Two Quants and a Financial Planner
Bridging the Worlds of Investing and Financial Planning
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 Retirement Rule No One Gets Right | Practical Lessons from Bill Bengen
In this episode, we discuss our biggest lessons from our interview with Bill Bengen, the creator of the 4 percent rule, and are joined by special guest Ben Tuscai. We explore how one of the most widel...
The Most Underutilized Concept in Investing | Four Lessons from Michael Mauboussin
In this episode, we kick off our book project, "The Most Important Investing Lesson: What the World’s Best Investors Would Teach You", with a deep dive into the ideas of Michael Mauboussin. We explore...
How to Avoid Selling Your Next 100-Bagger | Practical Lessons from Chris Mayer
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 It Isn’t What You Think | Practical Lessons from Neil Howe
In this episode, Matt Zeigler and Dave Nadig revisit one of the most popular interviews on Excess Returns—our deep-dive conversation with Neil Howe, co-author of The Fourth Turning . But instead of le...