Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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If you are looking for the latest stock tip, look elsewhere. Here, you'll find sound strategies based on financial principles that apply to your life. This isn't about financial jargon. This is about you. So listen, learn and ask questions of your own. After all, it's your money.
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Hello, and welcome to Simple, but Not Easy, where we turn complicated financial developments into actionable ideas. This is a podcast from Morningstar’s Wealth Group, where we equip financial advisors with our best ideas to remove friction and help clients achieve goals.
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A unicorn is a magical creature shrouded in mystery known for its ability to make the impossible possible. In modern times, the word “unicorn” has come to mean something intrinsically valuable and difficult to obtain, whether that be a business with a $1 billion dollar valuation, or the love of a special someone. On Zero to Unicorn, we’ll hear directly from the Kaeding family as they recount their history of founding and operating Norhart, a unicorn-level business in the construction industr ...
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Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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In this episode of the Wealth Management Invest podcast, host David Bodamer sits down with Bob Long, CEO and partner of StepStone Private Wealth, to explore StepStone’s approach to developing private market investments for the wealth channel. Long discusses why Stepstone has opted for evergreen funds—semi-liquid, continuously invested structures ra…
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Charitable giving delivers two big benefits to benefactors: it can help transfer wealth efficiently and solidify a commitment to social responsibility.
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This week, Bruce is opening the show to listener questions.
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Principles-Based Investing, Industry Trends, and Getting to Know Morningstar Wealth CIO, Philip Straehl
31:53
Welcome back to Simple But Not Easy. We hope you had an enjoyable summer and are ready to finish the year on a high note. In today's episode, we're excited to dive deep into the world of investing, market strategies, and the future of wealth management. We'll start by getting to know Philip Straehl, Morningstar's new Chief Investment Officer of the…
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David Bodamer of WealthManagement.com sits down with Mike Scarsciotti, SVP and Head of Investment Specialists at Fidelity Investments, to discuss the changing dynamics of portfolio construction. Fidelity draws insights from analyzing 12,000 portfolios. Their conversation covers significant trends, including the growing popularity of ETFs, the resur…
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For most Americans, retirement feels out of reach, according to our most recent survey.
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David Bodamer sits down with Joan Solotar, Global Head of Private Wealth Solutions at Blackstone, to explore the evolution of private market investments and how financial advisors can leverage these opportunities to enhance their clients’ portfolios. Joan discusses how technology and innovation are reshaping investment processes, making it easier f…
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Summary Francesco Lombardo helps wealthy families build deeper, more meaningful connections by addressing emotional challenges. He emphasizes the importance of safe space, respect, trust, and vulnerability in conversations. Lombardo believes that many conflicts within families stem from unresolved emotional issues rather than the specific topic of …
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Real wealth is not just financial. It is leading an enriched life based on your core values. After all, there are only five things you can do with money.
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Cyber scams aren’t anything new, but they are getting worse — and more sophisticated.
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Summary Rachel Romer, the founder of Guild, discusses the company's mission to unlock opportunities for the American workforce through education, skilling, and career mobility. She shares insights on the challenges and successes of building the company, including fundraising, leadership, and company culture. The conversation also delves into the im…
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Today’s show is an Ask Bruce Anything show covering anything having to do with your money.
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Tim Insko is a Portfolio Manager at Wealth Enhancement Group and part of a team that offers comprehensive financial planning and that is committed to forming long-term relationships with clients.
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Summary Financial freedom is attainable through planning and creating multiple streams of income. The concept of 'freedom day' is about reaching a point where work becomes optional. Jeff Kikel shares his expertise in achieving financial freedom and introduces the 5 by 10 technique. This technique involves creating five revenue streams that generate…
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Big Tech is driving a big part of the stock market in 2024. Time to jump in or be cautious?
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As we get older and our time horizon gets shorter it is common and usually appropriate to want to reduce risk. How should investors do it? What are the options or ways that we coach our clients on reducing investment risk?
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Summary Guido Meardi, CEO of V-Nova, discusses the importance of data compression in digital technology and its impact on various industries. He explains how V-Nova's compression technology enables more efficient use of data, leading to better quality and cost savings. Meardi also shares the exciting future of volumetric movies and immersive entert…
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How will major tax changes for 2026 affect you?
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Wealth Management INVEST: Assessing Active ETFs, Live from the Morningstar Investor Conference with Jack Shannon
43:28
David Bodamer speaks with Jack Shannon, a senior analyst on Morningstar’s manager research team, in an episode recorded in front of a live audience at the Morningstar Investor Conference. They delve into the distinctions between active and passive ETFs, highlighting the nuances in their management and trading and whether active ETFs deliver on thei…
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Financial independence can give you more control over your time and more freedom to choose how to spend it.
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Summary Referrals can supercharge a business and lead to more customers and increased revenue. Brandon Barnum, author of 'Raving Referrals,' shares his expertise on building a referral engine. He emphasizes the importance of thanking and updating the people who give referrals, as well as creating strategic alliances with others who serve your targe…
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A special live episode from the Morningstar Investment Conference. Two of Morningstar Wealth’s investment leaders—Matt Wacher and Ricky Williamson—joined the show to help us dig into what’s already happened this year and where we may be headed. The topics covered included:• The Fed and where rates may be headed• Further discussion on fixed-income• …
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Financial wellness balances the desire for financial security and freedom of choice, looking at both through the lenses of the present and the future.
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This week, Bruce and Peg are opening the show to listener questions.
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Summary Justin Donald shares his journey from making mistakes early in his investment and entrepreneurship career to becoming a successful entrepreneur and investor. He emphasizes the importance of learning from mistakes and developing systems and processes to scale a business. Justin also discusses the mindset shift he had to make to prioritize hi…
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529 college savings plans can be one of the best ways to save for college. And they offer more choices and flexibility than they ever have before.
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Summary In this conversation, Mike Kaeding interviews JCron, the former partner and president of Kajabi, a knowledge commerce platform. JCron shares his journey from bankruptcy to building a $2 billion enterprise. He emphasizes the importance of authenticity and human connection in the digital age. He also discusses the power of being broke and the…
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By having direct access to Wealth Enhancement Group Roundtable™, you can benefit from a customized investment portfolio and a suite of “whole-life” planning strategies.
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WealthManagement.com’s David Bodamer speaks with Jake Miller, Co-Founder and Chief Solutions Officer at Opto Investments, about the evolving landscape of private markets and how RIAs can leverage new strategies to benefit their clients. They touch on the opportunities and challenges within private equity, private credit, infrastructure, and real es…
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Having the right team in place is critical for preserving and growing your wealth. You don’t have to do it alone.
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Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a requi…
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Summary Crafting a compelling message is essential for conveying your dream to others. It requires understanding the needs of your audience and packaging your ideas in a way that resonates with them. Danny Brassel, an expert in crafting messages, shares valuable insights on how to create impactful introductions, make the customer the hero, establis…
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A Conversation with American College of Financial Services Researchers Kaylee Ranck & Eric Ludwig
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This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including possible loss of principal.
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Summary Building a personal brand is key to achieving success and making connections. It involves showcasing your expertise, sharing your story, and being authentic. Steps to building a personal brand include identifying your subject matter expertise, developing thought leadership, sharing your passions and values, highlighting what makes you diffe…
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WealthManagement.com’s David Bodamer sits down with Doug Huber, Vice President of Investment Strategy at Wealth Enhancement Group, to delve into how the RIA approaches private market strategies amid the ongoing evolution of alternative investments. Doug focuses on: What is the trend of democratization in alternative investments and increased invest…
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Working with an experienced and knowledgeable financial advisor has changed dramatically over the past 30 years.
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Summary Nicky Billou shares insights on how to earn $30,000 in 30 days by having the right mindset and focusing on serving people. He emphasizes the importance of caring about people and solving acute problems for them. Nicky also highlights the need to think like a business person and not just focus on the technical aspects of a skill. He advises …
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