Podcast Name
Wealth Management
January 2026
50 minutes
Dr. William J. Bernstein on Economic Growth, Passive Investing & Retirement Realities
Larry Siegel speaks with Dr. William Bernstein about the pillars of prosperity: property rights, scientific rationalism, capital markets, and infrastructure.
Wealth Management
March 2025
58 minutes minutes
Episode 80, Jeff Ptak, CFA, major trends in the mutual fund and ETF industry
Bogleheads On Investing Podcast
Ptak covers major new trends affecting the mutual fund and ETF industries, with a special focus on the exponential growth […]
Wealth Management
March 2025
27 minutes minutes
Black Hat vs White Hat ETFs
Trillions
David Nadig discusses exotic ETF offerings which may leave investors without the exposure and protection from issuers they think they […]
Wealth Management
March 2025
30 minutes minutes
Index Pre-Positioning Fallout (Guest: Peter Haynes)
The Market Huddle
Haynes discusses the evolving landscape of index rebalancing and its impact on hedge funds, including the staggering $900 million loss […]
Wealth Management
January 2025
98 minutes minutes
All The Financial Advice You’ll Ever Need Can Fit On A Single Index Card? | Harold Pollack
Thoughtful Money
Pollack breaks down the fundamentals of building wealth and the benefits of keeping it simple, consistent and remaining disciplined.
Wealth Management
December 2024
85 minutes minutes
How Much of a Good Thing is Too Much? Victor Haghani Interview
Patrick Boyle on Finance
Haghani discusses how much risk an investor should take to safely grow their wealth, how much of a good thing […]
Personal Finance
November 2024
50 minutes minutes
The Real Value of Money- with Nadja Taranczewski
The Leading Edge
The discussion delves into transforming unconscious beliefs about money through inner work, enabling individuals to align their financial relationships with […]
Author
October 2024
Episode 75: Jason Zweig talks about his life, career, books, and Benjamin Graham, host Rick Ferri
Bogleheads On Investing Podcast
Jason Zweig shares his thoughts on the lasting impact of Benjamin Graham’s principles on modern investing and how these ideas […]
Wealth Management
April 2024
46 minutes
Born a Billionaire: How to Avoid Wealth Robbing Your Kids of Purposeful Lives
Money Wise
This podcast provides a framework for parents to successfully pass on their wealth to the next generation without removing their […]
Wealth Management
March 2024
70 minutes
Quick Drop: Wes Gray – Talking about BOXX, creating an ETF, and more
The Business Brew
Alpha Architect’s Wes Gray talks about the BOXX ETF, how he helps people start their own ETFs, why value & […]
Wealth Management
September 2023
85 minutes
Episode 268: Itzhak Ben-David: ETFs, Investor Behavior, and Hedge Fund Fees
Rational Reminder
Ben-David talks all about how innovation in the ETF space affects investor outcomes, the effect of Morningstar ratings on mutual […]
Personal Finance
September 2023
51 minutes
Prof G Markets: How Scott Manages His Money
Prof G Pod
Scott Galloway shares the source of his anxieties around money, how he thinks about money and marriage, his approach to […]
Wealth Management
September 2023
26 minutes
The Mutual Fund Is Very Much Alive and Well
Trillions
The Bloomberg analysts discuss the $24 trillion in assets mutual fund industry, including the importance of fees, who beat QQQ, and […]
Wealth Management
May 2023
39 minutes
Mac Gardner – Kids and Money
Standard Deviations
Gardner is the Chief Education Officer of FinLit Tech, where he focuses on bridging the gap between financial literacy and […]
Wealth Management
January 2023
62 minutes
John Mack on Life Lessons From Financial Crisis
Masters in Business
Mack is the former CEO of Morgan Stanley. He walks through the evolution of Wall Street since he started decades […]
Wealth Management
January 2023
103 minutes
Optimizing life for maximum fulfillment | Bill Perkins
The Peter Attia Drive
Perkins is a successful natural gas trader and author of Die With Zero, which challenges conventional thinking related to the balance between […]
Wealth Management
January 2023
37 minutes
Now There Are One-Stop Shops to Launch Your ETF
Trillions
Garrett Stevens, Mike Venuto, and Wes Gray discuss their white-label ETF business. They touch on how they vet new ideas, why […]
Wealth Management
November 2022
70 minutes
Prof Scott Cederburg: Long-Horizon Losses in Stocks, Bonds, and Bills
Professor Cederburg shares his research on the long-term performance (both returns and loss probabilities) both stocks and bonds, home-country bias, and […]
Wealth Management
October 2022
62 minutes
518. Are Personal Finance Gurus Giving You Bad Advice?
Freakonomics Radio
This episode looks at the state of personal finance advice, why the psychological aspect of advice needs to be considered, […]
Wealth Management
March 2022
144 minutes
EYL 176 Steve Harvey on Hollywood, financial lessons, being a mogul, & IRS problems
Steve Harvey discusses building a media empire through IP ownership, expanding businesses internationally, and financial lessons from setbacks involving divorce […]
Wealth Management
March 2022
187 minutes
#576: Morgan Housel — The Psychology of Money, Picking the Right Game, and the $6 Million Janitor
Morgan Housel discusses the psychology of money, choosing the right investing game, and why reasonable behavior often matters more than […]
Wealth Management
January 2022
69 minutes
Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes
Jason Zweig discusses traders versus investors, the gamification of markets, and why “conflict free” financial advice often falls short in […]
Wealth Management
January 2022
44 minutes
Bill Perkins is Not Afraid
Bill Perkins shares his path from markets to energy trading, how he sized risk through big natural gas bets, and […]
Wealth Management
September 2021
59 minutes
Perseverance, Family Wealth, and Building a Career On Air — with Anderson Cooper
Anderson Cooper discusses perseverance through personal loss, lessons from the Vanderbilt family’s rise and fall, and how wealth and legacy […]
Wealth Management
September 2021
45 minutes
Meet the Unsung Hero of the $11 Trillion Index Revolution
John McQuown discusses creating the first index fund, the early resistance to indexing, and how the idea eventually reached the […]
Wealth Management
August 2021
47 minutes
40. Harold Pollack on Why Managing Your Money Is as Easy as Taking Out the Garbage
Harold Pollack discusses simple personal finance rules, the real value of paying for advice, and how preventative social services can […]
Wealth Management
May 2021
50 minutes
Teresa Ghilarducci: To Fix Retirement, Expand Social Security
Teresa Ghilarducci touches on expanding Social Security, the structural weaknesses in U.S. retirement security, and policy reforms to address inequality […]
Wealth Management
May 2021
57 minutes
Jim Atkinson on Making History with First Mutual Fund to ETF Conversion
Guinness Atkinson’s Jim Atkinson discusses the first mutual fund to ETF conversion and its implications for asset management.
Wealth Management
April 2021
34 minutes
Behind the First Mutual Fund-to-ETF Conversion
Jim Atkinson discusses converting mutual funds into ETFs, the operational and regulatory hurdles involved, and implications for issuers considering similar […]
Wealth Management
March 2021
112 minutes
ReSolve Riffs with Eric Balchunas: Crypto, Active ETFs, ARK Insanity, and the Beta Vortex
Eric Balchunas discusses ETF industry trends, thematic and momentum dynamics, and passive investing’s impact on price discovery.
Wealth Management
February 2021
99 minutes
Ep 216: The Financial Advisor As Curator And Redefining The Value Of Financial Expertise with Jason Zweig
Jason Zweig discusses behavioral finance insights, flaws in the AUM model, and the evolving role of financial advisors as curators.
Wealth Management
February 2021
68 minutes
The Algebra of Wealth
Noreena Hertz discusses the economic and social costs of loneliness, the unintended consequences of a contactless world, and restoring human […]
Wealth Management
January 2021
43 minutes
George Kinder: A Financial Plan Needs To Be a Life Plan
George Kinder discusses life planning for advisors, integrating purpose into financial advice, and lessons from his decades shaping the profession.
Wealth Management
January 2021
42 minutes
Is ARK the New Janus Twenty?
Scott Schoelzel discusses lessons from managing Janus Twenty, parallels to ARK’s rise, and reflections on active management and market cycles.
Wealth Management
November 2020
53 minutes
Ramit Sethi: ‘What Is Your Rich Life?’
Ramit Sethi discusses practical personal finance, building scalable online businesses, and the updated lessons behind his bestselling book I Will […]
Wealth Management
November 2020
105 minutes
Ep 201: Building A Scalable Advisor Marketing Engine That Eliminates Reliance On Rainmakers Or Referrals with John Wernz
John Wernz discusses building an organic RIA marketing engine, leveraging direct mail and data analytics, and structuring centralized sales teams […]
Wealth Management
September 2020
74 minutes
Morgan Housel on the Culture of Finance
Morgan Housel discusses the psychology of money, behavioral drivers of wealth and greed, and timeless lessons on investing and decision-making.
Wealth Management
May 2020
43 minutes
Carl Richards: ‘Let’s Focus on Being a Little Less Wrong Tomorrow’
Carl Richards discusses behavioral investing pitfalls, simplifying financial planning with visual frameworks, and helping investors close the gap between intentions […]
Wealth Management
April 2020
47 minutes
Morgan Housel – The Psychology of Money
Morgan Housel discusses the psychology of money, how culture shapes financial behavior, and why investors often create their own problems.
Wealth Management
March 2020
62 minutes
S8 E5 Terry Savage, Finance Professional
Terry Savage discusses personal finance fundamentals, navigating market uncertainty, and practical money management lessons for individual investors.
Wealth Management
February 2020
73 minutes
Michael Venuto discusses how ETFs are structured, the democratization of market access, and the potential path forward for a Bitcoin ETF.
Michael Venuto discusses how ETFs are structured, the democratization of market access, and the potential path forward for a Bitcoin […]
Wealth Management
February 2020
54 minutes
#142 – Morgan Housel – How To Create & Manage Your Personal Wealth
Morgan Housel discusses wealth building and preservation, behavioral pitfalls that derail investors, and practical principles for long-term money management.
Wealth Management
September 2019
79 minutes
WCI #124: Financial Advisors: The Good, The Bad, and The Ugly with Michael Kitces
Michael Kitces discusses advisor competency standards, fiduciary responsibilities and fee structures, and why personal savings often outweigh portfolio optimization early […]
Wealth Management
July 2019
59 minutes
Maria Bruno and Joel Dickson: ‘Building a Better Retirement’
Vanguard’s Maria Bruno and Joel Dickson discuss retirement planning research, portfolio construction methodology, and the evolution of advice for individual […]
Wealth Management
June 2019
54 minutes
Michael Kitces: The Model Has to Change Again
Michael Kitces discusses the future of the financial advice business, evolving advisor models, and trends shaping how wealth managers serve […]
Wealth Management
June 2019
60 minutes
Episode 010: Debbie Fuhr and Robin Powell, host Rick Ferri
Debbie Fuhr and Robin Powell discuss the global growth of index investing, the evolution of ETFs, and the rise of […]
Wealth Management
May 2019
145 minutes
#371: Ramit Sethi — Automating Finances, Negotiating Prenups, Disagreeing with Tim, and More
Ramit Sethi discusses optimizing key life decisions, behavioral psychology in personal finance, and building systems to improve money and career […]
Wealth Management
April 2019
46 minutes
Christine Benz – Retirement Planning Made Easy: The Benefits of a Goals-Based Approach to Secure Your Future
Christine Benz discusses goals-based retirement planning, the psychology of mental accounting, and practical steps to improve retirement readiness.
Wealth Management
January 2019
44 minutes
Jim Dahle: The White Coat Investor
Jim Dahle discusses safe withdrawal rates, strategies to adjust overspending in retirement, and practical planning considerations for long-term financial independence.
Wealth Management
September 2018
70 minutes
David Nadig Discusses the Future of ETFs
Dave Nadig discusses the evolution of ETFs, how product structure shapes investor behavior, and what trends may define the next […]