Najlepsze podcasty z kategorii: CFA (2024)

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Untangling The New Required Minimum Distribution (RMD) Rules 28:48

5d ago28:48

28:48

Over the last few years, significant changes have been made to how retirement accounts are managed after death, especially with new RMD rules. In July, the IRS issued its new Final Regulations regarding the SECURE Act’s provisions. In this episode, hear Tyler Emrick, CFA®, CFP®, break down the key provisions, including the 10-Year Rule for benefici…

1
Macro Matters podcast September 4, 2024 53:46

12d ago53:46

53:46

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are back to discuss the data-filled week post Labor Day and what this might mean for markets going forward. What should we expect? How will the market react? What do investors need to focus on? Have a listen to find out

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Epsisode 73, Bogleheads on Investing, Christine Benz discusses her new book, “How to Retire”, host Rick Ferri

22d ago

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This podcast covers so much information that you'll probably listen twice!Autor: Rick Ferri, CFA

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What Really Matters In Retirement? Six Lessons from One Retiree 28:45

19d ago28:45

28:45

In this episode, Tyler Emrick, CFA®, CFP®, reviews the rich insights from Fritz Gilbert's blog post, "Six Lessons From Six Years of Retirement." Exploring the complexities of retirement that go beyond financial concerns, highlighting how true fulfillment often lies in navigating the non-financial aspects of this life stage. Join us as we unravel th…

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Buffered ETFs: Market Downside Protection? Are They Right for You? 35:09

1M ago35:09

35:09

There is no such thing as a free lunch – or is there? Discover the world of buffered ETFs, a fast-growing segment in financial markets designed to offer investors defined outcomes with built-in downside protection. In this episode, hear Tyler Emrick, CFA®, CFP®, dive into the mechanics, benefits, and potential drawbacks of these complex financial i…

1
Macro Matters - recapping a crazy 10 days 45:31

1M ago45:31

45:31

Tony Zhang PhD, CFA is back with Rich Excell CFA, CMT to recap the crazy August we have seen in the markets. What are the important takeaways? Are we all clear? What should investors think about going forward?

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Investment Exchange Forum: India - Elections, Modi, and the investment landscape 40:19

2M ago40:19

40:19

Rich Excell CFA, CMT is joined by renowned economic Lyric Hughes Hale of EconVue who is an expert on Asia economies and geopolitics. Lyric last joined Rich to talk about China after the last National Party Congress. Now she is on to discuss the seminal elections in India, what we need to know as investors, and what we might expect from the politici…

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Macro Matters - it's been a little while 48:39

2M ago48:39

48:39

It's been a few week since Tony Zhang PhD, CFA and Rich Excell CFA, CMT have sat down to discuss the markets. Since then, we have not only seen some historic events in politics but we have moved into the middle of an important earnings season, where the bar is very high. Throw in weakening economic data, and it is tough for investors to navigate. D…

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Episode 72, Bogleheads on Investing, David Baughier switches seats with host Rick Ferri and interviews him

2M ago

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David Baughier switched seats with host Rick Ferri and interviewed him about many personal finance topics.Autor: Rick Ferri, CFA

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No Budget Needed 28:10

2M ago28:10

28:10

In this episode, hear Tyler Emrick, CFA®, CFP®, discuss why meticulous budgeting isn’t necessary for most people approaching retirement. Discover how understanding your lifestyle spending and anticipating future changes can lead to more effective financial planning. Learn about the "Retirement Spending Smile" concept and why focusing on your lifest…

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How To Navigate Markets In An Election Year 29:39

2M ago29:39

29:39

It's almost Election Day in the US, and opinions are flying. But should elections sway your long-term investment strategy? Find out in this episode as Tyler Emrick, CFA®, CFP®, cuts through the political noise exploring historical market performance in past election years and Presidential terms. Sharing how you can use this data to set your emotion…

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Path to Success: A Conversation with Jean Hynes 35:34

3M ago35:34

35:34

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Jean Hynes, CEO of Wellington Management Company. Jean shares her inspiring journey from starting as an administrative assistant to leading one of the world's largest investment firms. She emphasizes the importance of early formative experiences, the value of diversity, and the resilien…

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Social Security Timing: Reframing Your Thinking For Better Decision-Making 30:05

3M ago30:05

30:05

Our brain uses mental shortcuts to help us solve problems. While they can be quite helpful, in some areas they may harm our decision-making. Social Security claiming is often one of these negatively impacted areas. In this episode, hear Tyler Emrick, CFA®, CFP®, discuss the mental shortcuts (aka cognitive biases) at play when deciding to take your …

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Episode 71, Bogleheads on Investing, Matt Hougan discusses the basics of blockchain and cybercurrencies, host Rick Ferri

3M ago

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Autor: Rick Ferri, CFA

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Episode 70, Bogleheads on Investing, Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick Ferri

3M ago

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Autor: Rick Ferri, CFA

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Investment Exchange Forum: Cannabis - is it time to revisit? 43:08

3M ago43:08

43:08

Rich Excell CFA, CMT is joined by Lotta Moberg PhD, CFA, a partner at ViviFi Ventures and Paul Chesek, the Chief Growth Officer at GreenCheck to discuss the recent trends in cannabis & how the rescheduling of cannabis may change the landscape for investors going forward.

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Macro Matters podcast June 14, 2024 51:01

3M ago51:01

51:01

Tony Zhang PhD, CFA joins Rich Excell CFA, CMT to discuss the recent events in the market. Last week was a major week for news, for the Fed and for markets. What does the team think of what happened?

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Effective Estate Planning: Tips to Make Sure The Process Goes Smoothly And Money Goes Where You Intend 28:37

3M ago28:37

28:37

Estate planning is about more than just wealth distribution—it’s about peace of mind. In this episode, Hear Tyler Emrick, CFA®, CFP®, cover the fundamentals to start or update your estate planning journey. We’ll discuss how your financial advisor is best to guide the process while your attorney ensures legal alignment. Working together makes the jo…

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The Disappearing Act of Retiree Health Benefits – What Options Do You Have? 39:12

4M ago39:12

39:12

Employer-provided retiree health benefits are quickly becoming obsolete. KFF’s latest survey reveals a sharp decline in large employers offering these benefits, leaving individuals to seek other solutions. Hear Tyler Emrick, CFA®, CFP®, explore your options. Whether you are worried about age 65—either retiring before or after—or have a business, we…

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Macro Matters - May 21, 2024 - investor sentiment 49:53

4M ago49:53

49:53

Tony Zhang Phd, CFA joins Rich Excell CFA, CMT for another episode of Macro Matters. In this episode they cover the abundant liquidity in the market, leading to rising investor sentiment that can be seen from crypto to tech stocks. With NVDA earnings this week, what will that mean for markets? Is it time for the emerging markets to catch up?…

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Retirement "Magic Numbers" Make Little Sense 39:44

4M ago39:44

39:44

In this episode, Tyler Emrick, CFA®, CFP®, explores why targeting a "magic number" of retirement savings falls well short of good retirement planning. Yet, why do people often focus on this? Is it because this survey data is regularly done and widely in the media – with the magic number now at a record high of $1.46 million – or something more? Her…

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Macro Matters - May 8, 2024 - its still all about the Fed 59:09

4M ago59:09

59:09

Tony Zhang PhD, CFA joins Rich Excell CFA, CMT to cover the latest macro that matters for the markets. It is still all about the Fed & inflation for the financial markets. What has changed in the last two weeks? Have a listen to find out

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Episode 69, Bogleheads on Investing, Larry Swedroe on his book, Enrich your Future, host Rick Ferri

5M ago

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Larry Swedroe is my guest on the "Bogleheads on Investing" podcast. We discuss his latest book, "Enrich Your Future, The Keys to Successful Investing".Autor: Rick Ferri, CFA

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Real Estate, Taxes, & College Oh My! 59:11

5M ago59:11

59:11

We welcome Kevin Kroskey, CFP®, MBA, back in action, joining Tyler Emrick, CFA, CFP®, on this potpourri-type episode. Hear Kevin's perspective on the last episode, coming changes in the residential real estate market, and why they will be good for consumers. He'll also share some lessons learned from this tax season and differences between tax-only…

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Macro Matters - April 22, 2024 - what's going on out there? 42:17

5M ago42:17

42:17

Tony Zhang PhD, CFA joins Rich Excell CFA, CMT to discuss the latest events in the market. We are in earnings season, a time when investors should be focused on the micro issues, the idiosyncratic news. Why is everyone focusing on the macro all of a sudden? Join Tony and Rich to find out why this macro matters…

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Historic Changes To The Residential Real Estate Industry Will Be Good For You (And Are Similar To Changes Occur-ring In Financial Advice) 30:32

5M ago30:32

30:32

Gone are the days of 6% commissions when selling a home!? Well, sort of. In this episode, we unpack the $418 million proposed settlement that will likely reshape the real estate industry. While change creates winners and losers, consumers will generally be winners as the industry wheat will further separate from the chaff. Hear Tyler Emrick, CFA®, …

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Venturing Beyond Comfort: A Conversation with Lily Lyman 32:35

5M ago32:35

32:35

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Lily Lyman, General Partner at Underscore VC, a Boston-based VC firm for bold, seed stage founders. Together, they delve into Lyman's insights garnered from her experiences in fostering entrepreneurship globally, her impactful role in spearheading international expansion efforts at Face…

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Investment Exchange Forum - QQQ - 25 years later 40:56

6M ago40:56

40:56

March marked the 25th anniversary for the QQQ ETF, one of the granddaddies of them all. This ETF set the table for thousands more to follow. In this episode, Rich Excell CFA, CMT speaks with Paul Schroeder CMT, the QQQ Equity Product Strategist at Invesco, to talk about the history of QQQ, how the ETF landscape has evolved, and what it might look l…

1
How to Avoid A Surprise Bill at Tax Time 29:28

6M ago29:28

29:28

When it comes to finances, paying a big bill at tax time is the worst. Worse yet, is if that bill comes as a surprise because your CPA, Investment Professional, and Financial Planner were not on the same page. In this episode, Tyler Emrick, CFA®, CFP®, sheds light on traditional culprits that cause nasty surprises at tax time. Whether it is capital…

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Episode 68, Bogleheads on Investing, Rolf Agather on index evolution, host Rick Ferri

6M ago

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Over 50% of mutual fund and ETF assets follow passive indices, which makes index methodology important. Rolf Agather, CFA, has been in the index industry for 40 years and played a major role in the revolution.Autor: Rick Ferri, CFA

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Macro Matters - March 18 - Fed preview: inflation, commodities, yields & market pricing 43:16

6M ago43:16

43:16

Tony Zhang PhD, CFA and Rich Excell CFA, CMT are together for another episode of Macro Matters. In this episode before the March FOMC meeting, Tony and Rich discuss the recent moves in commodities, what this means for inflation, how the bond market is reacting to this news on inflation, what we can expect from the FOMC, and finally, how assets are …

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Resilience & Heart Equity: A Conversation with Kyle Arrington 12:22

6M ago12:22

12:22

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Kyle Arrington, Super Bowl Champion with the New England Patriots and founder of the E.V.O.L.V.E. Foundation. They delve into Kyle's formative childhood experiences, lessons learned from working with Bill Belichick and Tom Brady, his commitment to community service and empowerment, and …

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Smarter Ways To Financially Help Your Children & Grandchildren 32:24

6M ago32:24

32:24

So, what are smarter ways to save or gift to your family? In this episode listen to Tyler Emrick, CFA®, CFP® discuss how to gift wisely, be supportive of and not inhibit responsible financial behaviors, utilize intra-family loans, and optimize benefits for your family today and into the future. Here’s some of what we discuss in this episode: What t…

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Investment Exchange Forum - Private Credit Series - Views of a multi-strat investor 38:38

6M ago38:38

38:38

In this episode, Rich Excell CFA, CMT sits down with Louay Mikdashi, the Head of Multi-sector Private Credit at Neuberger Berman. They discuss the pros & cons of the private credit market and explore the findings in Louay's recent paper "Private Credit is gaining steam – where do we go from here?"

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Macro Matters podcast - yield curve, Fed expectations, Crypto, earnings and factors! 37:22

7M ago37:22

37:22

Tony Zhang PhD, CFA and Rich Excell CFA, CMT follow up their conversation from two weeks ago. They discuss the continuing changes to market expectations for the FOMC, what this means for the yield curve, the risk appetite present in stocks, crypto and credit, and the fundamental drivers of earnings and factors. It is an action-packed episode you do…

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How Risky of An Investor Are You? 36:49

7M ago36:49

36:49

In this episode, Tyler Emrick, CFA®, CFP®, takes a deep dive into the world of risk. Is filling out a simple questionnaire sufficient? How about telling your advisor, "I'm moderately conservative?" Don't these seem fuzzy at best? Hear how your perceived risk and diversification may differ – sometimes substantially – from mathematical reality. And b…

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