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.
Practical Lessons from Jim Paulsen
Two Quants and a Financial PlannerFebruary 10, 202501:05:58

Practical Lessons from Jim Paulsen

In this episode, Matt and Jack break down key insights from our interview with market strategist Jim Paulsen. Paulsen offers unique perspectives on how markets have evolved over his 40-year career, fr...

Practical Lessons from Jason Buck | The Benefits of an All-Weather Investment Strategy
Two Quants and a Financial PlannerFebruary 03, 202500:48:58

Practical Lessons from Jason Buck | The Benefits of an All-Weather Investment Strategy

In this episode, Jack and Matt dive deep into their conversation with Jason Buck about building truly robust investment portfolios that can withstand any market environment. Moving beyond the typical ...

Practical Lessons from Ed Yardeni
Two Quants and a Financial PlannerJanuary 27, 202500:52:23

Practical Lessons from Ed Yardeni

In this deep-dive conversation, Jack Forehand and Matt Zeigler break down key insights from their interview with Dr. Ed Yardeni, one of Wall Street's most respected market strategists. The discussion ...

Practical Lessons from Cliff Asness
Two Quants and a Financial PlannerJanuary 20, 202500:58:09

Practical Lessons from Cliff Asness

In this episode, Jack Forehand and Matt Zeigler discuss their fascinating interview with AQR founder Cliff Asness. They explore several key topics from their conversation, including: Cliff's humorous ...