No jargon, no judgment — MoneyWatch is your no-nonsense guide to taking control of your finances. Join CBS News Business Analyst and Certified Financial Planner Jill Schlesinger and co-host Mark Talercio, CFP as they break down money matters in a way that actually makes sense. Feeling overwhelmed by financial decisions like tackling debt or planning for retirement? You're in the right place! Each episode, Jill and Mark go back to basics, diving into the financial topics you might be too emba ...
…
continue reading
Robo Advisor Podcasts
A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
…
continue reading
A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
…
continue reading
Financial and retirement guidance from Leo Irizarri, financial advisor with Wealth Transfer Consultants in Tampa Bay, FL.
…
continue reading
We talk a lot about Wealth Building through investment management and financial planning.
…
continue reading
Making sense of everything Business, Investing, Real Estate, Entrepreneurship, Lifestyle & Everything in Between.
…
continue reading
Financial Planning Conversations is a podcast about good financial advice and investment suitability. It is brought to you by FinaMetrica - a global leader in investment suitability and risk tolerance assessment tools. For more information on how FinaMetrica can help grow your business go to www.riskprofiling.com. You can contact Paul directly: Email: [email protected] Twitter: @paulresnik
…
continue reading
Your ultimate destination for CFA ® Exam Domination. Our focus at the Financial Analyst Warrior is to help you navigate through your CFA Level 1 candidate journey in order to become a successful charterholder. The CFA Level 1 Hacks provide a fail-proof plan designed to take you by the hand, step-by-step and show you exactly the most crucial elements that you need to master in order to pass your CFA Exam once and for all. CFA Level 1 Hacks will teach you the most important formulas to memoriz ...
…
continue reading
We're all investors in the share market, either directly or through our superannuation. We're handing over management of our assets to financial advisors and fund managers. The best will look after our interests and make us wealthier. But how can we know for sure? Where do you go if you're completely new but want to start learning about investing in the markets yourself. The jargon is dense and it can feel like we're being kept deliberately in the dark. In Shares for Beginners, you'll hear f ...
…
continue reading
1
Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing?
23:19
23:19
Play later
Play later
Lists
Like
Liked
23:19
We examine how robo-advisors have evolved over the past decade to determine if their services justify the fees they charge. Topics covered include: How large are the top 5 robo-advisors Robo-advisor fees Robo-advisor holdings Why robo-advisors are turning toward direct indexing for tax loss harvesting How much excess return does tax loss harvesting…
…
continue reading
1
Digital Advice in 2025: What You Need to Know About Robo-Advisors
24:23
24:23
Play later
Play later
Lists
Like
Liked
24:23
Lan Tran, manager research analyst for Morningstar Research Services, discusses the benefits and limitations of digital investment advice. Plus, a look at the best and worst robo-advisors of 2025. What Is a Robo-Advisor? Robo-Advisors vs. Traditional Advisors Who Should Use a Robo-Advisor? Benefits of Digital Investment Advice vs. a DIY Approach Do…
…
continue reading
1
Mining and the Global Race for Critical Minerals with Kinterra Capital
45:39
45:39
Play later
Play later
Lists
Like
Liked
45:39
How the investing landscape is being reshaped by the global race for critical minerals. Topics covered in this conversation between FEG's Greg Dowling and private equity firm Kinterra Capital's co-founders, Cheryl Brandon and Kamal Toor include: How mining and mineral processing work What are critical minerals, what is driving the demand for them, …
…
continue reading
1
What is the Stock Market? Elio D'Amato Classic Episode!
44:32
44:32
Play later
Play later
Lists
Like
Liked
44:32
In this episode I'm joined by Elio D'Amato from to unravel the mysteries of investing and ask the fundamental questions: What is a stock market? Why does it exist? And how can you, as an investor, navigate its complexities? I've had a busy couple of weeks and was running out of feed for the hungry podcast beast. This is a repeat episode from Octobe…
…
continue reading
I am 41 years old and totally over my corporate job. I want to get out of the rat race and be done with my long commute and try something new and/or go part-time. When can I do it? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @…
…
continue reading
As young Americans struggle with job prospects and loan repayment, Mark and I share tips to ease financial stress and stay on track. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: …
…
continue reading
1
Market Volatility: 4 Key Factors to Track in Q3 2025
14:21
14:21
Play later
Play later
Lists
Like
Liked
14:21
Sarah Hansen, Morningstar Inc’s senior markets reporter, discusses the uncertain outlook for the third quarter and how investors should prepare for market volatility. What Was Surprising From Q2 Market Volatility Mixed Expectations as Trump’s Tariff Deadline Approaches How Should Investors Prepare Themselves for Market Volatility? How Tariff Uncert…
…
continue reading
1
All-Weather Portfolio - Rudi Filapek-Vandyck | FNArena
44:38
44:38
Play later
Play later
Lists
Like
Liked
44:38
In this episode I'm joined by Rudi Filapek-Vandyck, the editor of FN Arena Investing Newsletter, to talk deep market insights, his All-Weather Model Portfolio and the strategies that have shaped his approach to investing in quality growth stocks. Rudi shared his journey, lessons learned, and why he’s challenging the traditional value investing narr…
…
continue reading
After taking a new job for a higher salary, I now realize it was a mistake. Can I afford to back to a lower paying job? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney To learn more abou…
…
continue reading
Millions of Americans are experiencing the waves of an uncertain, see-sawing market. How can you keep calm and carry on? Mark and I discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @…
…
continue reading
🚧💡 Get an inside look at Acrow Limited's innovative approach to Formwork, Scaffolding and Industrial Access. CEO Steven Boland discusses their growth, engineering expertise, and exciting projects on the horizon. Watch on YouTube The guest or company has contributed to the cost of production of this episode. Level up your investing with Sharesight, …
…
continue reading
1
Is the International Outlook Brighter Than the US?
18:54
18:54
Play later
Play later
Lists
Like
Liked
18:54
Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They are Dominic Pappalardo, chief multi-asset strategist, and Philip Straehl, chief investment officer for the Americas, for Morningstar Wealth, part of registered investment adviser, Morningstar Investmen…
…
continue reading
1
Attack the Ball Not Your Wealth - Slava Platkov | Dimensional Fund Advisors
39:01
39:01
Play later
Play later
Lists
Like
Liked
39:01
I recently had the pleasure of chatting with Slava Platkov, Senior Portfolio Manager and Vice President at Dimensional Fund Advisors’ Sydney office to talk about his journey from Ukraine to Australia, his semi-professional football days, and to explain factor-based investing. Blog post available at: https://www.sharesforbeginners.com/blog/slava-pla…
…
continue reading
While my current salary is great, it is stressful and takes me away from my wife and two young kids. The goal would be to find another job with a comparable salary, but how far down could I go if needed? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube…
…
continue reading
If your child is looking for a summer job, it could be more challenging as job growth trends downward. Mark and I discuss some tips on how to navigate the market. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instag…
…
continue reading
1
Climbing the Wealth Ladder with Nick Maggiulli
37:02
37:02
Play later
Play later
Lists
Like
Liked
37:02
How our spending, investing, and life strategy change as our net worth grows. We consider how skill, luck, discipline, relationships, and AI can allow us to ascend and, in some cases, descend the wealth ladder. Sponsors NetSuite LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs Insiders Guide Email Newsletter Get our free Inv…
…
continue reading
1
Hedge Fund Strategies for Beginners - Bob Elliott | Unlimited Funds
40:04
40:04
Play later
Play later
Lists
Like
Liked
40:04
In this episode I'm joined by Bob Elliott the co-founder and CEO of Unlimited Funds, for an eye-opening exploration of hedge funds and their role in modern investing. With years of experience as a macro investor at Ray Dalio's Bridgewater Associates, Bob brings a wealth of knowledge, breaking down complex concepts into actionable insights for inves…
…
continue reading
My mother-in-law passed away unexpectedly a few months ago at age 72, just days after retiring. She managed all the finances and I want to make sure we're steering my father-in-law in the right direction. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: …
…
continue reading
What are some of the factors to consider when you're hiring a financial advisor? Mark and I discuss. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our priv…
…
continue reading
1
Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know
15:26
15:26
Play later
Play later
Lists
Like
Liked
15:26
Bryan Armour, director of ETF and passive strategies research for North America at Morningstar Research Services, discusses private equity ETFs and private credit ETFs. Armour also previews his session at the 2025 Morningstar Investment Conference featuring two ETF experts. Hear From Experts on Private Asset ETFs at the 2025 Morningstar Investment …
…
continue reading
1
Stablecoins and CBDCs: Their Rise, Risks and Possibilities
27:25
27:25
Play later
Play later
Lists
Like
Liked
27:25
Circle Invest, one of the leading stablecoin providers, just went public, and its stock price has tripled. We delve into the growth of stablecoins, their applications, and the associated risks. We also discuss the surprising political pushback against central bank digital currencies. Episode Sponsors Delete Me – Use code David20 to get 20% off NetS…
…
continue reading
1
From Glassy to Guru | Geoff Wilson - Wilson Asset Management
1:01:04
1:01:04
Play later
Play later
Lists
Like
Liked
1:01:04
In this episode I sit down with Geoff Wilson, the founder, chairman, and Chief Investment Officer of Wilson Asset Management. He has over 45 years of experience in investment markets, managing over $5.8 billion for more than 130,000 retail investors through nine listed investment companies (LICs) and two unlisted funds. We chatted about his journey…
…
continue reading
1
Tired of My Industry, Can I Retire by Age 50?
26:19
26:19
Play later
Play later
Lists
Like
Liked
26:19
I have a complete distaste for the industry in which I work, and my soul needs a break. Do you think I can retire by 50? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our pr…
…
continue reading
Buy now, pay later (BNPL) plans are popular but can lead to debt if not managed carefully. Mark and I discuss this and more. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener da…
…
continue reading
1
Market Volatility: Portfolio Diversification Is Winning in 2025
16:45
16:45
Play later
Play later
Lists
Like
Liked
16:45
Amy Arnott, Morningstar Inc. portfolio strategist, discusses the success of the 60/40 portfolio and how diversification is paying off during market volatility this year. How Diversification Has Held Up Against Market Volatility in 2025 Which Asset Classes Have Been Strong Diversifiers in 2025? Which Asset Classes Have Struggled as Diversifiers? How…
…
continue reading
1
The Future of Power: Energy at a Crossroads with Scott Harland
40:26
40:26
Play later
Play later
Lists
Like
Liked
40:26
From wildfires to AI-driven demand surges, the power grid is under pressure—and so is the investment landscape around it. Scott Harland of Rockland Capital visits with Greg Dowling of FEG to explore the risks, opportunities, and critical shifts shaping the future of energy. Topics covered include: The necessity of a balanced energy mix, including t…
…
continue reading
1
The NZX - Small But Perfectly Formed | Oliver Mander from NZSA
42:51
42:51
Play later
Play later
Lists
Like
Liked
42:51
I recently had the pleasure of sitting down with Oliver Mander, the Chief Executive Officer of the New Zealand Shareholders Association (NZSA). As someone who’s passionate about investing and governance, Oliver offered a fascinating deep dive into the world of investing in New Zealand, a market that’s small but mighty. Blog post available at: https…
…
continue reading
After receiving a sizable inheritance, I want to be smart in taking the next steps to ensure my future retirement. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices…
…
continue reading
With millions entering the workforce, we're discussing some essential tips for managing money, setting goals and avoiding common financial mistakes after graduation. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney…
…
continue reading
1
13 Elite Companies With Fast-Growing Dividends
14:31
14:31
Play later
Play later
Lists
Like
Liked
14:31
David Harrell, editor of Morningstar’s DividendInvestor newsletter, talks about the dividend stocks that earned a spot on the newsletter’s annual Dividend Growers list. Harrell also discusses how to approach dividend investing. What Qualifies a Dividend Stock to Be on the DividendInvestor’s Annual Dividend Growers List? 13 Elite Companies With Fast…
…
continue reading
1
Four Inches Into The Future - Andrew Page | Strawman
49:30
49:30
Play later
Play later
Lists
Like
Liked
49:30
In this episode I welcome back Andrew Page, the founder of Strawman.com, an online investment club for investors to exchange ideas and debate on buying companies on the ASX. Andrew attempts to uncover hidden gems in the Australian small and mid-cap sharemarket, blending meticulous research with a community-driven approach. His latest blog post, Fou…
…
continue reading
1
What Vets Should Know About Managing Money
31:16
31:16
Play later
Play later
Lists
Like
Liked
31:16
This Memorial Day weekend we're bringing you an appearance I made on CBS Eye on Veterans, hosted by Phil Briggs. Phil had me on his show to discuss the vital steps every veteran needs to take if they want to have enough money when they’re older. Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on M…
…
continue reading
I recently accepted an early retirement offer, but I have a few weeks to change my mind before it becomes official. Should I reconsider? Have a money question? Email us here Subscribe to Jill on Money LIVE Subscribe to Jill on Money Newsletter YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our pr…
…
continue reading
1
Market Volatility: The Stock Strategies That Are Paying Off in 2025
12:52
12:52
Play later
Play later
Lists
Like
Liked
12:52
Dan Lefkovitz, Morningstar Indexes strategist and columnist, explains how factor investing works. And he discusses which stocks outperformed and underperformed during this year’s market volatility. What Is Factor Investing? What Factors Have the Strongest Performance Amid Market Volatility in 2025? Berkshire Hathaway and Other Low-Volatility Stocks…
…
continue reading
1
No More AAA - What the U.S. Debt Downgrade Means for Investors
24:54
24:54
Play later
Play later
Lists
Like
Liked
24:54
With longer-term U.S. interest rates rising and no plan to reduce the budget deficit, is a U.S. national debt crisis imminent? Topics covered include: Why S&P, Fitch, and now Moody's stripped the U.S. of its pristine AAA debt rating How the U.S. national debt dynamics compare to Greece, Italy, and Japan What are four things investors should monitor…
…
continue reading
1
Embrace The Uncertainty - Jeff Sarti | Morton Wealth
45:47
45:47
Play later
Play later
Lists
Like
Liked
45:47
My guest this week is Jeff Sarti, CEO of Morton Wealth. Jeff is a CFA charterholder managing over $3 billion in assets, and the author of the Healthy Skeptic newsletter where he challenges conventional investing wisdom. We talked about true diversification, the risks of outdated strategies, and why alternative assets are stealing the spotlight. Blo…
…
continue reading
I recently inherited about $250k and I'm not quite sure how I should be putting it to use. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your …
…
continue reading
