Jeff Ptak

Jeff Ptak

62 Interviews

Jeff Ptak's Interviews

Jeff Ptak + Christine Benz & Bill Bernstein 11 Jul 2023 • EN

Bill Bernstein: Revisiting The Four Pillars of Investing

On today’s episode of The Long View podcast, we welcome back William Bernstein. This is Bill’s third appearance on the podcast. In fact, he was our very first guest back when we started The Long View in 2019. Bill is a neurologist turned investment advisor. He is also the author of several books, including The Intellig

46 min
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46:25
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Jeff Ptak + Christine Benz & Jeremy Schwartz 13 Jun 2023 • EN

Jeremy Schwartz: Why Stocks Are Good Inflation Hedges

Our guest this week is Jeremy Schwartz. Jeremy is global chief investment officer for WisdomTree Investments. In that role, Jeremy leads the firm’s investment team and is responsible for constructing its equity indexes, quantitative active strategies, and model portfolios. Jeremy joined WisdomTree in May 2005 and previ

50 min
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50:41
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Jeff Ptak + Christine Benz & Ramit Sethi 06 Jun 2023 • EN

Ramit Sethi: Investing Shouldn’t Be Your Identity

Today we’re welcoming back Ramit Sethi. Ramit is a personal finance expert and author. And this year, he added a new line item to his resume: TV host. His series How to Get Rich debuted on Netflix in April. It features in-depth conversations with individuals about their financial lives. Ramit’s first book, I Will Teach

54 min
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54:10
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Jeff Ptak + Christine Benz & Brad Barrett 21 Mar 2023 • EN

Brad Barrett: ‘Start With a Small Win’

Our guest on the podcast today is Brad Barrett. Brad is the co-founder of ChooseFI, which is a website focused on achieving financial independence. With Jonathan Mendonsa, Brad is co-host of a popular podcast also called ChooseFI. Brad received his bachelor’s degree in accounting from the University of Richmond and bec

56 min
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56:31
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Jeff Ptak + Christine Benz & Mark Crispin Miller 10 Jan 2023 • EN

Mark Miller: Rebooting Retirement

Today on the podcast we welcome back Mark Miller, who is an author, columnist, and a nationally recognized expert on trends in retirement and aging. His latest book is called Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. Miller’s work considers retirement holistically, including healthc

50 min
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50:10
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Christine Benz + Jeff Ptak & Roger Whitney 08 Nov 2022 • EN

Roger Whitney: ‘Retirement Planning Is Not Financial Planning’

Our guest on the podcast today is Roger Whitney. Roger hosts the popular Retirement Answer Man podcast, and he’s also the author of a book called Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future. He’s also senior financial planner at Agile Retirement Management and the cr

55 min
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55:33
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Podcasts with Jeff Ptak

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