Two Quants and a Financial Planner

Por: Excess Returns
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.
123 episodios disponibles

Latest episodes of the podcast Two Quants and a Financial Planner

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A Young Financial Planner Shares His Most Important Insights for Early Career Investors 31/07/2023
The Many Facets of Discipline in Investing 24/07/2023
A Financial Planner's View of Factor Investing 17/07/2023
The Basics of Estate Planning 10/07/2023
Lessons From the Epsilon Connect Conference 03/07/2023
Five Major Issues on Investors' Minds: Inflation, Recession, Valuations, AI Stocks, Geopolitics 26/06/2023
Aligning Your Assets with Your Purpose: Lessons from Peter Mladina 19/06/2023
Annuities: Useful Financial Planning Tool or Just a Bunch of Shady Steak Dinners? 12/06/2023
Will ChatGPT Replace Financial Planners? 05/06/2023
The Challenge of Understanding Your True Risk Tolerance 30/05/2023
Interpreting the Key Lessons from Great Investors 22/05/2023
How Regular Investors Should Think About Alternatives to Stocks and Bonds 15/05/2023
Lessons for Investors in Their Later Retirement Years 08/05/2023
Using Variable Withdrawal Rate Strategies in Retirement 01/05/2023
Using Monte Carlo Simulation in Retirement Planning 24/04/2023
The Importance of Asset Location 17/04/2023
Understanding the 4% Rule and Safe Withdrawal Rates 10/04/2023
Lessons For Investors Approaching Retirement 03/04/2023
Retirement Planning in Your Prime Earning Years 27/03/2023
A Detailed Look at FDIC and SIPC Insurance and the Protections Available for Investors 21/03/2023
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