# Paul Kaplan

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Thomas Idzorek & Paul Kaplan on Lifetime Financial Advice

Thomas M. Idzorek, CFA, is chief investment officer, retirement, for Morningstar Investment Management LLC. He also serves as a member of Morningstar's 401(k) committee, Public Policy Council, Global Investment Committee, U.S. Investment Policy Committee, the editorial board of Morningstar magazine…

Tom Idzorek and Paul Kaplan: How to Make Lifetime Financial Advice Work for Clients

Our guests this week are Tom Idzorek and Paul Kaplan. This is Tom’s second appearance as a guest and Paul’s first. Tom is chief investment officer of retirement for Morningstar Investment Management. He also serves as a member of Morningstar’s 401(k) Committee, Public Policy Council, Global Investm…

Paul and Elissa Kaplan

Elissa and Paul Kaplan grew individually and as a couple. Whether living in New Jersey, Pennsylvania, South Carolina or learning about pottery in Japan, the Kaplans embraced Judaism in deeper and more meaningful ways. Now, their children are teaching them halacha. This is their story.   To receive …

Life Insurance 101: Simplifying the Essentials with Insurance Guru Paul Kaplan

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Welcome to another episode of the Up 2 Speed podcast, where we bring valuable insights from industry experts. In this episode, hosts Elliott and Mick Strickler are joined by Paul Kaplan from Back Nine Insurance to discuss everything about life insurance. This conversation provides a comprehensive o…

Tom Idzorek & Paul Kaplan on Lifetime Financial Advice: Part Four

In this episode, Tom & Paul join host Lotta Moberg for the fourth time to finish their conversation covering how life-cycle finance provides a practical, integrated three-stage model for financial planning that not only embraces life-cycle finance but also integrates it with single-period optimizat…

Episode 39: Paul Kaplan

Paul Kaplan performs his songs and discusses songwriting with host, Dan Russell. 

Against the Carceral-Entertainment Complex

What happens when entertainment joins forces with law enforcement? Who gets hurt, and who--or what--evades accountability?  In Episode 3 of Unmaking the Prison Image, host Pooja Rangan is joined by filmmaker Davit Osit, critical criminologist Michelle Brown, and formerly incarcerated policy advoca…

Safe Withdrawal Rates for Retirement in 2026

Morningstar lowered the safe withdrawal rate to 3.9%. Learn how the utilization of a static rate may not actually be optimal. Get your Modern Confidence Score here: yourconfidencescore.com Meet with us: https://bit.ly/4o42NHY Education center: https://bit.ly/4uy9KmB Retirement Plan Checklist: R…

A Financial Plan For Your Entire Life | #417 (Dr. Paul Kaplan)

In this episode, we are joined by Dr. Paul Kaplan, economist, CFA charterholder, former Director of Research at Morningstar Canada, and co-author of Lifetime Financial Advice, for a fascinating exploration of life cycle finance. Drawing on decades of research in economics, portfolio construction, a…

Paul Levinson interviews Paul Kaplan about The Thingy That's Stringy

Welcome to Light On Light Through episode 422, in which I interview Paul Kaplan about his book of poetry for people of all ages, The Thingy That's Stringy. Relevant links: get The Thingy That's Stringy here my review of The Thingy That's Stringy here or here