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.

Two Quants and a Financial PlannerDecember 09, 202400:58:07

10 Great Investors Share Their Most Important Lesson

We ask one question at the end of each of our episodes: Based on your experience in markets, if you could teach one lesson to your average investor, what would it be? In this episode, we discuss our f...

Two Quants and a Financial PlannerDecember 02, 202400:48:59

Practical Lessons from Ben Carlson

In this episode of Two Quants and a Financial Planner, we explore the timeless investing wisdom of Ben Carlson. We break down several crucial investing concepts, including why investors shouldn't blin...

Two Quants and a Financial PlannerNovember 25, 202401:04:17

What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig

In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig. This episode explores how passive investing has transform...

Two Quants and a Financial PlannerNovember 18, 202400:57:22

Our Six Most Controversial Takes from 2024 | Excess Returns

In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we've heard on Excess Returns in 2024. From Aswath Damodaran's spicy thoughts on the...