In this episode, host James Whelan is joined by Lukasz de Pourbaix from Fidelity, and Morningstar’s Matt Wacher, to discuss all things Longevity Risk. As life expectancies continue to climb, retirees must contemplate funding a retirement into their 90s and beyond. Fear of Running Out is real. Our experts discuss the portfolio construction implications for retirees, both in the current ‘higher for longer’ environment, and over the longer term. Strategies such as bucketing and rebalancing are explored, as are wealth transfer considerations.
Morningstar: Empowering Investor Success.
Our research highlights strategies you can implement now into your practice to combat longevity risk.
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Investment Podcast #13 – Residential Real Estate
In this episode, Jessica Ellerm from HOPE Housing & Bianca Rose from Morningstar join host James Whelan to …
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Investment Podcast #12 – Longevity Risk
In this episode, host James Whelan is joined by Lukasz de Pourbaix from Fidelity, and Morningstar’s Matt Wacher, …
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Investment Podcast #11 – Active ETFs
This episode sees host James Whelan joined by Morningstar’s Matt Wacher and Macquarie ETF Investment Strategist Blair Hannon, …
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Investment Podcast #10 – Private Credit
With re-entering fixed income markets a key focus for many investors, most of the activity – and knowledge …
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Investment Podcast #9 – Fixed Income: Inefficiencies and Duration
In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, …
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Investment Podcast #8 – Contrarian Investing
In this episode, host James Whelan takes a deep dive into contrarian investing, along with guests Ben Preston …
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Investment Podcast #7 – Navigating Portfolios Through Cycles
In this episode, our host James Whelan sets out with Jody Fitzgerald of Morningstar and David Macri of …
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Investment Podcast #6 – Bonds
MHost James Whelan is joined by PIMCO’s Robert Mead and Morningstar’s James Foot to answer the big advisor …
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Investment Podcast #5 – Investment Committees
Mason Stevens’ CIO Jacqui Fernley joins Jody Fitzgerald from Morningstar and host James Whelan to take a practical …
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Investment Podcast #4 – Small Caps
In this episode, host James Whelan is joined by Jody Fitzgerald of Morningstar and Liam Donohue from Lennox …
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AdviceTech Podcast #93 – Weel
This week, Pat talks with Cale Bulgin, Sales Director at Weel. They explore the features and benefits of …
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454 Rebecca Pritchard
Rebecca is the Senior Financial Planner at Rising Tide Financial Services. She and James chat about her experience …
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Engine Room Podcast #42 – Shail Singh
Shail is the Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority. He and Andrew …
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AdviceTech Podcast #92 – Claras.ai
This week, Pat talks with Stuart Riddle, Managing Director at Knkt Interactive, the creators of Claras.ai, an AI-powered …
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#453 Ryan King
Ryan is the Director at Three Kings Wealth Management. Ryan also has a number of ventures outside of …
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Engine Room Podcast #41 – Mark Chan
Mark is the Founder of Avondale Wealth Management. He and Andrew explore his journey from his accidental entry …
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AdviceTech Podcast #91 – Scale Up Paraplanning
This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how …
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Engine Room Podcast #40 – Luke Roberts
Luke is the Director and a Private Client Adviser at UNICA Wealth. He and Andrew chat about how …
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AdviceTech Podcast #90 – Bonjoro
This week, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can …
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#452 Rachael Holder
Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising …