The Long Term Investor
Episodes
What Actually Drives Stock Prices? Sam Ro on Earnings, Valuations, and Market Noise (EP.249)
25 Mar 2026
Contributed by Lukas
Get updates for my new book: https://Theperfectportfoliobook.com ----- Sam Ro returns to The Long Term Investor to help make sense of the headline...
How to Pursue Excellence and Stay Human in the Age of AI With Brad Stulberg (EP.248)
18 Mar 2026
Contributed by Lukas
Get updates for my new book: https://Theperfectportfoliobook.com ----- Brad Stulberg returns to The Long Term Investor to share a more grounded, m...
How to Evaluate an ETF for a 351 Exchange: The Checklist to Get It Right (EP.247)
11 Mar 2026
Contributed by Lukas
Not sure if you're financially ready to retire? Let's create a strategy to give you confidence. Book a call with Peter now. ----- This is the third ...
The Hidden Mechanics of ETFs: APs, Creation Units, and Pricing (EP.246)
04 Mar 2026
Contributed by Lukas
ETFs look simple on the surface—you buy a ticker and move on. But behind every ETF is a set of mechanics that explains how shares get created, why p...
How ETFs Come to Market: From Idea to Ticker (EP.245)
25 Feb 2026
Contributed by Lukas
This is Part 1 of a three-episode series on ETFs—and how their behind-the-scenes mechanics ultimately make 351 exchanges possible. When a new ETF sh...
SpaceX IPO: What IPOs Really Are—and Why Your Plan Doesn't Need Them (EP.244)
18 Feb 2026
Contributed by Lukas
Wondering if you're making the right financial moves? Let's build a strategy you can rely on. Schedule a call with Peter to get professional guidance....
The Importance of Working With A High-Quality Advisor with Plancorp's Ranie Verby (EP.243)
11 Feb 2026
Contributed by Lukas
Your finances have layers—investments, taxes, planning for the future. If you want a second set of eyes, Peter opened up a few spots for a quick, no...
How to Think About Investing in AI (EP.242)
04 Feb 2026
Contributed by Lukas
You don't have time to sift through endless financial content. That's why I do it for you. Get my top 5 must-read articles every week in a quick, easy...
Vanguard's Return Forecasts Explained: What the Percentiles Really Mean with Kevin DiCiurcio (EP.241)
28 Jan 2026
Contributed by Lukas
You don't have time to sift through endless financial content. That's why I do it for you. Get my top 5 must-read articles every week in a quick, easy...
Inside the Engine: The Assumptions Behind Your Monte Carlo Retirement Plan (EP.240)
21 Jan 2026
Contributed by Lukas
You don't have time to sift through endless financial content. That's why I do it for you. Get my top 5 must-read articles every week in a quick, easy...
The 2026 Market Outlook: Earnings, the Fed, the Magnificent Seven, and Long-Term Investing with Liz Ann Sonders (EP.239)
14 Jan 2026
Contributed by Lukas
Get an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to you...
Talking Shop with Rubin Miller (EP.238)
07 Jan 2026
Contributed by Lukas
You don't have time to sift through endless financial content. That's why I do it for you. Get my top 5 must-read articles every week in a quick, easy...
Talking Shop with Ashby Daniels (EP.237)
31 Dec 2025
Contributed by Lukas
You don't have time to sift through endless financial content. That's why I do it for you. Get my top 5 must-read articles every week in a quick, easy...
How to Choose Your Stock/Bond Mix (and Stick With It When Markets Get Ugly) (EP.236)
24 Dec 2025
Contributed by Lukas
Get updates for my new book: https://Theperfectportfoliobook.com ----- Most people think "risk" means volatility. In this episode, I define risk the...
Why Your Bond Questions Are Really About Cash (EP.235)
17 Dec 2025
Contributed by Lukas
Get updates for my new book: https://Theperfectportfoliobook.com ----- Bond ladders, bond funds, money markets—if those words have you second‑...
Index vs Factor Investing (EP.234)
10 Dec 2025
Contributed by Lukas
Get updates for my new book: https://Theperfectportfoliobook.com ----- Index funds are often pitched as the no-brainer choice for long-term invest...
What Is The Market Portfolio—And How Should It Influence How We Invest? (EP.233)
03 Dec 2025
Contributed by Lukas
You don't have time to sift through endless financial content. That's why I do it for you. Get my top 5 must-read articles every week in a quick, easy...
The Latest Innovation in ETFs and Mutual Funds: Share Class Exemptive Relief, Explained — with Marlena Lee (EP.232)
26 Nov 2025
Contributed by Lukas
You don't have time to sift through endless financial content. That's why I do it for you. Get my top 5 must-read articles every week in a quick, easy...
Before You Add Alternatives: How to Tell if Private Markets Fit Within Your Plan (EP.231)
19 Nov 2025
Contributed by Lukas
Get an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to you...
Year-End Equity Comp Playbook With John Owens (EP.230)
12 Nov 2025
Contributed by Lukas
Your finances have layers—investments, taxes, planning for the future. If you want a second set of eyes, Peter opened up a few spots for a quick, no...
Why Everyone Suddenly Loves Gold (and What Could Go Wrong) (EP.229)
05 Nov 2025
Contributed by Lukas
Want a peek behind the scenes? Get my top 5 must-read financial articles that keep me ahead on innovative planning and investment strategies—exclusi...
Stop Keeping Score: Power & Fairness With Money Ft. Heather and Doug Boneparth (EP.228)
29 Oct 2025
Contributed by Lukas
Most financial mistakes happen because people don't see the full picture. My Net Worth Worksheet helps you track everything in one place—so you stay...
Should You Move to Cash When Markets Hit All-Time Highs? (EP.227)
22 Oct 2025
Contributed by Lukas
Get an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to you...
From Numbers to Meaning When Building Your Retirement Plan with Carl Richards (EP.226)
15 Oct 2025
Contributed by Lukas
Please rate and review The Long-Term investor in your favorite podcast app. ----- Author and illustrator Carl Richards joins the show to discuss his...
Trapped By Taxes? How 351 Exchanges Let You Diversify Without Selling Your Stock (EP.225)
08 Oct 2025
Contributed by Lukas
Wondering if you're making the right financial moves? Let's build a strategy you can rely on. Schedule a call with Peter to get professional guidance....
Year-End Tax Planning After the OBBBA (EP.224)
01 Oct 2025
Contributed by Lukas
Your finances have layers—investments, taxes, planning for the future. If you want a second set of eyes, Peter opened up a few spots for a quick, no...
Bond Funds vs Individual Bonds: What's Best for Your Portfolio? (EP.223)
24 Sep 2025
Contributed by Lukas
Wondering if you're making the right financial moves? Let's build a strategy you can rely on. Schedule a call with Peter to get professional guidance....
M&A, Valuations, and the Future of RIAs — A Conversation with Ian Wenik (EP.222)
17 Sep 2025
Contributed by Lukas
Ready to hire an advisor? Whether it's for retirement planning, proactive tax planning, or navigating complex financial decisions, see how our team at...
Muni Bonds Explained: How To Incorporate Tax-Free Income With Investing For Retirement (EP.221)
10 Sep 2025
Contributed by Lukas
Municipal bonds can be a powerful tool for high-income investors, but only when used thoughtfully. In this episode, I explain how to evaluate muni bon...
Can AI Keep Driving the Stock Market Higher? Callie Cox Explains (EP.220)
03 Sep 2025
Contributed by Lukas
Get updates for my new book: https://Theperfectportfoliobook.com ----- AI has fueled massive gains for Big Tech, but can one sector really carry t...
Mutual Funds vs ETFs vs SMAs: Which is the Best For You? (EP.219)
27 Aug 2025
Contributed by Lukas
Check out the best podcast show notes on the internet at www.thelongterminvestor.com ----- Mutual funds, ETFs, and SMAs all give you access to the...
How Evidence-Based Advice Adds Up to 3% In Net Returns With Fran Kinniry (EP.218)
20 Aug 2025
Contributed by Lukas
Not all financial advisors are created equal. Before you hire one, make sure you're asking the right questions. Use my structured interview worksheet ...
Reset Your Portfolio Expectations (Before It's Too Late) (EP.217)
13 Aug 2025
Contributed by Lukas
Get updates for my new book: https://Theperfectportfoliobook.com ----- Recently, I joined Jesse Cramer on The Best Interest Podcast for a conversa...
The Power of Humility in Investing with Dan Rasmussen (EP.216)
06 Aug 2025
Contributed by Lukas
Get updates for my new book: https://Theperfectportfoliobook.com ----- Dan Rasmussen, author of The Humble Investor, joins me to unpack the overlo...
Why Tax Benefits Shouldn't Drive Your Investment Decisions with Adam Cmejla (EP.215)
30 Jul 2025
Contributed by Lukas
See exactly how I invest my own money. I break down my asset allocation, cash reserves, and why I keep my portfolio simple. Download the guide now. --...
The Wealth Ladder: How Income, Spending, and Happiness Are Connected With Nick Maggiulli (EP.214)
23 Jul 2025
Contributed by Lukas
Most financial mistakes happen because people don't see the full picture. My Net Worth Worksheet helps you track everything in one place—so you stay...
Why Is the U.S. Dollar Declining—and What Does It Mean for Investors? (EP.213)
16 Jul 2025
Contributed by Lukas
Sign up here to receive Peter's quarterly market webinar. ----- In this episode, we explore one of 2025's most surprising financial trends: the sign...
2025 Midyear Market Update: Navigating Volatility, Tariffs, and Global Opportunities (EP.212)
09 Jul 2025
Contributed by Lukas
Access my recorded quarterly webinar by signing up for my newsletter. Get an inside look at what's shaping my thinking, plus see what I've been read...
5 Investing Lessons Hidden In Market History (EP.211)
02 Jul 2025
Contributed by Lukas
Help vote on book cover concepts, sign up now: https://Theperfectportfoliobook.com ----- What can the past teach us about today's ever-changing, v...
How Not to Invest: Avoiding Common Mistakes and Dangerous Financial Advice with Barry Ritholtz (EP.210)
25 Jun 2025
Contributed by Lukas
Get updates for my new book: https://Theperfectportfoliobook.com In this engaging episode, Barry Ritholtz—author of the influential Big Picture bl...
Announcing My New Book: The Perfect Portfolio (EP.209)
18 Jun 2025
Contributed by Lukas
Get updates for my new book: https://Theperfectportfoliobook.com ----- Is there such a thing as a perfect portfolio? In this short solo episo...
Lessons on Investing, Market Crises, and the Power of Staying Calm With CNBC's Bob Pisani (EP.208)
11 Jun 2025
Contributed by Lukas
Sign up for exclusive updates, offers, and bonus chapters of my new book: The Perfect Portfolio. ----- CNBC's Senior Markets Correspondent Bob Pis...
TACO Investing: Navigating Market Volatility in the Age of Policy Whiplash (EP.207)
04 Jun 2025
Contributed by Lukas
Sign up for exclusive updates, offers, and bonus chapters of my new book: The Perfect Portfolio. ----- Welcome to the world of TACO investing—wh...
Redefining Behavioral Finance for the Modern Investor with Brian Portnoy (EP.206)
28 May 2025
Contributed by Lukas
Sign up for updates and exclusive offers related to Peter's new book, The Perfect Portfolio, by visiting https://theperfectportfoliobook.com ----- R...
I'm Close to Retirement and the Market is Crazy…Now What? (EP.205)
21 May 2025
Contributed by Lukas
Get an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to you...
Financial History's Biggest Lessons and How Past Crashes Can Guide Your Investing with Mark Higgins (EP.204)
14 May 2025
Contributed by Lukas
Big financial decisions ahead? Whether it's retirement, a career change, or navigating complex investments, get expert guidance in a quick, no-pressur...
Income vs. Total Return: Which Strategy Builds A More Reliable Retirement? (EP.203)
07 May 2025
Contributed by Lukas
Where is your money really going? Most people are surprised when they track it. Use my Cash Flow worksheet to see exactly where your money is going—...
Are Private Markets Worth It? Vanguard's Fran Kinniry on Risks, Rewards, and Realities (EP.202)
30 Apr 2025
Contributed by Lukas
Get an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to you...
Should You Buy the Dip? Smart Strategies And Surprising Math (EP.201)
23 Apr 2025
Contributed by Lukas
Where is your money really going? Most people are surprised when they track it. Use my Cash Flow worksheet to see exactly where your money is going—...
The Overlooked Aspects Most Retirement Plans Miss With Christine Benz (EP.200)
16 Apr 2025
Contributed by Lukas
Get an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to you...
Do Options-Based Strategies Capture Market Gains Without The Risk? (EP.199)
09 Apr 2025
Contributed by Lukas
If you want to see what you may be overlooking, I've created a simple tool to help. In just 15 questions, my Financial Assessment will highlight key o...
10 Stock Market Truths With Sam Ro (EP.198)
02 Apr 2025
Contributed by Lukas
Want to see what you may be overlooking in your finances? Discover your biggest opportunities in just 15 questions with my Financial Assessment. ---...
Should You Worry About a Recession? What Investors Need to Know in 2025 (EP.197)
26 Mar 2025
Contributed by Lukas
Markets are always moving—should you? Peter can help you assess your investments, tax strategies, and long-term plan. Book a 1/1 call today. ----- ...
The Truth About Risk, Retirement, and the National Debt with Allison Schrager (EP.196)
19 Mar 2025
Contributed by Lukas
Markets are always moving—should you? Peter can help you assess your investments, tax strategies, and long-term plan. Book a 1/1 call with me today....
The Gold Rush—Should You Invest in Gold Now? (EP.195)
12 Mar 2025
Contributed by Lukas
Big financial decisions ahead? Whether it's retirement, taxes, or investments, my 15-question Financial Assessment will help you assess where you stan...
The Science of Investing and Tuning Out the Noise With David Booth (EP.194)
05 Mar 2025
Contributed by Lukas
Want to see what you may be overlooking in your finances? Discover your biggest opportunities in just 15 questions with my Financial Assessment. ---...
Why Watching The Market Hurts Your Returns (And How to Stop) (EP.193)
26 Feb 2025
Contributed by Lukas
Most financial mistakes happen because people don't see the full picture. My Net Worth Worksheet helps you track everything in one place—so you stay...
2025 Market Forecasts, Interest Rates, and Economic Risks With Dr. David Kelly (EP.192)
19 Feb 2025
Contributed by Lukas
Get an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to you...
Charley Ellis on Why Most Investors Fail (And What to Do Instead) (EP.191)
12 Feb 2025
Contributed by Lukas
You don't have time to sift through endless financial content. That's why I do it for you. Get my top 5 must-read articles every week in a quick, easy...
The Hidden Risks of U.S. Stocks and Why Global Diversification Still Matters (EP.190)
05 Feb 2025
Contributed by Lukas
Want to see what you may be overlooking in your finances? Discover your biggest opportunities in just 15 questions with my Financial Assessment. ---...
A Life-Changing Retirement Is About More Than Money With Benjamin Brandt (EP.189)
29 Jan 2025
Contributed by Lukas
The retirement you've worked so hard for should be more than just financially secure—it should be truly fulfilling. In this episode, Benjamin Bran...
How Much Do You Need to Retire Comfortably? (Key Benchmarks and Milestones Explained) (EP.188)
22 Jan 2025
Contributed by Lukas
Sign up for my newsletter so that you don't miss special offers and exclusive content. How much money do you really need to retire? It's one of the m...
How Direct Indexing Could Save You Money On Taxes With Adam Cmejla (EP.187)
15 Jan 2025
Contributed by Lukas
Ready to retire but uncertain about your next steps? Let's build a retirement plan you can count on. Schedule a call with Peter now. Sign up for the n...
The Financial Advisor Checklist: What To Look For (And Avoid!) (EP.186)
08 Jan 2025
Contributed by Lukas
Ready to retire but uncertain about your next steps? Let's build a retirement plan you can count on. Schedule a call with Peter now. Sign up for th...
Retirement Planning: Should You Go It Alone or Hire An Advisor? (EP.185)
01 Jan 2025
Contributed by Lukas
Ready to retire but uncertain about your next steps? Let's build a retirement plan you can count on. Schedule a call with Peter now. Sign up for th...
The Biggest Investing Lessons Of 2024 To Take Into 2025 With Michael Batnick (EP.184)
25 Dec 2024
Contributed by Lukas
Want a peek behind the scenes? Get my top 5 must-read financial articles that keep me ahead on innovative planning and investment strategies—exclusi...
6 Ways Tax Projections Could Save You Thousands (EP.183)
18 Dec 2024
Contributed by Lukas
Proactive tax planning could save you thousands. If you're ready to hire an advisor, my team at Plancorp is here to help. Schedule a call today to lea...
Got Stock Options? Don't Miss These Year-End Tax Moves With Ally Jane Ayers (EP.182)
11 Dec 2024
Contributed by Lukas
Thinking about hiring a financial advisor? It could be a great decision—if you know how to evaluate them. Get my free worksheet to follow a proven ...
Smart Year-End Tax Tips to Reduce Investment Taxes in Retirement (EP.181)
04 Dec 2024
Contributed by Lukas
Want a peek behind the scenes? Get my top 5 must-read financial articles that keep me ahead on innovative planning and investment strategies—exclusi...
Rethinking Bonds: How to Strengthen Your Retirement Portfolio in Today's Market With David Braun (EP.180)
27 Nov 2024
Contributed by Lukas
What's the role of bonds in your retirement portfolio in a high-yield environment? In this episode, PIMCO's David Braun breaks down the evolving fixed...
The Secrets of Smart Investing: Jason Zweig on Market Giants, Money Myths, and Staying Rational (EP.179)
20 Nov 2024
Contributed by Lukas
What does it take to think clearly and stay rational in a world full of financial noise? This episode features part two of a rare conversation with Ja...
Why 'The Intelligent Investor' Still Matters in a Fast-Paced Market With Jason Zweig (EP.178)
13 Nov 2024
Contributed by Lukas
Are today's markets testing your patience, or making you question your strategies? Jason Zweig believes that timeless investment wisdom is more releva...
Post Election Thoughts (EP.177)
06 Nov 2024
Contributed by Lukas
Markets are driven by countless factors—consumer demand, innovation, interest rates, global trade, and more. Sure, policies can create a little wind...
Why the Next Decade May Bring Lower Returns—And What It Means for You (EP.176)
30 Oct 2024
Contributed by Lukas
Are we entering a decade of low returns? Goldman Sachs projects that S&P 500 returns will average only 3% annually over the next ten years—far bel...
The Hidden Risks of Managing Money Solo In Marriage With Sara Gelsheimer (EP.175)
23 Oct 2024
Contributed by Lukas
What happens if the spouse who handles all the finances suddenly isn't there? In this episode, Senior Wealth Manager Sara Gelsheimer of Plancorp joins...
Why More Money Doesn't Mean More Happiness—And What Does With Daniel Crosby (EP.174)
16 Oct 2024
Contributed by Lukas
Do you feel like something's missing, even with a solid financial foundation? Or wonder if there's a better way to use your money for happiness? In...
Wall Street's Evolution and What It Means for Investors With Josh Brown (EP.173)
09 Oct 2024
Contributed by Lukas
In this episode, we sit down with Josh Brown, CEO of Ritholtz Wealth Management, to explore the major shifts shaping Wall Street and what they mean fo...
Tax Hikes Ahead: Should You Do A Roth Conversion To Lock In Rates? (EP.172)
02 Oct 2024
Contributed by Lukas
The Tax Cuts and Jobs Act is set to expire in 2026, which could mean higher taxes for many. This upcoming tax law change has many asking: Should I do ...
A Framework For Evaluating Investment Fads With Marlena Lee (EP.171)
25 Sep 2024
Contributed by Lukas
In this episode, I'm joined by Marlena Lee from Dimensional Fund Advisors for a deep dive into evaluating investment fads and how to build better port...
A Low-Stress Way to Spend Guilt-Free and Keep Your Finances Healthy (EP.170)
18 Sep 2024
Contributed by Lukas
Things can get complicated quickly in the world of personal finance. From investing and budgeting to estate planning and insurance, there are multiple...
Skill, Luck, and Strategy: What Chess Can Teach You About Investing with Rubin Miller (EP.169)
11 Sep 2024
Contributed by Lukas
In this episode, we tackle one of the biggest challenges investors face: making smart, strategic decisions in an unpredictable market. Drawing in...
What To Do When A CD Matures (EP.168)
04 Sep 2024
Contributed by Lukas
When a CD matures, you have several options: renewing the CD, moving the funds to a high-yield savings account, or exploring higher-risk, higher-rewar...
From Stock Picking To Systematic Investing Success With Wes Gray (EP.167)
28 Aug 2024
Contributed by Lukas
Wes Gray, founder of Alpha Architect, joins the show to explore the evolution from traditional stock picking to data-driven quantitative investing. ...
Why You Don't Have to Pick Winning Stocks (EP.166)
21 Aug 2024
Contributed by Lukas
In the realm of investing, nothing is more seductive than picking a winning stock. Unfortunately, investing in individual stocks is incredibly risky. ...
Debunking Dividend Investing Myths ft. Taylor Schulte (EP.165)
14 Aug 2024
Contributed by Lukas
Taylor Schulte joins the show for a dive deep into the world of dividend investing. Tune in as we debunk common myths and provide a clear framework fo...
A Routine Stock Market Pullback (EP.164)
07 Aug 2024
Contributed by Lukas
With the S&P 500 rapidly declining over the past two weeks, what should investors be doing? Listen now and learn: How often the stock market fall...
How to Use Alternative Investments With Phil Huber [LIVE] (EP.163)
31 Jul 2024
Contributed by Lukas
If you want to maximize your investing returns beyond what traditional methods offer, discover leading edge opportunities, or simply stay up to date o...
When Tax-Loss Harvesting Makes Sense (And When It Doesn't) (EP.162)
24 Jul 2024
Contributed by Lukas
In this episode, we're dissecting a strategy that many believe is a must-do for every investor: Tax-Loss Harvesting (TLH). But what if I told you that...
How to Reduce Your Investing Anxiety Using A Stoic Approach With Darius Foroux (EP.161)
17 Jul 2024
Contributed by Lukas
If you've ever felt anxious or overwhelmed by market volatility, don't miss this episode. I'm joined by Darius Foroux, a newsletter writer to 100,000 ...
How Will The US Presidential Election Impact The Stock Market? (EP.160)
10 Jul 2024
Contributed by Lukas
This episode dives into a topic that grabs investors' attention every four years: the Presidential election. The potential impact on the economy, p...
The Sustainability of Social Security and What it Means For You (EP.159)
03 Jul 2024
Contributed by Lukas
There are few topics as broadly misunderstood as US government spending and, as a result, many conversations regarding Social Security are off the mar...
Will The US National Debt Cause Problems Soon? (EP.158)
26 Jun 2024
Contributed by Lukas
The US national debt is a significant and often misunderstood topic: With the current debt sitting at around $34.6 trillion, many wonder if this signa...
Why the US Dollar Rules the World: A Deep Dive into Reserve Currencies (EP.157)
19 Jun 2024
Contributed by Lukas
While the US dollar currently enjoys a dominant position as the world's reserve currency, various factors could challenge its supremacy. Emerging econ...
Jesse Cramer On The Astounding Math Behind Car Ownership (Rewind) (EP.156)
12 Jun 2024
Contributed by Lukas
Jesse Cramer, author of The Best Interest, joins the show to share his in-depth research into the astounding math behind car ownership. This episode o...
Ashby Daniels Challenges Conventional Wisdom (Rewind) (EP.155)
05 Jun 2024
Contributed by Lukas
The problem with conventional wisdom is that it represents the masses, but there's a whole host of things that conventional wisdom gets wrong. By defa...
Michael Kitces On AI And The Evolution Of Financial Advice (Rewind) (EP.154)
29 May 2024
Contributed by Lukas
Michael Kitces is one of the industry's leading experts on all things financial advice and financial planning. In this live episode recorded at Wealth...
Carl Richards On What Real Financial Advice Means (Rewind) (EP.153)
22 May 2024
Contributed by Lukas
In this episode, I'm joined by Carl Richards, a Certified Financial Planner (CFP®) and creator of the Sketch Guy column, appearing weekly in The New ...
Burton Malkiel on A Random Walk Down Wall Street (Rewind) (EP.152)
15 May 2024
Contributed by Lukas
Dr. Burton Malkiel, author of A Random Walk Down Wall Street, joins the show to talk about the 50th anniversary of his investment classic. This episod...
The Pursuit of Meaningful Wealth ft. Khe Hy (EP.151)
08 May 2024
Contributed by Lukas
Khe Hy of Rad Reads and The Examined Life Podcast joins to discuss the pursuit of meaningful wealth by balancing money, time, and happiness. Listen...
Roth vs Traditional 401(k)s: Which Is Right For You? (EP.150)
01 May 2024
Contributed by Lukas
How do you choose between a Roth and a Traditional 401(k)? Explore the financial implications of each option as we break down what it means for your c...