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.
The Most Powerful Investing Tool You Aren’t Using | Four Lessons from Michael Mauboussin
Two Quants and a Financial PlannerNovember 08, 202500:46:53

The Most Powerful Investing Tool You Aren’t Using | Four Lessons from Michael Mauboussin

The Full Michael Mauboussin Book Chapter https://excessreturnspod.substack.com/p/michael-mauboussin-the-benefits-of In this episode, we kick off our book project, "The Most Important Investing Lesson:...

It’s Harder Than Surviving a Crash | Chris Mayer on the Practical Lessons of 100-Baggers
Two Quants and a Financial PlannerAugust 11, 202500:54:44

It’s Harder Than Surviving a Crash | Chris Mayer on the Practical Lessons of 100-Baggers

In this special episode, Matt Zeigler and Bogumil Baranowski take you on a deep-dive mixtape journey through the best moments from their past three years of conversations with author and investor Chri...

The Fourth Turning is Here. But Most Investors Miss What It Means | Practical Lessons from Neil Howe

The Fourth Turning is Here. But Most Investors Miss What It Means | Practical Lessons from Neil Howe

Our full interview with Neil https://youtu.be/HOub3bmUGV4 In this episode, Matt Zeigler and Dave Nadig dive deep into the most popular episode on the Excess Returns channel to date: our interview with...

The Colossal Mistake | The Danger of Narrow Markets — Practical Lessons from Richard Bernstein

The Colossal Mistake | The Danger of Narrow Markets — Practical Lessons from Richard Bernstein

In this episode of Excess Returns, Jack and Matt break down the timeless investing wisdom shared by legendary strategist Richard Bernstein. Drawing on decades of experience, including his time as Merr...