The retirement-planning specialist discusses whether the 60/40 is broken, annuities, and the challenges of creating one-size-fits-many solutions for retirement.

Robert Powell: ‘How Do I Generate the Income?’

Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.

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A global economist weighs in on inflation, upcoming elections, and deglobalization.

Neil Shearing: What the Consensus Is Missing About the Current Economy

An author and longtime investing columnist on the role of individual stocks in a diversified portfolio, the virtues of ETFs, and the biggest mistakes he sees individual investors making.

Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’

Why investment sizing is an important—yet often overlooked—factor in investor outcomes.

Victor Haghani: Lessons From the Missing Billionaires

The founder and CEO of Creative Planning on scaling up an RIA giant, why AI in financial advice is ‘inevitable,’ and whether financial advisors will face fee compression in the years ahead.

Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’

A Morningstar researcher discusses rising passive share, bitcoin ETFs, and the future of active management.

Robert Powell: ‘How Do I Generate the Income?’

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