Two Quants and a Financial Planner

By 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 the... more

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FAQs about Two Quants and a Financial Planner:

How many episodes does Two Quants and a Financial Planner have?

The podcast currently has 149 episodes available.

Two Quants and a Financial Planner episodes:

April 24, 2023 Using Monte Carlo Simulation in Retirement Planning
In this episode, we take a detailed look at Monte Carlo simulation and how it is used in retirement planning. The look at the inputs that are used, how the simulation works and how to interpret the results. We also discuss some of the limitations of the process, how to calculate expected market returns to use in the simulation, the importance of properly framing the results and a lot more.
SEE LATEST EPISODES
⁠⁠⁠⁠⁠⁠https://www.validea.com/the-education-of-a-financial-planner-podcast⁠⁠⁠⁠⁠⁠
FIND OUT MORE ABOUT VALIDEA CAPITAL
⁠⁠⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠⁠⁠
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
⁠⁠⁠⁠⁠⁠https://sunpointeinvestments.com/⁠⁠⁠⁠⁠⁠
FOLLOW JACK
Twitter: ⁠⁠⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠⁠⁠
LinkedIn: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠⁠⁠
FOLLOW JUSTIN
Twitter: ⁠⁠⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠⁠⁠
LinkedIn: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠⁠⁠⁠
FOLLOW MATT
Twitter: ⁠⁠⁠⁠⁠⁠https://twitter.com/cultishcreative⁠⁠⁠⁠⁠⁠
LinkedIn: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/⁠

...more
30min
April 17, 2023 The Importance of Asset Location
Most investors pay close attention to their asset allocation. And that makes sense since research has shown that the asset classes a portfolio is allocated to drive the majority of its return over time. But asset allocation isn't the whole story. It turns out that where those assets are located among taxable, IRA and Roth accounts can also have a big impact on an investor's after-tax return. In this episode, we take a deep dive into asset location and the key concepts investors need to understand.
SEE LATEST EPISODES
⁠⁠⁠⁠⁠https://www.validea.com/the-education-of-a-financial-planner-podcast⁠⁠⁠⁠⁠
FIND OUT MORE ABOUT VALIDEA CAPITAL
⁠⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠⁠
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
⁠⁠⁠⁠⁠https://sunpointeinvestments.com/⁠⁠⁠⁠⁠
FOLLOW JACK
Twitter: ⁠⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠⁠
LinkedIn: ⁠⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠⁠
FOLLOW JUSTIN
Twitter: ⁠⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠⁠
LinkedIn: ⁠⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠⁠⁠
FOLLOW MATT
Twitter: ⁠⁠⁠⁠⁠https://twitter.com/cultishcreative⁠⁠⁠⁠⁠
LinkedIn: ⁠⁠⁠⁠⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/⁠

...more
32min
April 10, 2023 Understanding the 4% Rule and Safe Withdrawal Rates
The 4% rule has become a standard used by many investors to determine the amount they can safely withdrawal in retirement. But most don't know where it came from, the assumptions used for it and how safe withdrawal rates can be impacted by the many factors we deal with as investors. In this episode we take a deep dive into the 4% rule and the concept of safe withdrawal rates and look at the answers to those questions.
We hope you enjoy the discussion.
SEE LATEST EPISODES
⁠⁠⁠⁠https://www.validea.com/the-education-of-a-financial-planner-podcast⁠⁠⁠⁠
FIND OUT MORE ABOUT VALIDEA CAPITAL
⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
⁠⁠⁠⁠https://sunpointeinvestments.com/⁠⁠⁠⁠
FOLLOW JACK
Twitter: ⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠
LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠
FOLLOW JUSTIN
Twitter: ⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠
LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠⁠
FOLLOW MATT
Twitter: ⁠⁠⁠⁠https://twitter.com/cultishcreative⁠⁠⁠⁠
LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/
...more
31min
April 03, 2023 Lessons For Investors Approaching Retirement
In this episode, we talk about the most important things people need to know as they approach and enter into retirement. We discuss the importance of maintaining a purpose in retirement, managing sequence risk, how to think about home equity and Social Security in a retirement plan, how to avoid the most common mistakes retirees make and a lot more.
We hope you enjoy the discussion.
SEE LATEST EPISODES
⁠⁠⁠https://www.validea.com/the-education-of-a-financial-planner-podcast⁠⁠⁠
FIND OUT MORE ABOUT VALIDEA CAPITAL
⁠⁠⁠https://www.valideacapital.com⁠⁠⁠
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
⁠⁠⁠https://sunpointeinvestments.com/⁠⁠⁠
FOLLOW JACK
Twitter: ⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠
LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠
FOLLOW JUSTIN
Twitter: ⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠
LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠
FOLLOW MATT
Twitter: ⁠⁠⁠https://twitter.com/cultishcreative⁠⁠⁠
LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/
...more
35min
March 27, 2023 Retirement Planning in Your Prime Earning Years
Regardless of when you start saving for retirement, the most important period to save is probably the period when your income is at its peak. In this episode, we discuss how to think about retirement saving during your prime earning years.
We discuss the Roth vs. traditional IRA debate, the importance of avoiding lifestyle creep, how to think about how much you need for retirement, the benefits of Monte Carlo simulation and a lot more.
We hope you enjoy the discussion.
SEE LATEST EPISODES
⁠⁠https://www.validea.com/the-education-of-a-financial-planner-podcast⁠⁠
FIND OUT MORE ABOUT VALIDEA CAPITAL
⁠⁠https://www.valideacapital.com⁠⁠
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
⁠⁠https://sunpointeinvestments.com/⁠⁠
FOLLOW JACK
Twitter: ⁠⁠https://twitter.com/practicalquant⁠⁠
LinkedIn: ⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠
FOLLOW JUSTIN
Twitter: ⁠⁠https://twitter.com/jjcarbonneau⁠⁠
LinkedIn: ⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠
FOLLOW MATT
Twitter: ⁠⁠https://twitter.com/cultishcreative⁠⁠
LinkedIn: ⁠⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/

...more
38min
March 21, 2023 A Detailed Look at FDIC and SIPC Insurance and the Protections Available for Investors
With the failure of Silicon Valley Bank, many investors have been worried about if their money is protected. In this episode, we take a detailed look at the protections provided by FDIC and SIPC insurance and how they work in the real world. We also look at protections available for depositors at credit unions, cash value in life insurance policies and a lot more.
We hope you enjoy the discussion.
SEE LATEST EPISODES
⁠https://www.validea.com/the-education-of-a-financial-planner-podcast⁠
FIND OUT MORE ABOUT VALIDEA CAPITAL
⁠https://www.valideacapital.com⁠
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
⁠https://sunpointeinvestments.com/⁠
FOLLOW JACK
Twitter: ⁠https://twitter.com/practicalquant⁠
LinkedIn: ⁠https://www.linkedin.com/in/jack-forehand-8015094⁠
FOLLOW JUSTIN
Twitter: ⁠https://twitter.com/jjcarbonneau⁠
LinkedIn: ⁠https://www.linkedin.com/in/jcarbonneau⁠
FOLLOW MATT
Twitter: ⁠https://twitter.com/cultishcreative⁠
LinkedIn: ⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/

...more
32min
March 13, 2023 What You Need to Know About Retirement Early in Your Career
There are so many things to think about early in your career. Starting a new career, potentially paying off student loans and managing other expenses is usually the focus of young workers. Retirement is often not a major consideration since it is so far in the future. But saving early can start the process of compounding and can make a big difference down the road. In this episode, we discuss the things that young investors should keep in mind as they balance their present needs with their future retirement goals and get into the details of some of the vehicles available for retirement saving.
SEE LATEST EPISODES
https://www.validea.com/the-education-of-a-financial-planner-podcast
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative
LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
...more
28min
March 06, 2023 A Primer on College Planning and Saving
In this episode, we take a detailed look at the options available to save and invest for college. We discuss 529 plans, UTMAs and UGMAs and non-traditional approaches. We also discuss financial aid, grandparent 529s and a lot more.
We hope you enjoy the discussion.
SEE LATEST EPISODES
https://www.validea.com/the-education-of-a-financial-planner-podcast
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative
LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
...more
28min
February 24, 2023 The Basics of Goals-Based Planning
In this episode, we talk about the basics of goals-based planning. We discuss how to define goals, how to balance multiple goals, how to think about future return assumptions and where goals-based planning can go wrong.
We hope you enjoy the discussion.
SEE LATEST EPISODES
https://www.validea.com/the-education-of-a-financial-planner-podcast
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative
LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/

...more
22min

FAQs about Two Quants and a Financial Planner:

How many episodes does Two Quants and a Financial Planner have?

The podcast currently has 149 episodes available.

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