PODCAST SERIES
Each episode focuses on themes from my recently published book, Goals-Based Investing, and includes an interview with thought leaders in the industry. Don’t forget to subscribe to the Goals-Based Investing YouTube channel.
Episode 13:
Shut Up & Keep Talking
Stories from the New York Stock Exchange.
Episode 10:
Polarization of ESG
Featured Guest- J. Alan Reid, CIMA®
Episode 14:
Top Episodes:
Best of 2022.
Episode 11:
Retirement Planning
Featured Guest- Robert Powell, CFP®, RMA®
Episode 12:
2023 Outlook
Challenges in the coming year.
Episode 7:
Portfolio of the Future
Featured Guest- Aaron Filbeck, CAIA, CFA, CIPM, FDP
Episode 8:
Asset Allocation and Portfolio Construction.
Featured Guest- Halvard Kvaale
Episode 9:
Portfolio Construction.
Featured Guest- Graham Rich
Episode 4:
Understanding ESG
Featured Guest- Margaret M. Towle, PhD CAIA®, CAP®, CIMA®, CPWA®, FSA®, RICP®
Episode 5:
Model Portfolios
Featured Guest- Scott Welch CIMA®
Episode 6:
Embracing Diversity
Featured Guest- Gary Bridgeman, CIMA®
Episode 1:
Practical Application of Behavioral Finance
Featured Guest- John Nersesian
Episode 2:
New Pricing Models
Featured Guest- Christine Gaze
Episode 3:
UHNW Investors
Featured Guest- Jamie McLaughlin
