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Wealthtrack Episodes

MEETING OF THE MINDS

NEW THIS WEEK: Two WEALTHTRACK guests, whom we have designated as both Great Investors and Financial Thought Leaders over the years had a spirited discussion at this year’s Morningstar Investment Conference which we are sharing with you during this pledge week on public television.

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RETIREMENT SECURITY

There is a growing retirement crisis in this country. An estimated 10,000 baby boomers a day are retiring and many of them are woefully unprepared to support themselves in retirement. Social Security, a primary source of retirement income for a majority of senior citizens is on shaky financial footing. The program is now projected to spend more than it earns by the end of the decade and unless significant changes are made will be depleted by 2034.

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ELLIS: INDEX REVOLUTION

An exclusive interview with Financial Thought Leader, consultant and author Charles Ellis on why investing in low cost, passive index funds, not actively managed ones is the best choice for most individual investors.

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CUCCHIARO: POWERFUL INVESTMENT MIX

3EDGE Asset Management’s Founder, Stephen Cucchiaro explains how he combines mathematics, technology, behavioral finance and game theory to obtain above average investment results.
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HALLETT: GLOBAL SEARCH FOR GROWTH

A rare interview with early global growth investor, Simon Hallett, Chief Investment Officer of Harding Loevner, manager of five highly-rated mutual funds.
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CLEMENTS & JAKAB: RETHINKING MONEY

All about money. How to think about if, spend it, invest it wisely and avoid losing it with Jonathan Clements, award winning author of How to Think About Money and Spencer Jakab, columnist and editor at The Wall Street Journal and author of Heads I Win, Tails I Win.

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