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.
 
Our goal at NewRetirement is to help anyone plan and manage their retirement so that they can make the most of their money and time. Our podcast spans money, purpose, meaning, lifestyle, and health. We interview guests with the goal of helping you make the most of your life. If you’d like to discover more, we offer “the best” free retirement planning tool and tons of useful content around this topic that you can access at NewRetirement.com.
 
Welcome to the Investors First Podcast, a service of CFA Society Orlando. We are here to educate investors, advisors, and consultants in the state of Florida, a state that has historically been a victim to a variety of bad actors and investment schemes due to its’ rapid population growth. The show is designed to have local subject matter experts from our Society’s member base host nationally recognized thought leaders in finance. The Investor’s First Podcast will make YOU a savvy and smart i ...
 
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show series
 
Our guest today is University of Florida Professor Jay Ritter, who is known as “Mr. IPO” for his work on initial public offerings. He received his BA, MA, and PhD degrees in economics and finance from the University of Chicago. In this episode, we discuss all things IPO. Professor Ritter gives an overview of the IPO process and why so many companie…
 
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 Nex…
 
In this week’s podcast, Damien Conover examines how the healthcare sector has handled pandemic pressures, Kevin Brown names two REITs with high dividend payouts, Ben Johnson gives investors tips on index concentration, Brian Colello shares what we can expect from the technology sector, and Dave Meats addresses the massive impacts coronavirus has ha…
 
Our guest today is Stuart Lucas, founder and Chief Investment Officer of Wealth Strategist Partners, a firm that advises complex family enterprises. He also co-founded the University of Chicago's Private Wealth Management program, now in its fourteenth year. Our conversation today focuses on his book, The Taxable Investor’s Manifesto: Wealth Manage…
 
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 Mello…
 
Our guest today is Annie Duke, who was previously one of the best poker players in the world and is now a renowned public speaker and best-selling author. Our conversation is all about decision-making and there's no one better to cover the topic than her. We begin with the topics of tracking error, career risk in the NFL and in finance, and remaini…
 
Our guest today is Mark Yusko, Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management, which manages close to $2 billion. He is also the Managing Partner of Morgan Creek Digital Assets. Prior to founding Morgan Creek, he was CIO and Founder of UNC Management Company (UNCMC), the Endowment investment office for the University o…
 
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 ha…
 
In this week’s podcast, we reveal four dividend-paying stocks our top managers own, Christine Benz reminds investors of the keys to financial success, Russ Kinnel compares the asset growth of stock funds and bond funds, Christine Benz suggests a tax-advantaged tool for retirement planning, and financial advisor Cathy Curtis shares her approach to t…
 
Our guest today is Morgan Housel, Partner at Collaborative Fund, a former columnist at The Motley Fool and The Wall Street Journal, and arguably the best financial writer of our time. In this episode, we discuss his writing process, his advice to those in the finance industry looking to start or improve their writing, and his new book, The Psycholo…
 
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 fin…
 
In this week’s podcast, we are excited to present “Where to Turn When the Political Climate Heats Up,” a discussion with Amy Walter, the National Editor of The Cook Political Report, and Aron Szapiro, our director of policy research. In this discussion from the Morningstar Investment Conference, Walter shares her insights about the political climat…
 
The 47th NewRetirement podcast. This time, Steve Chen is joined by guest Steve Vernon — a writer and research scholar at the Stanford Center of Longevity — and discusses the Spend Safely in Retirement Strategy that Vernon came up with and, secondly, his new book, Don't Go Broke in Retirement. Recording, editing done by Davorin Robison. © 2020 NewRe…
 
Our guest today is John Streur, President and Chief Executive Officer of Calvert Research and Management, an investment management firm that specializes in responsible and sustainable investing across global capital markets. Our episode today focuses on all things Environmental, Social, and Corporate Governance (ESG). We discuss John's background a…
 
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 inves…
 
In this week’s podcast, we share what industrial stocks our Ultimate Stock Pickers bought, David Blanchett addresses what today's low bond yields mean for retirement planning, Russ Kinnel breaks down the criteria for Medalist ratings, and Christine Benz encourages investors to resist the urge to change their portfolios around the election.…
 
Our guest today is Tyrone Ross, CEO of Onramp Invest, a fintech platform designed for the next generation of advisors and investors. The majority of our conversation today focuses on Tyrone's passion: lifting up Americans out of poverty and expanding the reach of financial education. Tyrone explains why the current state of financial education in s…
 
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 t…
 
Our guest today is Christine Benz, Morningstar's Director of Personal Finance and recently named one of Barron's 100 Most Influential Women in Finance. As so many people have been put into tough financial circumstances due to COVID, the topic of personal finance is more important than ever. In this episode, we discuss Americans' lack of retirement …
 
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…
 
The NewRetirement podcast. This time, Steve Chen is joined by guest Jerry Patterson — Principal Financial's senior vice president of workplace savings and retirement solutions — and discusses how to make the most of your 401(k), workforce savings trends, financial independence and retirement income. Recording, editing done by Davorin Robison. © 202…
 
If you are a CFA candidate or life-long learner, this episode is for you. Our guest today is Scott Young, who garnered notoriety when he completed MIT's four year computer science program in just 12 months without taking classes, and later wrote the book Ultralearning: Master Hard Skills, Outsmart the Competition, and Accelerate Your Career. To say…
 
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 w…
 
Our guest today is Michael Falk, CFA, CRC. Michael is a partner at the Focus Consulting Group. Michael has authored 2.5 books: the 2016 CFA Institute Research Foundation Monograph “Let’s All Learn How To Fish… To Sustain Long-Term Economic Growth”, the 2019 Monograph follow-up “Get to Work… on OUR Future” and he co-authored the 2017 “Money, Meaning…
 
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 K…
 
The 45th NewRetirement podcast. This time, Steve Chen is joined by guest Alan Donegan — founder of PopUp Business School and host of the Rebel Entrepreneur with ChooseFi — and discusses Donegan's own journey to financial independence and the people that he's met along the way. They also go in-depth on how to start a business. Spoiler: you don't nee…
 
Our guest today is Dr. Daniel Crosby, Chief Behavioral Officer at Brinker Capital and a New York Times best-selling author of multiple books, including his most recent, The Behavioral Investor. Daniel is a licensed psychologist who provides a unique lens into decision-making around money. In the episode we discuss why we're not wired to make sound …
 
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 …
 
In this week’s podcast, we share which utility stock we added to our list of high-conviction picks for August, Russ Kinnel uncovers which funds had the biggest outflows, Christine Benz discusses early retirement during a pandemic, Maria Bruno explores where people can find extra cash, and Russ Kinnel shares the top funds for income seekers.…
 
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