
Two Quants and a Financial Planner bridges the worlds of investing and financial planning to help investors achieve their long-term goals. Join Matt Zeigler, Jack Forehand and Justin Carbonneau as they cover a wide range of investing and financial planning topics that impact all of us and discuss how we can apply them in the real world to achieve the best outcomes in our financial lives.
| Publishes | Monthly | Episodes | 126 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

In this episode of Two Quants and a Financial Planner, Jack Forehand and Matt Zeigler highlight the most important investing insights from recent conversations across the Excess Returns podcast network. Drawing on discussions with Andy Constan, Rob A... more
In this episode, we explore one of the most important but overlooked questions in investing: what is the purpose of your portfolio? Through a series of powerful clips and reflections from Aswath Damodaran, Meb Faber, Ben Hunt, Cullen Roche, Corey Hof... more
In this episode, we discuss our biggest lessons from our interview with Bill Bengen, the creator of the 4 percent rule, and are joined by special guest Ben Tuscai.
We explore how one of the most widely cited ideas in retirement planning was develope... more
In this episode, we kick off our book project, "The Most Important Investing Lesson: What the World’s Best Investors Would Teach You", with a deep dive into the ideas of Michael Mauboussin. We explore his most enduring lessons—concepts that have resh... more
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This show is so informative! Great info as well as fun banter with the hosts and guests. Definitely worth checking out. I really enjoyed the episode, Understanding the Business of Franchising, with FranNet expert, Ben Terrill. Understanding the pros and cons of stepping into the entrepreneurial game as well as learning Ben's strategize for finding the exact franchise for potential owners... Great conversation. Keep up the good work, Jack, Justin, and Matt!
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Apple Podcasts | #161 |
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Focused on investing and financial planning, content aims to equip listeners with practical insights that can enhance their financial strategies. With a mix of expert opinions and discussions on real-world applications, a recurring theme is the exploration of established principles in investing, such as the 4% withdrawal rule, expectations investing, and market psychology. Additionally, the podcast dives into current economic trends and their implications for personal finance. There's a strong emphasis on educating audiences to make informed decisions about investments, ultimately aligning with the goal of achieving sustainable financial success.
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1. The Long View
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5. The Memo by Howard Marks
Two Quants and a Financial Planner launched 3 years ago and published 126 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Two Quants and a Financial Planner include:
1. Bill Bengen
2. Ben Tuscai
3. Chris Mayer
4. Bogumil Baranowski
5. John Candeto
6. Ted Merz
7. Eric Markowitz
8. Adam Mead
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