ABOUT THIS EPISODE
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
Marlena Lee, Global Head of Investment Solutions at Dimensional Investing, shares her thoughts on applying academic research to investing in index funds. Joanne Bradford, President and Chief Money Officer at Domain Money, discusses flipping the narrative on how Americans gain access to financial advice. Tim White, Co-Founder & CGO at Wealth.com, talks about seeing a massive opportunity in estate planning. And we Drive to the Close with Dana D’Auria, Co-CIO at Envestnet.
Hosts: Carol Massar and Barry Ritholtz. Producer: Paul Brennan.
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English
United States
IN THIS EPISODE
TRANSCRIPT 🔗
00:00:02
Speaker 1: Bloomberg Audio Studios, Podcasts, radio news. This is Bloomberg business Week inside from the reporters and editors who bring you America's most trusted business magazine, plus global business, finance and tech news. The Bloomberg Business Week Podcast with Carol Messer and Tim Stenebeck from Bloomberg Radio.
00:00:27
Speaker 2: Carol Maslow, Barry Redholts. We are live here at Futureproof in Huntington Beach, California. Bloomberg Radios Lives broadcast from future Proof s…
Speaker 1: Bloomberg Audio Studios, Podcasts, radio news. This is Bloomberg business Week inside from the reporters and editors who bring you America's most trusted business magazine, plus global business, finance and tech news. The Bloomberg Business Week Podcast with Carol Messer and Tim Stenebeck from Bloomberg Radio.
00:00:27
Speaker 2: Carol Maslow, Barry Redholts. We are live here at Futureproof in Huntington Beach, California. Bloomberg Radios Lives broadcast from future Proof s…
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