
Should you manage your money or hire a professional to help? In the first of a three-part series on hiring an advisor, you will learn: How to think about doing any given task versus hiring a professional The value of an advisor according to a prominent Vanguard study Common mistakes investors make on their own Visit www.TheLongTermInvestor.com for …
 
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