Take the Long View

Who's in control? You are. In this episode, Matt Hall reminds listeners that they are 100% in charge of what they focus on. Plus, hear from Morgan Housel, past podcast guest and best-selling author, who shares Matt's all-time favorite personal finance story.

Legendary thinker, author, professor, and consultant in the world of behavioral finance, Meir Statman, joins Matt Hall in this episode to discuss his work and personal stories of how taking the long view has paid off.   About Meir Statman Meir Statman, the Glenn Klimek Professor of Finance at Santa Clara University, where his research focuses on how investors and managers make financial decisions and how these decisions are reflected in financial markets. Meir's work has been published widely including The Journal of Finance, Financial Analysts Journal, The Journal of Portfolio Management, The Wall Street Journal, and many other publications. Mr. Statman has received numerous awards for his research, including three Graham and Dodd Awards and the Matthew McArthur Industry Pioneer Award. Meir has written several books, including Finance for Normal People and his most recent, Behavioral Finance: The Second Generation. Dr. Statman earned his PhD from Columbia University and his BA and MBA from the Hebrew University of Jerusalem. Some of the questions Meir addresses in his research include: What are investors' wants and how can we help investors balance them? What are investors' cognitive and emotional shortcuts and how can we help them overcome cognitive and emotional errors? How are wants, shortcuts, and errors reflected in choices of saving, spending, and portfolio construction? 

Matt's daughter told him that this episode's guest is someone who can change the world. Caroline Gaynor, a highly successful business person and endurance athlete, demonstrates that satisfaction is often found when acting in the service of others. Take a moment to imagine training to complete a full Ironman triathlon (2.4 mile swim, 112 mile bike, and 26.2 mile run). Now imagine doing that same event, nearly 30 times, tethered to and leading a blind person.  Listen to this amazing conversation with Matt and Caroline now. Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

Whether you hang on every word from every episode or you prefer to “snack” on Take the Long View, give a complete listen to these “greatest hits excerpts.” Join host Matt Hall as he highlights some of the most poignant moments from recent guests. Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

Name a writer who consistently makes you laugh? Hard to do? Listen to this episode for one of Matt's favorite Wall Street Journal writers, who always brings a smile to his face, Jason Gay, sports columnist for the WSJ, joins Matt Hall in this entertaining episode. It's not all fun and games, as Jason possesses a magical talent. He has the ability to be humorous, candid, and poignant, often at the same time. As in, “Go ahead and laugh. I want you to, but pay attention to what I have to say. There's a message here!” About Jason Gay Jason Gay is The Wall Street Journal's sports columnist and a humor columnist for its Review section. Jason's the author of the 2015 bestseller “Little Victories” and has written for Vogue, GQ, Rolling Stone, and Outside. In 2016 he was named Sports Columnist of the Year by Society of Professional Journalists and was a finalist for the Thurber Prize for American Humor. Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

Professor Hershfield's research focuses on how the perception of time affects people's money behavior. The actionable takeaway? How we can make decisions that will contribute to the success of our future selves. Hershfield earned his PhD in psychology at Stanford University and is also the recipient of numerous teaching awards. He was recently named one of “The 40 Most Outstanding B-School Profs Under 40 In The World” by business education website Poets & Quants. Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

Want to know the secret mission of this podcast? After 30 episodes, host Matt Hall is ready to share the answer. Listen to this under nine-minute episode for Matt's mission and a related story that will take you back to your childhood. Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

Tammira Philippe is the embodiment of the American dream. The first in her family to go to college and now the CEO of Bridgeway Capital Management, Tammira has paved a purposeful path for herself and her organization. Enjoy this episode as Matt talks with Tammira about her journey from Channelview, Texas, to the boardroom. Hear how Matt insulted Tammira a decade ago, how Tammira believes balance is boring, and her take on the essential qualities of a leader.   More about Tammira Tammira began her career at Bridgeway in 2005. She is President and Chief Executive Officer of Bridgeway Capital Management and is a member of the firm's Board of Directors and Portfolio Innovation and Risk Committee. As President, Tammira's responsibilities include developing and executing the firm's strategy, overseeing all operations, and contributing to the marketing and client service efforts. Before becoming President, Tammira led strategy and operations projects at Bridgeway from 2005 to 2010 and was Head of Client Service and Marketing from 2010 to 2016.   Tammira earned an MBA from Stanford's Graduate School of Business and graduated summa cum laude with a BS in Computer Science from Texas A&M University. Her experience before Bridgeway includes strategy consulting with McKinsey & Company and business development and marketing for a global satellite communications startup. She is passionate about promoting education and social justice and volunteers with organizations focused on those missions. Tammira serves on the Texas A&M University Computer Science and Engineering Advisory Council. She previously served as a board member for the Education Foundation of Harris County and as a member of the Advisory Board of the Terry Foundation. This scholarship provider supported Tammira's education. Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

David Coggins joins Matt to discuss his latest book, The Optimist, A Case for the Fly Fishing Life - a thoughtful and beautifully crafted book about fishing, travel, friendship, and more. In this episode hear about Coggins's experiences fishing all over the world, and what the beauty of taking time away from the normal productivity grind can do for your longer view. About David Coggins David Coggins is the author of Men and Manners and the New York Times bestseller Men and Style. He writes about fly fishing for Robb Report and tailoring, drinking, and travel for numerous publications, including the Financial Times, Bloomberg Pursuits, and Condé Nast Traveler. Coggins lives in New York and fishes regularly in the Catskills, Wisconsin, and Montana.   Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

What is an encore quest? What's it have to do with Serena Williams? Matt talks with celebrated author Gerald Marzorati about picking up serious tennis in his 60s and his new book on Serena Williams. Gerry shares his love of the sport, lessons learned trying to master the game, and what he observed spending more than a year following Serena Williams, plus what Gerry says should be Williams' “Disney Movie ending” triumph. About Gerald Marzorati Gerald Marzorati was the editor of The New York Times Magazine from 2003 until 2010. He previously worked as an editor at Harper's magazine and The New Yorker. He is the author of Seeing Serena, Late to the Ball, and A Painter of Darkness, which won the PEN/Martha Albrand Award for a first book of nonfiction. His writing about tennis has appeared in The New York Times and on NewYorker.com. Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.  

Are you ready to know yourself? Want to understand better what leads to happiness? Legendary thinker Dr. Robert Cloninger is just the person to get to the bottom of the science behind who we are and why we do what we do. In this, a rare podcast with Dr. Cloninger, Matt pulls many of the most important insights for you to consider in your own life. About C. Robert Cloninger MD, PhD - Psychiatry   Robert Cloninger is Director of the Anthropedia Institute and Professor Emeritus at Washington University in St. Louis.  He was Wallace Renard Professor of Psychiatry, Professor of Genetics, Professor of Psychological and Brain Sciences, and Director of the Sansone Family Center for Well-Being at Washington University School of Medicine in St. Louis until July 2019. The Anthropedia Institute is the research and advisory component of the Anthropedia Foundation, a non-profit organization dedicated to development of human well-being through initiatives in health care and education.  He is widely cited and honored for his innovative biopsychosocial research that spans the genetics, neurobiology, development, psychology, brain imaging, and assessment of personality and psychopathology. His personality inventories have been used in more than 6000 peer-reviewed publications around the world and he is one of the most highly cited scientists in the world across all fields (top 0.01 percentile).   He received his B.A. with High Honors and Special Honors in Philosophy, Psychology, and Anthropology from the University of Texas at Austin, 1966.  He received his M.D. from Washington University in 1970, and Honorary Doctorates from the University of Umea in 1983 (MD in Genetics) and University of Gothenburg in 2012 (PhD in Psychology).      Dr. Cloninger has published ten books and over 600 articles in psychiatry, psychology, and genetics.   His recent books include Feeling Good: The Science of Well-Being by Oxford University Press, Origins of Altruism and Cooperation by Springer, and Personality and Psychopathology by American Psychiatric Press.  Among his many awards, Dr. Cloninger has received the American Psychiatric Association's Adolf Meyer Award (1993) and Judd Marmor Award (2009), and lifetime achievement awards from the American Society of Addiction Medicine (2000) and the International Society of Psychiatric Genetics (2003). He received the Oskar Pfister Award in 2014 from the American Association of Professional Chaplains and the American Psychiatric Association for his contributions to dialogue between psychiatry, religion, and spirituality.  He is a fellow of the American Academy for the Advancement of Science and of the National Academy of Medicine in the USA.    Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

When we know better, do we do better? Why are there so many areas in our lives where we need reminders and prodding to make things happen? In this episode, host Matt Hall is joined by bestselling author Dr. Daniel Crosby who helps explain the “knowing-doing gap,” the three Es for changing our behavior, and why constant praise is not the best way to raise successful children. More About Dr. Daniel Crosby Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and translated into seven languages. His latest work, The Behavioral Investor, is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. When he is not consulting around market psychology, Daniel enjoys exploring the American South, fanatically following St. Louis Cardinals baseball, and spending time with his wife and three children.   Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

A year out from the fear and uncertainty that caused the rapid pandemic-driven market crash of 2020, the financial media is back at it again with what they do best: spinning stories about the latest must-have investments. In this episode, Matt Hall explains why the boring route is the satisfying road to successful investing. Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt. Please note the information shared in this podcast is not intended as advice. The intent is to share meaningful experiences. I am likely not your advisor nor wealth manager nor financial planner, and my opinions are my own and not necessarily shared by Hill Investment Group. Investing involves risk. Consult a professional before implementing an investment strategy. Thank you.

Want to know what the most popular episode of this season is? Want to know what Matt thinks of the GameStop madness? Join host Matt as he shares his thoughts on his distaste for playing the “game” of investing. Matt uses a classic story of “The Man in the Green Bathrobe” to remind us of how to avoid the mistakes we are wired to make. Plus, you can get a free copy of what Matt thinks is the best personal finance book ever written. Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.  

Laura Vanderkam is the authority on time management and productivity.  Her goal is simple and powerful - to help us spend time on the things that matter and less on what doesn’t. Laura has five children, has written a number of successful books, hosts three podcasts, and has a TED talk that’s been viewed over 11 million times! How does she do it all? What are her best tips? Listen to find out. Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.  

Morgan Housel just wrote the book you need to read. Matt calls it the best personal finance book he’s read. The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness, features short stories exploring the strange ways we think about money and teaches us how to make better sense of life's most important topics. In this episode, Housel shares insights into his own investing strategies, an event that shaped his outlook on risk, a story about a janitor who left behind millions of dollars to charity, and why behavior is the most important factor in mastering your financial life.  More about Morgan Housel Morgan is a partner at the Collaborative Fund and former columnist at The Motley Fool and The Wall Street Journal. He's a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, winner of The New York Times Sidney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. Morgan has presented at more than 100 conferences in a dozen countries. He speaks about behavioral finance and history using storytelling to explore how investors deal with risk and how we can think about risk in a more productive way. Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

Tyson Weihs changed the game for pilots. Some people have said he's responsible for the best aviation software ever produced and single-handedly dragged the aviation world forward. In this episode, Tyson takes us on his career journey, noting pivotal moments, like when Steve Jobs first saw his company's App. Tyson is an entrepreneur, co-founder, and CEO of ForeFlight LLC, the market-leading provider of critically acclaimed, essential, integrated flight application software for aviation. Since its founding in 2007, the company has grown into a multi-national operation with offices in the US and Europe. ForeFlight serves personal, business, military, and commercial flight operations worldwide and has been recognized for the impact it has made in improving flight safety. Tyson serves on several boards, including the Smithsonian National Air and Space Museum. In 2020, Tyson will be inducted into the Texas Aviation Hall of Fame. Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

You know Joe Buck’s voice but you likely don’t know Joe. Matt didn’t either, but he feels like he knows more now and is loving what he’s learning. The Joe Buck you know is a hugely successful, Emmy-winning broadcaster/entertainer. He is the announcer of the most significant sporting events in the country, maybe the world— Super Bowls, World Series, and more. Joe recently Zoom bombed HIG’s morning meeting and after the encounter Matt picked up Joe’s 2016 book, Lucky Bastard: My Life, My Dad and the Things I’m Not Allowed to Say on TV. Joe is also showing a new side of himself through his podcast, Daddy Issues (cohosted with his pal Oliver Hudson). As the podcast and book titles suggest, Joe can laugh at himself— and Matt predicts that post listening to this fantastic episode, you’ll have a new appreciation and understanding for the voice that brings us the biggest moments. Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

Dan Villalon understands the technical elements of a variety of subjects including: investing, winemaking, surfboard construction, and homemade ukuleles. It’s one thing to understand a complex and intricate topic and another to have the ability to translate it in a palatable, understandable format the way Dan does.  During the pandemic, many people have started making things, bread being one of them. There is something liberating about using your hands to construct something. In this episode, Dan elaborates on one of his favorite quotes by renowned American physicist Richard Feynman. “What I cannot create I do not understand.” Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

Photographer Gray Malin creates iconic images synonymous with travel. His work has taken him all over the world. In this episode, he shares stories behind select images, including how it took three years for his vision of photographing painted sheep to come to life and the surprising thing that happened during the shoot that took the images to the next level. Gray Malin’s views from above give a unique perspective. Hear about his first job in Hollywood, what inspires him and where he wants to travel to next.   Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

Zibby Owens has been called New York’s most powerful book-fluencer. Zibby is building a community and a strong base of fans through her award-winning podcast Moms Don’t Have Time to Read Books. Listen to Matt’s conversation with Zibby covering stories that make Matt cry, the value of a Harvard MBA, having Blackstone founder Stephen Schwarzman as your dad, and much more.   In her own podcast, Zibby talks with authors to give her busy listeners the inside scoop. Not Surprisingly, in September 2019, Oprah Magazine listed her podcast as one of the “21 of the Best Book Podcasts to Listen to When You’re Not Reading.” Beyond her podcast, Zibby is a writer and published her first article, a personal essay for Seventeen magazine when she was in high school and has been writing ever since. Her work has appeared in the Washington Post, the New York Times, Parents, Real Simple, Redbook, Marie Claire, Shape,  SELF, Modern Bride, TODAY Parents, Huff Post, Scary Mommy, What’s Up Moms, Kveller, Mommy Nearest and many others.  She has appeared on Good Morning America, Good Day LA, Good Day DC, ABC-7 Eyewitness News, and NY1. A graduate of Yale University and Harvard Business School, Zibby has a marketing and branding background. She currently lives in the New York area with her four children ages 5-12 and her husband, Kyle Owens. Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

Carl Richards is one of the best in the world at connecting money and emotion in ways real people can understand. He is a Certified Financial Planner™, and the creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. And Carl has over 800 simple sketches that will get you thinking and talking about what really matters in your life. Carl's also been featured on Marketplace Money, oprah.com and forbes.com. He has become a frequent keynote speaker at financial planning conferences and visual learning events around the world. Through his writing, speaking and sketches, Carl makes complex financial concepts, easy to understand. His work also serves as the foundation for his two books, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money, and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money. His sketches have appeared in shows at the Kimball Art Center in Park City, Utah, at Parsons School of Design in New York City, the Schulz Museum in Santa Rosa, California, and an exhibit at the Mansion House in London. His commission work is on display in businesses and educational institutions around the globe. Carl currently resides in London with his family and is available for speaking engagements and conferences both nationally and internationally. What's more though, Matt Hall counts Carl as a long-time friend.

Returning guest Marilyn Wechter has 40 years of experience as a wealth counselor and therapist. She is the kind of person you want in your world when it is full of uncertainty and isolation. Sound familiar? Wechter and Matt Hall discuss how to face the current challenges and come out the other side of this experience changed for the better. Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.  

Matt Hall shares a hugely important concept for dealing with hard times. It's called the Stockdale Paradox. It's an extreme example and is shared because it helped Admiral Jim Stockdale survive as a prisoner of war. Our bet is that the Stockdale Paradox will serve you well during this period of uncertainty and when facing future challenges. Hill Investment Group has used the principle idea from the Stockdale Paradox since the founding of the firm in 2005, and Matt has leaned on it both personally and professionally in many examples, including his own experience dealing with cancer, and even when writing Odds On. Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

John Jennings is someone you want to know. He is fascinating and not in a weird way, in a lovely, Dr. Seuss kind of way. He deserves to be famous, though he doesn’t care about fame, even though he is worthy of it and your attention.   He writes something called the IFOD. The interesting fact of the day! His daily thoughts often tickle the brain into an active state. They are meaningful, relevant, poignant, and thoughtful. Does IFOD pay the bills? I think not. So what does Jennings do for work? Uh, he’s a big deal. John is President and Chief Strategist of The St. Louis Trust Company, a leading multi-family office. This means he helps the ultra-affluent. Unlike most in the wealth management, he deserves a lot of respect. And if that’s not enough, John is an adjunct faculty member at Washington University’s Olin School of Business where he teaches in the Wealth and Asset Management masters program. John is also a Forbes contributor, a lawyer by training, a hardcore vegan and a loving husband and dad. Enjoy this wide-ranging conversation covering: Lawyers who aren’t lawyers, John’s IFOD, Committing to a plant-based/Vegan diet and how it connects to solving John’s fight with OCD, Investment thinking and what the ultra-rich struggle with, Coronavirus and what napping has to do with success. Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.  

David Stine is a woodworker (understatement) and makes products that last forever, using material that was likely born before he was. Who do you know who can make the same claim? David also done the thing most people don’t have the guts to do. He quit. He quit the thing that most stick with their whole lives. He left office life and made the outdoors his new workplace. He’s thriving - so much so that media gurus are working to make a TV show about his life. David has clients around the world, awards from industry experts, and more than two decades in business, but the thing Matt loves most about him is he’s not just an artist, not just a craftsman, he’s deeply philosophical. Thanks for listening! Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

Host Matt Hall curates his favorite clips from the first 10 episodes of Take the Long View. From billionaires to a burger king, this episode has it all! Take the Long View with Matt Hall still has the original mission - to reframe the way you think about money, emotions, behavior and time. These themes are plentiful in episode 12 and include talk of kids and money, leadership and investment takeaways. Consider this a mixtape of our greatest hits! Thanks for listening! Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

With the 2019 World Series in full swing, join Matt for his conversation with the brilliant and all-round nice guy, author of the New York Times Bestseller Astroball. Ben shares the inside story of how GM Jeff Luhnow and his team went beyond the stats to find a new way to win—and not just in baseball. Thanks for listening! Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

Husband/Wife dynamic duo Sid and Ann Mashburn are doing big things with their signature styles.  In this episode, you’ll learn about their journey working with legends like Ralph Lauren and the leaders of Vogue magazine, how they chose Atlanta as their home base, the powerful pillow talk that comes when working with your spouse, and how they define success in the future!    Thanks for listening! Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

Why would a man pursuing a career in law and politics suddenly give it all up and gamble his future on a restaurant? Just ask St. Louis native Danny Meyer, who turned that one restaurant into a hospitality empire and eventually founded Shake Shack, the beloved burger spot with over 250 locations around the world. Aside from the countless awards Danny Meyer has earned as a restaurateur, he also penned Setting the Table, which distills his philosophy on hospitality and leadership. But in his earlier years, he wouldn’t have predicted this future for himself.  After the success of his first restaurant, he wanted to prove to himself that it wasn’t a fluke. That challenge brought him face to face with a harsh reality: he was a horrible manager. If he was going to make both restaurants work, he had to sharpen his leadership skills and instill the values of enlightened hospitality into his team so they could carry on in his absence. This self-improvement mission would be the spark for Danny’s restaurant empire: Gramercy Tavern, Blue Smoke and Jazz Standard, Shake Shack, The Modern, and many more. Today, with his philosophy of enlightened hospitality and belief in the importance of building community wealth, Danny Meyer continually prods the restaurant industry to level up and create better career opportunities for its workers, while challenging himself to share his insights with new industries through his investment fund. Key Topics: Introducing Danny. [00:42] Why Danny wrote Setting The Table in secret. [01:51] Missing out on genuine interactions in a highly transactional society [03:08] Danny’s philosophy on hospitality as an organizational principle. [04:12] The turning point of Danny’s professional life. [06:53] Developing a unique leadership style by managing volunteers. [10:04] Having a growth mentality towards employees. [11:42] Early lessons from Rich Melman. [12:42] Finding and hiring for the 51%. [14:16] Why Danny was so hesitant about opening a second restaurant. [16:45] Being forced to become a better manager. [18:14] Managing difficult family dynamics. [19:41] Why you shouldn’t spend too much money on your first venture. [20:31]  Learning what it means to be responsible to your investors. [22:28] Early inspiration for Shake Shack. [25:25] Restoring Madison Square Park. [25:51] Testing Danny’s theory of enlightened hospitality with a hot dog cart. [27:17] Building community wealth. [30:06] The role Shake Shack plays in the Madison Square Park community. [30:51] The downside of the tipping system. [32:45] Taking the restaurant industry to the next level. [37:25] Managing with constant gentle pressure. [41:32] Investing in enlightened hospitality. [43:11]   Mentioned in this Episode:   Danny Meyer’s Book | Setting the Table: The Transforming Power of Hospitality in Businesshttps://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742755   Rich Melman, Founder and Chairman of Lettuce Entertain You Enterpriseshttps://www.leye.com/about/partners/?richard-melman Bill Shore’s Book | The Cathedral Within: Transforming Your Life by Giving Something Backhttps://amazon.com/Cathedral-Within-Transforming-Giving-Something/dp/0375758291 Share Our Strength https://www.shareourstrength.org/ Enlightened Hospitality Investments https://ehi.fund/ Resy https://resy.com/ Goldbelly https://www.goldbelly.com/ Salt & Straw https://saltandstraw.com/ Dig https://www.diginn.com/ Madison Reed https://www.madison-reed.com/ Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook@hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn

David Kabiller is hugely successful and doesn’t need to do podcast interviews, in fact, he rarely grants requests. Enjoy this special episode with the influential leader who assembled one of the most important quantitative money management firms (AQR) in the world. Key Topics: Introducing David Kabiller [00:46] Tennis talk and how the sport impacted David’s career  [01:56] The early days and how David got interested in the investment world  [6:35] David’s decision to work for Goldman Sachs [9:39] Meeting Cliff Asness, John Liew and Robert Krail and his ability to judge people [12:47] His path to leaving Goldman and starting AQR [15:05] The rewards of managing your own firm [20:42] What David considers his unique ability [22:31] How they identify talent and institutionalize that in their hiring [24:48] How success changed things [28:42] The QUⱯNTA Academy and Insight Program and how both impact the firm [31:36] The importance of work-life balance for AQR’s corporate culture [34:19] How David has taken the long view [38:57] How David defines the money management world [42:26] Mentioned in this Episode: The Best-Connected Man in Hedge Funds - Institutional Investor [27:12] To Live [37:12]  David Kabiller Bio Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt. Additional note from AQR: All investment involve risk, including loss of principal.   The views expressed reflect the current views as of the date hereof and neither the speaker nor AQR undertakes to advise you of any changes in the views expressed herein. It should not be assumed that the speaker will make investment recommendations in the future that are consistent with the views expressed herein, or use any or all of the techniques or methods of analysis described herein in managing client accounts. AQR and its affiliates may have positions (long or short) or engage in securities transactions that are not consistent with the information and views expressed in these recordings. No representation or warranty, express or implied, is made or given by or on behalf of AQR, the speaker or any other person as to the accuracy and completeness or fairness of the information contained in these recordings, and no responsibility or liability is accepted for any such information.   AQR Capital Management, LLC is not affiliated with Hill Investment Group

Can you continue to pursue and achieve success without raising spoiled children? Marilyn Wechter, returning guest from our very first episode, has over 35 years of experience as a wealth counselor and financial therapist. In this episode, Matt and Marilyn talk about raising children to have a good relationship with money.  What are the characteristics of a spoiled child? How do parents help young people develop patience and learn to love delaying gratification? When do you give your kid a credit card? These are a few of the topics Marilyn covers with Matt. The takeaway is a new lense around how to raise competent, confident, autonomous adults.  Key Topics: Re-introducing Marilyn. [00:44] Changing the way we use money and material benchmarks with kids. [01:56] Exploring why people don’t like talking about money. [02:56] Why you need to get clear about what money means to you. [03:42] Being aware of the messages you’re sending to children. [04:22] Using everyday opportunities to teach your kids about money. [05:46] Raising kids to be competent adults. [08:38] Four characteristics of spoiled kids. [10:11] The positive traits we want to help our kids to develop. [11:04] Holding financial values as a constant. [11:33] Teaching kids patience around money. [12:43] The danger of substituting things for time. [15:34] Using debit cards to teach kids about budgeting. [16:58] Distinguishing an allowance from earned money. [17:53] Engaging your kids in conversations about money. [19:03] Helping your kids develop a realistic context and perspective. [20:31] Making sure kids have some skin in the game. [23:06] Marilyn’s seven key principles for raising successful young people. [26:14] Mentioned in this Episode: Ron Lieber’s Book | The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money https://www.amazon.com/Opposite-Spoiled-Raising-Grounded-Generous/dp/0062247026 Thanks for listening! Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn   We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

In Matt’s words “Cheree Berry Paper is the best paper resource you can find” Cheree Berry is a friend and a total beast in the business world, she is  Founder, CEO and Creative Director of Cheree Berry Paper, an award-winning graphic design and social stationery company known for creating unexpected event invitations and collateral. She is also an author and a former Kate Spade New York art director. Cheree Berry Paper has won 28 American in Graphic Arts awards. Notable partnerships include an occasion-focused retail stationery line for Target, digital invite designs for Paperless Post and a set of 56 U.S. State-themed snowflakes that graced the East Hall of the White House. They have created wedding invitations for celebrities and notable individuals including Chelsea Clinton. They are, at heart, a graphic design company and believe that this is just the tip of the iceberg. Cheree Berry Paper is currently working to expand their product line and aiming to grow their presence in cities across the country. In this episode, Cheree shares how the importance of handwritten communication was instilled in her from a young age, and her tips for maintaining this in a digital age. She discusses what shaped her career after moving to New York City from a small town in Missouri. She reflects on important moments working with Kate and Andy Spade, and how she started her own business. Cheree shares the challenges and benefits of being a female entrepreneur and so much more.  Social Media: https://www.facebook.com/ChereeBerryPaper https://twitter.com/ChereeBerry https://www.pinterest.com/chereeberry/ https://www.instagram.com/chereeberrypaper/ Key Topics: Introducing Cheree Berry [01:26] How one of her cards grabbed the attention of a teenager [02:58] How Cheree become a paper person [05:34] The process of going from a small town to NYC and working for Kate Spade [06:48] Cheree’s best memories of working with Kate and Andy Spade [08:34] How she went from New York back to Missouri with confidence [11:34] From freelancing to owning Cheree Berry Paper [12:30] Celebrities she has worked with [13:40] What does CBP do beyond weddings and what do you say to people about the price of the correspondence they create [15:38] The most challenging or vulnerable moment in starting and/or running CBP [19:56] Debbie Millman and Emily McDowell inspire her creative thinking [21:24] Cringeworthy mistakes people make with written correspondence [22:33] Challenges and benefits of being a female entrepreneur [24:58] Being a paper maverick in a digital world, how do you combat that [27:12] CBP stands by the value for the price of their products [32:55] Cheree tells us who she would love to work with but hasn’t yet [34:25] The future growth of CBP [36:09] The components of a great handwritten note [37:19] Things consumers should appreciate about correspondence communications [44:15] How does CBP take the long view? [47:01] Links https://chereeberrypaper.com/ https://www.katespade.com/ https://www.aiga.org/AIGA-awards/ https://chereeberrypaper.com/about/collaborations/target/ https://www.ksdk.com/article/entertainment/television/show-me-st-louis/the-reason-celebrities-love-this-clayton-company/63-400912862 https://chereeberrypaper.com/shop/hoorah-for-the-bra/  www.pentagram.com https://chereeberrypaper.com/about/special-projects/ http://www.debbiemillman.com/ https://emilymcdowell.com/

Joe Saul-Sehy was a financial planner for 19 years and has been an award-winning member of the financial media world for over a decade. But that’s a totally opposite direction from where he started, growing up in a household where talking about money was taboo. Like many families, his parents would shut down and send him and his siblings out of the room whenever any money talk came up. With nothing to change his course, the financially illiterate boy became a financially illiterate man, and when Joe faced an American Express table on his very first week in college, guess who fell into a predatory credit trap? A couple of lunches “on me” later (and a sweater that would make Duran Duran proud) and Joe was left with bad credit and a bill he had no idea how to settle. But painful as it was, that lesson awoke his passion for personal finance. And he followed that passion straight to his first job in finance, and he hasn’t looked back since. When talking finance, for many people the word brings up images of people in stuffy suits wagging a finger about being more responsible with your money. If you got that same image, you’ll throw that notion away once you listen to Joe. An amazing storyteller, Joe is the co-host of two well-loved financial podcasts: “Stacking Benjamins” and “Money with Friends.” Joe’s entrance into podcasting started, with his co-host OG, as two friends talking about finance, but being frustrated by their slow growth and low ranking. It wasn’t until Joe went to a podcasting conference that he came face-to-face with the reality that his show had the low ranking that it deserved and made the decision to become more professional. They redid their entire show, lost a third of their audience, but then came back better than ever, smashing records and winning awards. Joe attributes the show’s success to being deliberate about changing the podcast from being two guys trying to be funny, to being two comedians practicing their craft and making a comedy show about finance. Both co-hosts spent time in comedy training and put even more effort into producing the show: it takes them 5 weeks to put 1 episode together. Talk about commitment. Not wanting to become another Dave Ramsey or Suze Orman, they went in a completely different direction. With their philosophy that “If you don't think you’re learning, you’ll be much more open to learning” they’re reaping dividends.   Key Topics: Introducing Joe. [00:41] Why Joe still records “Stacking Benjamins” in a basement. [01:56] Joe’s first experience with the dangers of credit. [04:04] From podcast enthusiast to podcaster. [06:42] The road to Stacking Benjamins. [09:26] Taking a short-term loss for the long-term gain. [11:21] Getting serious about play. [13:04] Balancing practical guidance and light-hearted play. [14:15] Life lessons from DJing. [15:18] “Stacking Benjamin’s” most requested topics. [17:51]  Fighting the fee battle. [19:45] The drawback of compliance. [22:40] Differentiating between “Stacking Benjamins” and “Money with Friends”. [24:49] Moving away from comparison-based financial goals. [27:28] Taking the emotion out of money decisions. [30:13] Systems for financial independence. [31:21] Lean into being a contrarian. [35:02] The future of “Stacking Benjamins”. [37:05] Joe’s love of running. [39:15] The minibar story. [41:07]   Mentioned in this Episode: The Vanguard Group https://about.vanguard.com/ Jack Bogle https://about.vanguard.com/who-we-are/a-remarkable-history/founder-Jack-Bogle-tribute/ Walter Updegrave https://realdealretirement.com/about/ Austin Kleon’s Book | Steal Like An Artist https://austinkleon.com/steal/   Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

Matt says Dave Butler is one of the most important figures in modern investing. Dave’s path to co-CEO of Dimensional was not a straight one. In fact, it required a detour to Istanbul. Enjoy this conversation taped in Austin, TX. Reaching a height taller than most (6’9”, by some accounts), it was almost inevitable that Dave Butler would play basketball. When an NBA players’ strike meddled with Dave’s professional tryouts, he accepted an offer to try out for a professional team in Istanbul. He nailed it, and for several years played overseas. Unfortunately, an injury derailed his career.  After taking a break to finish his MBA at Berkeley, his mother notified him that he had received a job offer on Wall Street. 48 hours later, Dave was sitting at a desk, learning the ropes at his first job in finance.   But after three years, Dave was disillusioned. The high-pressure culture around buying and selling felt futile. Dave opted to return to his hometown in California and possibly become a teacher and coach basketball. He wanted to make a positive impact in the lives of others, working for a cause he could believe in.    As soon as he seemed to have it all figured out, Dave came across an ad in the paper for a money manager in Santa Monica. He scheduled an interview, and almost canceled it at the last minute. Good manners took over, however, and he kept his appointment. That was the start of Dave’s journey at Dimensional.   Dave instantly saw that Dimensional was different. Here, he could pursue his interest in investing while also doing right by clients. 20 years later, Dave has no doubt he made the right decision. “I think the spirit of Dimensional is really the pursuit of truth.” What could be a greater cause than that?   Key Topics Introducing Dave. [00:42] Dave’s background in professional basketball. [04:10] Dave’s transition from basketball to finance. [06:14] Dave’s early days in finance. [07:17] Starting out at Dimensional. [11:04] The origins of indexing. [14:02] Early days of Dimensional and the 9-10 fund. [16:10] Setting and meeting expectations. [18:35] Philosophical alignment. [19:45] Dan Wheeler’s influence. [21:52] Dimensional’s reach and its growth over the years. [26:17] Finding balance between work and other areas of life. [30:14] Dave’s favorite part of working at Dimensional. [33:32] Dimensional as a visionary in the field. [35:57] Dimensional’s investing philosophy. [38:25] Talking finance at parties. [42:08] Current projects. [44:23] See the show notes and transcript here Thanks for listening! Be sure to subscribe on Apple Podcasts, Google Podcasts (coming soon), Spotify, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.  

Rick Hill is the word integrity personified. Enjoy this special episode as Matt interviews his friend, partner, and mentor! Rick Hill has seen his share of market booms and busts. Cutting his investment teeth at Wharton, he first practiced investment strategy by advising his own father on his DuPont stock. (Rick was right; Dad should have sold when he told him to.) Realizing he had a passion for investing, Rick set out to become a stock broker, intent upon helping people as an investment advisor. When his first job turned out to be less advising and more selling, Rick knew he wanted to make a change. There was a distinct lack of strategy in the field at the time, and Rick felt he owed his clients more than a sales pitch. Rick decided to switch gears by utilizing his background in finance. He earned a spot at Anheuser-Busch and moved his family to St. Louis. In his time there, he helped to institute the ground-breaking practice of utilizing index funds for pension plans and 401(k)s over actively managed funds, saving the company money and providing better retirement benefits for employees.   Rick had been at Anheuser-Busch for 24 years when he decided he was ready to return to the financial services industry. He went to work for Buckingham Strategic Wealth, and shortly thereafter met Matt Hall, who would ultimately become his business partner. Over many meals together, Rick and Matt decided to capitalize on their complementary skills to create their own firm, Hill Investment Group. It was a risky move. “Would clients leave an established firm and go with two guys working in a basement?” Well, they did. Rick and Matt built their firm upon empirical evidence that supports long-term investment success, and most importantly, a desire to help their clients make a better life for themselves. When they started the company in 2005, Rick said he’d give Matt five years before he retired. Now, 14 years later, he still can’t think of anything he’d rather be doing. “I always used to think back on my day, at Anheuser-Busch and even now, ‘Was I productive today? Did I add value to somebody? Did I help a client? Did I help a co-worker? Did I contribute anything to the firm or the clients?’ And I always feel the answer is, ‘Yes.’”     Key Topics Introducing Rick. [00:42] The importance of setting modest expectations. [02:04] The value of being prompt. [04:16] Rick’s background [05:54] Finance in the 1960’s vs. today. [14:00] Rick’s time at Anheuser-Busch, and how that influenced his view of investing. [16:21] Making money through work vs. investing. [22:25] How choosing index funds over individual stocks saves time. [23:55] Shared values and complementary skills in friends and co-workers. [26:11] Rick’s transition back into the investment world. [27:33] The importance of managing fear when the market drops. [32:41] Matt and Rick’s history together. [37:30] Why Rick still enjoys work. [47:39] See the show notes and transcript here Thanks for listening! Be sure to subscribe on Apple Podcasts, Google Podcasts (coming soon), Spotify, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.  

Where do investment experts come from? Do they hatch from Ivy League MBA programs? Or is it possible to have one of the most gifted investment thinkers emerge from rural America? Jared Kizer grew up on a farm in Tennessee in a small town of 5,000 people. Growing up an avid baseball player, finance was never on his radar. A series of injuries led Jared to an interest in physical therapy, and for a time it looked like that would be how he’d spend his career. Fresh out of physical therapy school and married to a lovely dietician, Jared realized that neither he or his wife had the financial know-how to guide their businesses. Jared went to the local bookstore in search of resources. There, in the quiet aisles of Barnes and Noble, Jared came upon “The Only Guide to a Winning Investment Strategy You’ll Ever Need”, written by the person who would become his future colleague at Buckingham Strategic Wealth, Larry Swedroe. On a whim, Jared reached out to Larry, and eventually their correspondence led to a job interview. While Jared lacked experience, he proved to be a natural fit in the finance world. Several years into his work at Buckingham, Jared received national acclaim for an article he co-authored, entitled, “The Death of Diversification Has Been Greatly Exaggerated.” Since then, Jared’s analyses have been published multiple times, including a book he co-authored with Larry Swedroe himself. Now a CFA and CIO of Buckingham, Jared helps people make sense of this often-complicated world on a daily basis. He even maintains a blog devoted to finance education at MultifactorWorld.com. Here, he shares his story, strategy and insights for tackling successful investing head-on.   Key Topics Introducing Jared. [00:42] Jared’s background and what led to his interest in finance. [03:16] Jared’s relationship with Larry Swedroe. [07:31] An evidence-based approach to investing. [10:27] Changes in the styles of investing over the last 15-20 years. [11:39] The stock picker’s ability to beat the average. [13:11] Three categories of investment philosophy. [15:03] Buying index funds directly vs. the evidence-based approach. [18:18] Evidence-based vs. total market approach in regard to Vanguard’s out performance of active vs. index funds. [20:09] Jared’s family life. [21:47] Larry Swedroe’s impact. [22:32] Drawing an analogy between sports and investing. [24:49] How Jared’s perception of investing has grown over the years. [29:45] Misconceptions in the investing world. [33:19] Jared’s winning paper for The Journal of Portfolio Management. [38:25] Institutional vs. individual investors. [42:54] Investment advice. [45:47] Jared’s current writing projects. [47:15] Where you can connect with Jared. [50:42] See the show notes and transcript here Thanks for listening! Be sure to subscribe on Apple Podcasts, Google Podcasts (coming soon), Spotify, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.  

Welcome to the inaugural episode of Take the Long View, hosted by Matt Hall of Hill Investment Group! This is a podcast to help reframe the way you think about your money, emotions, behavior, and time. The goal? Helping you live richly. Matt will talk with the best thought leaders he knows to learn from their meaningful experiences. The common thread will be a view or perspective that isn’t obvious. Take the Long View will highlight world-class thinking and stories in conversation, helping you put the odds of long term success on your side. Joining us on this first episode is Marilyn Wechter. With over 35 years of experience as a financial therapist and wealth counselor, Marilyn is an expert on how human beings relate to money, love and power. Money is often a taboo topic of conversation, and yet it plays a critical role in how we view ourselves. Marilyn has made it her mission to focus her practice on the psychological relationship between wealth and wellbeing. Marilyn’s practice encompasses counsel for individuals and families, as well as lawyers, financial planners and advisors. At the core of her work is a desire to illuminate areas of discomfort. According to Marilyn, perspective is everything. When you’re able to look at your situation through a new lens, it’s possible to see opportunities that would normally fly under the radar, paving the way for new outlook on money and life. Key Topics Introducing Marilyn. [00:41] Marilyn’s background in psychotherapy.  [02:07] Niche work of psychotherapy as it relates to finances. [03:09] How Matt and Marilyn met. [04:21] The pseudo-separation of money and humanity. [05:39] The taboo around discussing money. [07:04] Toughness vs. resilience. [13:12] Day to day life as a therapist. [16:45] Money as it relates to raising children. [21:00] The importance of having good mirrors in others. [24:30]   See the show notes and transcript here Thanks for listening! Be sure to subscribe on Apple Podcasts, Google Podcasts (coming soon), Spotify, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

Welcome to Take the Long View.   I’m Matt Hall: husband, father, cancer survivor, evidence-based investing evangelist, co-founder of Hill Investment Group, author of Odds On, and now, the host of Take the Long View. This podcast will help you change your frame of reference...so you can put the odds of long-term success on your side. How? By eliminating most of the technical investment stuff and having real-life conversations that matter to real people like you and me. Episodes will span from a psychotherapist who helps us understand why money is such a sensitive subject, to industry-leading advisors who help simplify complex financial decisions, to hugely successful people with compelling stories that don’t necessarily have anything to do with the financial industry. The common thread through it all will be a view or perspective that isn’t obvious. And that’s just the beginning.  Ready to start taking the long view? Be sure to subscribe on Apple, Google, Spotify, or wherever you listen to podcasts because we’ve got a lot to talk about. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.