Two Quants and a Financial Planner

Two Quants and a Financial Planner

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.
20,000 Watched in Silence. Then Buffett Dropped the Bombshell. | What It Means for Berkshire

20,000 Watched in Silence. Then Buffett Dropped the Bombshell. | What It Means for Berkshire

In this special episode of Excess Returns, Matt Zeigler is joined by Bogumil Baranowski to reflect on one of the most emotional and historic moments in financial history: Warren Buffett’s surprise ann...

The Passive Distortion: What it Means for Investors | Practical Lessons from Mike Green

The Passive Distortion: What it Means for Investors | Practical Lessons from Mike Green

In this episode of Excess Returns, we explore the profound impact of passive investing with one of the most provocative thinkers in the space—Mike Green. Mike has developed a framework that challenges...

The Hidden Retirement Risk - And How to Manage It | Practical Lessons from Wade Pfau

The Hidden Retirement Risk - And How to Manage It | Practical Lessons from Wade Pfau

In this episode of Excess Returns, we dive deep into the fundamentals of retirement planning with one of the most respected researchers in the field—Wade Pfau. Wade is known for blending rigorous acad...

The Number Go Up Regime - And What Comes After It | Practical Lessons from Ben Hunt & Grant Williams

The Number Go Up Regime - And What Comes After It | Practical Lessons from Ben Hunt & Grant Williams

In this episode, we dive deep into some of the most thought-provoking ideas from two of the most original minds in investing: Ben Hunt and Grant Williams. Through a curated selection of powerful clips...