WEALTHTRACK

Latest Episodes:

Decades of dynamic market investing with veteran portfolio manager & strategist Bob Doll. Nov 07, 2024

Show notes

Part 2 of 2 Veteran portfolio manager and strategist Bob Doll reflects on what’s changed and what still works in the rapidly changing markets of his forty-plus-year career.

WEALTHTRACK #2119 broadcast on November 08, 2024

Investing in a “High Risk, Momentum-Driven Bull Market” With Veteran Strategist Bob Doll Nov 01, 2024

Show notes

Part 1 of 2 Veteran strategist and fund manager Bob Doll on investing in what he calls a “high-risk, momentum-driven bull market.” WEALTHTRACK #2118 broadcast on November 01, 2024

Key Financial Lessons on How to Retire From Morningstar’s Personal Finance Guru, Christine Benz Oct 17, 2024

Show notes

Part 2 of our “How to Retire” interview with Christine Benz, Morningstar’s personal finance and retirement guru, focuses on key financial lessons after discussing the important non-financial aspects in part 1. WEALTHTRACK episode 2116 broadcast on October 18, 2024 More info:

Retirement Guru Christine Benz Addresses Key Non-Financial Aspects of Retirement Planning Oct 10, 2024

Show notes

Morningstar’s retirement guru Christine Benz discusses the often overlooked non-financial aspects of retirement planning in part 1 of our interview on her new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.

WEALTHTRACK episode 2115 broadcast on October 11, 2024

More info:

The Biggest Disruptions to Global Economies & Markets in Decades: Abby Joseph Cohen Oct 03, 2024

Show notes

Part 2 of 2

Financial thought leader Abby Joseph Cohen reflects on the disruptive events of the past 20 years that have had the biggest impact on the global economy and financial markets. WEALTHTRACK episode 2114 broadcast on October 04, 2024 More Info:

Abby Joseph Cohen’s Outlook for Economy and Markets Sep 27, 2024

Show notes

Part 1 of 2 Abby Joseph Cohen once moved markets as Goldman Sachs U.S. Investment Strategist. She now shares her economic and financial wisdom with business school students at Barron’s annual roundtable. WEALTHTRACK episode 2113 broadcast on September 27, 2024 More info: https://wealthtrack.com/legendary-strategist-outlook/

Whitney Tilson on lessons learned from knowing Warren Buffett, Charlie Munger & Bill Ackman Sep 11, 2024

Show notes

Former fund manager turned financial journalist Whitney Tilson shares lessons learned from knowing and studying great investors Warren Buffett, Charlie Munger and Bill Ackman.

WEALTHTRACK episode 2111, broadcast on Sept. 13, 2024

Terminal cancer was not part of Jonathan Clements’ financial plan. He shares his lessons learned. Sep 05, 2024

Show notes

Personal finance master Jonathan Clements is turning his recent terminal cancer diagnosis into an important teaching opportunity on money and life.

WEALTHTRACK episode 2110 broadcast on September 6, 2024

Legendary global investor Bill Wilby exclusively shares his current retirement portfolio strategy Aug 29, 2024

Show notes

Outstanding global investor Bill Wilby retired in 2007 just before the Global Financial Crisis but he actively manages his retirement portfolio the old fashioned way by picking stocks. He shares his current strategy exclusively with WEALTHTRACK.

WEALTHTRACK episode 2109 broadcast on August 30, 2024