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.

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Title Date published
Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful’ 2023-12-26
Tim Steffen: Smart Tax Moves for 2024 and Beyond 2023-12-19
Ben Inker: What Looks Cheap and Dear in Today’s Market 2023-12-12
Dan Haylett: Retirement Planning = Life Planning 2023-12-05
Mike Moran: Taking the Temperature on Retirement Readiness 2023-11-28
Tiffany Aliche: Helping People ‘Move Past the Shame’ 2023-11-20
John Rekenthaler and Amy Arnott: What’s a Safe Retirement Spending Rate Today? 2023-11-14
Scott Burns: The Case for a Simple Retirement Plan 2023-11-07
JL Collins: Spotlighting the Many Paths to Financial Independence 2023-10-31
Nizar Tarhuni: The State of Private Markets and Venture Capital Investing 2023-10-24
Jeffrey Kleintop: What to Make of ‘the Cardboard Box Recession’ 2023-10-17
Dr. Anita Mukherjee: Exploring the Link Between Wealth, Longevity, and Quality of Life 2023-10-10
David Giroux: ‘I Want to Look Forward, Not Backward’ 2023-10-03
Michael Santoli: Decoding ‘an Indecisive Market’ 2023-09-26
Martin Lau: Revisiting the Case for Investing in Chinese Stocks 2023-09-19
Kelli Hueler: Confronting ‘the Next Big Risk’ for Retirement 2023-09-12
Cindy Haddad: Financial Planning for People with Disabilities 2023-09-05
Katie Nixon: Bringing a Blurry Market Into Focus 2023-08-29
Rick Rieder: Explaining the ‘Polyurethane’ U.S. Economy 2023-08-22
Bill Nygren: The State of Value Investing Today 2023-08-15
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