Christine Benz: Practical Retirement Planning from Morningstar's Top Expert
This special two-part session opens with Paul Merriman solo — paying tribute to Tim Ranzetta of Next Generation Personal Finance, sharing the latest numbers on state-mandated financial literacy, and walking through Daryl Bahls' quilt charts to show annual earnings invested in the S&P 500, large-cap…
Bill Bernstein: 50 Years of Investing Wisdom
In this interview from the 2026 Bainbridge Community Foundation Annual Financial Education Series, Paul sits down with Bill Bernstein — neurologist, financial historian, and author of The Four Pillars of Investing and If You Can — for a wide-ranging conversation drawn from 50-plus years of investin…
Mike Piper- Bainbridge Financial Literacy Series 2026
In Session 3 of the 2026 Bainbridge Community Foundation Spring Financial Education Series, Paul sits down with Mike Piper — CPA, Personal Financial Specialist, and the voice behind the Oblivious Investor blog and the free Open Social Security calculator — for one of the warmest, most practical con…
Risk & Reward: Stress Testing the Long Term Buy and Hold Strategy | Ben Carlson | 225
What if the biggest risk in your portfolio isn't a crash, a recession, or even inflation, but the very human urge to believe that whatever just worked will work forever? Bill and Jackie sit down with Ben Carlson of A Wealth of Common Sense and Animal Spirits for a market-history masterclass that so…
More Bonds, James, Bonds: Rethinking Your BND Strategy (Part 2) | Frank Vasquez | Episode 230
This is Part 2 of a 2-part Episode. Be sure to catch Part 1 that aired last week (August 2nd).
What if the safest-looking retirement portfolio is actually protecting you from the wrong disaster? In part two of Bill's bond marathon with Frank Vasquez, the conversation moves from Bond 101 into the q…
80 Years of Financial Knowledge in 53 Minutes | #422 (Bill Bernstein)
In this episode, we welcome back William Bernstein to discuss the final book of his longtime friend Jonathan Clements, Money and Me. Bill reflects on Jonathan's ideas about spending, happiness, retirement, investing, inheritance, and the psychology of financial decision-making, while sharing person…
Ben Carlson on Inflation, Investing, and Why Less Is More
Ben Carlson, CFA, author of Risk & Reward, joins the podcast to discuss why successful investing is often less about finding the perfect strategy and more about keeping things simple and sticking with a plan. We discuss the challenges of private equity, bonds and TIPS, inflation hedges, investor be…
Bill Bernstein | EP103 | Coffee with Creators
🔘 Photographer: Bill Bernstein
Bill Bernstein is a New York-based photographer whose career spans more than five decades. Beginning at The Village Voice, he created an enduring photographic record of New York's late-1970s nightlife, documenting communities and dance floors at Studio 54, Paradise Ga…
The Inside Story About Diversification
Harry Markowitz called diversification "the only free lunch in finance." In this session, part of Paul's series for Next Gen Personal Finance educators, Paul Merriman explains what that means in practice, and why a well-diversified portfolio can help investors stay the course through good markets a…
The Real Risk
How can investors separate the signal from the noise? What’s the key to achieving financial freedom? And what’s the real risk investors face?Motley Fool analyst Buck Hartzell and contributor Rich Lumelleau talk with financial theorist and neurologist Bill Bernstein, author of numerous books, includ…
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