Loading
Episode
The Long View: Tom Idzorek and Paul Kaplan - How to Make Lifetime Financial Advice Work for Clients
Views
2K
0.2× the show's usual
Length
50m
usual ~47m
From the show
Description
Two leading researchers on human capital, tailoring the right asset allocation, and more.
Covered · Topics
What was discussed
Mentioned
Names dropped in conversation
Related
More with these guests
Related
Talks about similar things
Dr. Paul Kaplan: A Financial Plan For Your Entire Life | Rational Reminder 417
The Rational Reminder PodcastJul 9, 2026
89% similar
13K views
The Long View: Tom Idzorek - Exploring the Role of Human & Financial Capital in Retirement Planning
Morningstar, Inc.Jun 8, 2022
87% similar
2K views
Ben Mathew: The Lifecycle Model vs. Safe Withdrawal Rates (SWR) | Rational Reminder 340
The Rational Reminder PodcastJan 16, 2025
87% similar
18K views
The Long View: Paul Merriman - ‘This Is Not Just a Problem with Retail Amateur Investors’
Morningstar, Inc.Mar 31, 2021
87% similar
4K views
Jean-Pierre Aubry: The State of Retirement Research | Rational Reminder 419
The Rational Reminder PodcastJul 23, 2026
84% similar
7K views
Victor Haghani and James White: The Missing Billionaires | Rational Reminder 270
The Rational Reminder PodcastSep 14, 2023
86% similar
16K views