Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning
By Jack Forehand, Justin Carbonneau and Matt Zeigler
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Category: Investing
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Episodes: 64
Description
Two Quants and a Financial Planner bridges the worlds of investing and financial planning to help investors achieve their long-term goals. Join Matt Zeigler, Jack Forehand and Justin Carbonneau as they cover a wide range of investing and financial planning topics that impact all of us and discuss how we can apply them in the real world to achieve the best outcomes in our financial lives.
| Episode | Date |
|---|---|
|
Ten Lessons from Two Decades of Managing Money
|
May 13, 2024 |
|
Lessons From 24 Market Experts | What We Learned From the 12 Hour PNL For a Purpose Livestream
|
May 06, 2024 |
|
Fact or Fiction: Inflation, Taxes and That $4 Cup of Coffee
|
Apr 29, 2024 |
|
The Double-Edged Sword of Trend Following
|
Apr 22, 2024 |
|
The Importance of Managing Drawdowns in Retirement
|
Apr 15, 2024 |
|
An In Depth Look at Low Volatility Investing
|
Apr 08, 2024 |
|
Lessons from Danny Kahneman | Investing in Practice Rather Than Theory
|
Apr 01, 2024 |
|
Understanding the Measurement of Inflation
|
Mar 25, 2024 |
|
10 Lessons From Warren Buffett's Annual Letter
|
Mar 18, 2024 |
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Ten Simple Lessons from Fama and French
|
Mar 11, 2024 |
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The S&P 500 Is Highly Concentrated | Should You Be Worried?
|
Mar 04, 2024 |
|
David Einhorn Says the Market is Broken | We Debate Whether He is Right
|
Feb 26, 2024 |
|
The Intentional Investor | Justin Castelli
|
Feb 19, 2024 |
|
The Elusive Definition of Risk | And How to Manage It
|
Feb 12, 2024 |
|
Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds
|
Feb 05, 2024 |
|
Fact or Fiction: Limitations of the 60-40, Dave Ramsey's 8% Rule, Factor Investing, AI and More
|
Jan 29, 2024 |
|
The Key Criteria to Look at When Evaluating Active ETFs
|
Jan 22, 2024 |
|
Lessons from Launching (and Shutting Down) a Small-Cap Value ETF
|
Jan 15, 2024 |
|
Lessons from the Rise and Fall (And Rise Again?) of ARK
|
Jan 08, 2024 |
|
Nine Investing and Life Lessons From 2023
|
Jan 01, 2024 |
|
Our 2024 Market Forecast | And Why You Shouldn't Listen to It
|
Dec 27, 2023 |
|
Four Ways Value Investors Can Use Momentum
|
Dec 18, 2023 |
|
Evaluating Alternatives to the 60-40 Portfolio
|
Dec 11, 2023 |
|
The Characteristics of a Good Investment Process - And How to Know When to Change It
|
Dec 04, 2023 |
|
Year-End Investing and Planning Strategies | Portfolio Rebalancing, Tax Loss Harvesting and More
|
Nov 27, 2023 |
|
What Investors Need to Know About Momentum Investing
|
Nov 20, 2023 |
|
An Inside Look at the Quality and Low Volatility Factors
|
Nov 13, 2023 |
|
Breaking Down Popular Value ETFs
|
Nov 06, 2023 |
|
How Couples Can Have Better Conversations About Money with Heather and Doug Boneparth
|
Oct 30, 2023 |
|
Is Value Investing Dead? A Quant and a Financial Planner Discuss
|
Oct 23, 2023 |
|
Understanding the Business of Franchising with Ben Terrill
|
Oct 16, 2023 |
|
Investor Q&A | Going to Cash, Laddering Bonds, International Diversification, Narrow Leadership
|
Oct 09, 2023 |
|
Roth Conversions | What Investors Need to Know
|
Oct 02, 2023 |
|
The Many Sides of Diversification | Spreading Your Bets Across Stocks, Factors and Asset Classes
|
Sep 25, 2023 |
|
A Detailed Look at Direct Indexing
|
Sep 18, 2023 |
|
Two Quants and a Financial Planner Talk Inflation
|
Sep 11, 2023 |
|
Breaking Down the Greatness of Warren Buffett
|
Sep 04, 2023 |
|
Behind the Curtain of 401K Plans with Law Professors Ian Ayres and Quinn Curtis
|
Aug 28, 2023 |
|
Untangling the Challenging Rules of Inherited IRAs
|
Aug 21, 2023 |
|
A Quant and a Financial Planner Discuss Factor Investing
|
Aug 14, 2023 |
|
The Truth About Market Forecasts (And Dollar Cost Averaging)
|
Aug 07, 2023 |
|
A Young Financial Planner Shares His Most Important Insights for Early Career Investors
|
Jul 31, 2023 |
|
The Many Facets of Discipline in Investing
|
Jul 24, 2023 |
|
A Financial Planner's View of Factor Investing
|
Jul 17, 2023 |
|
The Basics of Estate Planning
|
Jul 10, 2023 |
|
Lessons From the Epsilon Connect Conference
|
Jul 03, 2023 |
|
Five Major Issues on Investors' Minds: Inflation, Recession, Valuations, AI Stocks, Geopolitics
|
Jun 26, 2023 |
|
Aligning Your Assets with Your Purpose: Lessons from Peter Mladina
|
Jun 19, 2023 |
|
Annuities: Useful Financial Planning Tool or Just a Bunch of Shady Steak Dinners?
|
Jun 12, 2023 |
|
Will ChatGPT Replace Financial Planners?
|
Jun 05, 2023 |
|
The Challenge of Understanding Your True Risk Tolerance
|
May 30, 2023 |
|
Interpreting the Key Lessons from Great Investors
|
May 22, 2023 |
|
How Regular Investors Should Think About Alternatives to Stocks and Bonds
|
May 15, 2023 |
|
Lessons for Investors in Their Later Retirement Years
|
May 08, 2023 |
|
Using Variable Withdrawal Rate Strategies in Retirement
|
May 01, 2023 |
|
Using Monte Carlo Simulation in Retirement Planning
|
Apr 24, 2023 |
|
The Importance of Asset Location
|
Apr 17, 2023 |
|
Understanding the 4% Rule and Safe Withdrawal Rates
|
Apr 10, 2023 |
|
Lessons For Investors Approaching Retirement
|
Apr 03, 2023 |
|
Retirement Planning in Your Prime Earning Years
|
Mar 27, 2023 |
|
A Detailed Look at FDIC and SIPC Insurance and the Protections Available for Investors
|
Mar 21, 2023 |
|
What You Need to Know About Retirement Early in Your Career
|
Mar 13, 2023 |
|
A Primer on College Planning and Saving
|
Mar 06, 2023 |
|
The Basics of Goals-Based Planning
|
Feb 24, 2023 |