{"podcast":{"title":"Two Quants and a Financial Planner","slug":"two-quants-and-a-financial-planner-6020642","podcast_index_feed_id":6020642,"rss_url":"https://anchor.fm/s/d9f6e850/podcast/rss","website_url":"https://excessreturnspod.com","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/36468372/36468372-1743436197707-44e8cf3ef5035.jpg","author":"Excess Returns","episode_count":145,"summary":"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.","last_synced_at":"2026-07-20T22:20:02.766400+00:00","page_url":"https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642"},"episode":{"title":"The Question No One Asks | What Great Investors Taught Us About Portfolio and Purpose","slug":"the-question-no-one-asks-what-great-investors-taught-us-about-portfolio-and-purpose","published_at":"2026-02-23T15:57:56+00:00","page_url":"https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/the-question-no-one-asks-what-great-investors-taught-us-about-portfolio-and-purpose","show_page_url":"https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642","url":"https://podcasters.spotify.com/pod/show/education-financial-plan/episodes/The-Question-No-One-Asks--What-Great-Investors-Taught-Us-About-Portfolio-and-Purpose-e3fg6f1","audio_url":"https://anchor.fm/s/d9f6e850/podcast/play/115922849/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-1-23%2F418660069-44100-2-e36428ed5e30d.mp3","summary":"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 Hoffstein, Daniel Crosby, Larry Swedroe, and Wes Gray, we examine how goals like financial freedom, funded contentment, liability driven investing, retirement planning, and multi generational wealth shape the way we invest. This conversation goes beyond beating the market and focuses on preserving and growing wealth, reducing financial stress, aligning money with meaning, and defining what a life well lived truly looks like. Topics covered include: Why the end game of investing matters more than beating the market Preserving and growing wealth vs trying to get rich Freedom as the ultimate goal of financial independence Funded contentment and what it means to live a life well lived Liability driven investing and matching assets to future needs The difference between getting rich and staying rich Needs vs desires and understanding marginal utility of wealth Retirement planning and redefining success beyond a number Multi generational wealth and thinking beyond your own lifetime The psychological impact of growing up with or without money Financial freedom, stress reduction, and peace of mind Tactical financial goals vs long term purpose driven investing Education, legacy, and investing in the next generation Why once you win the game you may not need to keep playing Timestamps: 00:00 Aswath Damodaran on preserving and growing wealth 10:04 Meb Faber on freedom, contentment, and the hedonic treadmill 22:36 Ben Hunt on funded contentment and finding your pack 28:23 Cullen Roche on risk as uncertainty of consumption 33:25 Corey Hoff…","meta_description":"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 po…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4102,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/two-quants-and-a-financial-planner-6020642/episodes/the-question-no-one-asks-what-great-investors-taught-us-about-portfolio-and-purpose/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/two-quants-and-a-financial-planner-6020642/the-question-no-one-asks-what-great-investors-taught-us-about-portfolio-and-purpose.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}