Shows
Un libro al díaLifetime Financial Advice - Thomas M Idzorek, Paul D KaplanEste libro presenta un marco exhaustivo y práctico para la planificación financiera de por vida, integrando la teoría económica con soluciones accionables para inversores y profesionales. Los autores proponen un enfoque multinivel en tres etapas diseñado para optimizar las decisiones financieras a lo largo de todas las fases de la vida.El sistema se divide en tres componentes clave:• Modelo "Padre" (Ciclo de Vida): Establece un plan maestro para el ahorro, consumo y legados, reconociendo que el capital humano (el valor de los ingresos futuros) es a menudo el activo más val...
2026-01-0713 min
Animales Financieros148 - Cómo asesorar a dos millones de personasAlerta de capitulazo. Entrevistamos a Thomas Idzorek, jefe de inversiones del área de retiros de Morningstar, y una de las personas más influyentes en cómo vemos el mundo de la planificación financiera.Hablamos del rol de un asesor, qué hacer más allá de recomendar un portafolio, cómo impactará la IA en las asesorías, y muchísimo más.Doblamos la entrevista al español usando ElevenLabs, pero pueden escuchar la original en el siguiente link (pueden ponerle subtítulos).Link Entrevista Original en In...
2025-06-0354 min
The Blunt DollarThomas Idzorek: How to Future-Proof Your Money in the Age of UncertaintyIn this episode of The Blunt Dollar, we sit down with Tom Idzorek, CFA, Chief Investment Officer for Retirement at Morningstar and one of the most influential voices in modern financial planning. With a career spanning decades and awards like the Graham and Dodd Award of Excellence under his belt, Tom has consistently pushed the boundaries of how we think about portfolio theory, human capital, and retirement planning.We dive into his co-authored book, Lifetime Financial Advice, and discuss why human capital is an investor’s most overlooked asset—and how incorporating it can drastically change your inve...
2025-05-061h 06
The Long ViewLarry Siegel: ‘The Humblest Thing an Investor Can Do Is Buy Index Funds’Our guest this week is Larry Siegel. He is the Gary P. Brinson director of research at the CFA Institute Research Foundation. Prior to that, he was director of research for the Ford Foundation's investment division for 15 years. Siegel began his career at Ibbotson Associates in 1979. He specializes in asset management and investment consulting and has served on various boards as both an advisor and a director. He has also served on the editorial board of the Financial Analysts Journal and currently serves on the editorial board of The Journal of Portfolio Management and TheJournal of Investing. Siegel is...
2022-07-1948 minThe Long ViewTom Idzorek: Exploring the Role of Human and Financial Capital in Retirement PlanningTom Idzorek Show NotesOur guest this week is Tom Idzorek. Tom is chief investment officer, retirement, for Morningstar Investment Management, which is Morningstar's affiliated asset-management arm. Previously, Tom was president of Morningstar Investment Management and before that was a leading researcher at Ibbotson Associates. Tom has collaborated on a number of influential academic studies on topics including asset allocation, the liquidity of stocks, and the role of popularity and security prices. Tom serves on the editorial board of the CFA Institute's Financial Analysts Journal. He received his bachelor's degree from Arizona State University and his MBA...
2022-06-0752 min
CFA Society ChicagoWhat is the Connection Between Economic Growth & Equity Returns?CFA Society Chicago member Lotta Moberg, CFA, chats with Roger Ibbotson, Professor at Yale School of Management on his article "The Long-Run Drivers of Stock Returns: Total Payouts and the Real Economy", which was co-authored with Philip U. Straehl and published in the Financial Analysts Journal. Connect with Lotta on LinkedIn https://www.linkedin.com/in/lotta-moberg-4a856b25/ Connect with Roger on LinkedIn https://www.linkedin.com/in/roger-ibbotson-00160a2/ Articles discussed: Philip U. Straehl and Roger G. Ibbotson, "The Long-Run Drivers of Stock Returns: Total Payouts and the Real Economy,"...
2021-12-0239 min
Masters in BusinessRoger Ibbotson Discusses the History of Finance (Podcast)Bloomberg Opinion columnist Barry Ritholtz interviews Roger Ibbotson, a professor emeritus of finance at Yale University who serves as chairman and chief investment officer at Zebra Capital Management LLC. He was also the founder and chairman of Ibbotson Associates (now a Morningstar company) and executive director of the Center for Research in Security Prices, which helped transform finance into a field of empirical study. His latest book, “Popularity: A Bridge Between Classical and Behavioral Finance,” co-authored with Thomas M. Idzorek, Paul D. Kaplan and James X. Xiong, was published in January.See omnystudio.com/listener for privacy info...
2019-03-221h 23
Enterprising InvestorThe Good, the Bad, the Ugly of Target-Date Retirement FundsIn episode #148, Thomas M. Idzorek, CFA, discusses the problems associated with benchmarking these instruments and outlines a glide path stability score. Although target-date retirement funds are a ubiquitous retirement planning tool, their glide paths vary considerably from one provider to the next. Moreover, the glide paths themselves tend to change over time.
2012-04-1809 min