Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning all Episodes with AI Transcript

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Jack Forehand, Justin Carbonneau and Matt Zeigler

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.

The Characteristics of a Good Investment Process - And How to Know When to Change It

Year-End Investing and Planning Strategies | Portfolio Rebalancing, Tax Loss Harvesting and More

What Investors Need to Know About Momentum Investing

An Inside Look at the Quality and Low Volatility Factors

Breaking Down Popular Value ETFs

How Couples Can Have Better Conversations About Money with Heather and Doug Boneparth

Is Value Investing Dead? A Quant and a Financial Planner Discuss

Understanding the Business of Franchising with Ben Terrill

Investor Q&A | Going to Cash, Laddering Bonds, International Diversification, Narrow Leadership

Roth Conversions | What Investors Need to Know

The Many Sides of Diversification | Spreading Your Bets Across Stocks, Factors and Asset Classes

A Detailed Look at Direct Indexing

Two Quants and a Financial Planner Talk Inflation

Breaking Down the Greatness of Warren Buffett

Behind the Curtain of 401K Plans with Law Professors Ian Ayres and Quinn Curtis

Untangling the Challenging Rules of Inherited IRAs

A Quant and a Financial Planner Discuss Factor Investing

The Truth About Market Forecasts (And Dollar Cost Averaging)

A Young Financial Planner Shares His Most Important Insights for Early Career Investors

The Many Facets of Discipline in Investing

A Financial Planner's View of Factor Investing

The Basics of Estate Planning

Lessons From the Epsilon Connect Conference

Five Major Issues on Investors' Minds: Inflation, Recession, Valuations, AI Stocks, Geopolitics

Aligning Your Assets with Your Purpose: Lessons from Peter Mladina

Annuities: Useful Financial Planning Tool or Just a Bunch of Shady Steak Dinners?

Will ChatGPT Replace Financial Planners?

The Challenge of Understanding Your True Risk Tolerance

Interpreting the Key Lessons from Great Investors

How Regular Investors Should Think About Alternatives to Stocks and Bonds

Lessons for Investors in Their Later Retirement Years

Using Variable Withdrawal Rate Strategies in Retirement

Using Monte Carlo Simulation in Retirement Planning

The Importance of Asset Location

Understanding the 4% Rule and Safe Withdrawal Rates

Lessons For Investors Approaching Retirement

Retirement Planning in Your Prime Earning Years

A Detailed Look at FDIC and SIPC Insurance and the Protections Available for Investors

What You Need to Know About Retirement Early in Your Career

A Primer on College Planning and Saving

The Basics of Goals-Based Planning