Podcast appearances and mentions of chuck jaffe

VettaFi's Head of Research Todd Rosenbluth discussed the Avantis US Small Cap Value ETF (AVUV) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

Our guest on the podcast today is Lyle Fitterer, a senior portfolio manager and co-lead on the municipal bond sector for Baird Advisors. He has 36 years of experience managing bond portfolios. Prior to joining Baird in 2019, he served as the co-head of global fixed income and the head of the municipal fixed income team as Wells Fargo Asset Management. Lyle obtained his undergraduate degree in accounting from the University of North Dakota. He earned the chartered financial analyst designation in 1996 and is currently a member of the CFA Institute and the CFA Society of Milwaukee.BackgroundBioBaird Short-Term Municipal Bond Fund BTMIXBaird Strategic Municipal Bond Fund BSNIXBaird Quality Intermediate Municipal Bond Fund BMBIXBaird Core Intermediate Municipal Bond Fund BMNIXBaird Municipal Bond Fund BMQIXMuni-Bond Funds“The New Allure of Muni Bond Funds. Two Pros Point the Way,” by Debbie Carlson, barrons.com, Aug. 21, 2025.“Fitterer: Muni Bond Market Offers Compelling Opportunities,” Podcast with Chuck Jaffe, bairdassetmanagement.com, July 29, 2025.“Muni Bonds Aren't Just for Rich Folks,” by Jeff Schlegel, fa-mag.com, Nov. 1, 2024.“Muni Bonds Are Looking Better,” by Elizabeth Foos, Morningstar.com, Oct. 28, 2025.OtherVanguard Tax-Exempt Bond Index Fund ETF Shares VTEBVanguard Tax-Exempt Bond Index Fund Admiral Shares VTEAX“In Wreckage of Muni Market Crash, Brave Investors Eye Bonds at 90% Yields,” by Amanda Albright, advisorperspectives.com, March 25, 2020. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

VettaFi's Head of Research Todd Rosenbluth discussed the VictoryShares Free Cash Flow Growth ETF (GFLW) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

Long-time activist investor Phil Goldstein of Bulldog Investors sat down with NAVigator host Chuck Jaffe at the Active Investment Company Alliance Fall Roundtable in New York City on Nov. 19 to discuss the current state of shareholder activism and why there seems to be so much less of it than there was just a few years back. While there have been moves and regulations that have made it harder for activist moves to succeed, Goldstein also says that there has been better fund management, resulting in less opportunity/need for activists to get involved.

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Justifying This Valuation is No Easy Lift.

VettaFi's Head of Research Todd Rosenbluth discussed the Goldman Sachs Corporate Bond ETF (GIGL) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week.

VettaFi's Head of Research Todd Rosenbluth discussed the Amplify Online Retail ETF (IBUY) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Dashing to a Crash?.

VettaFi's Head of Research Todd Rosenbluth discussed the Utilities Select Sector SPDR Fund (XLU) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Investors Not Using AI.

VettaFi's Head of Research Todd Rosenbluth discussed the Capital Group Municipal Income ETF (CGMU) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Danger Zone: The Losers in the AI Arms Race.

VettaFi's Head of Research Todd Rosenbluth discussed the year-to-date record inflows into ETFs for 2025 on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Fast Charging Losses.

VettaFi's Head of Research Todd Rosenbluth discussed the Capital Group Municipal Income ETF (CGMU) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

What's scarier than a haunted house? Looking at your retirement account after ignoring it for five years. Joe Saul-Sehy, OG, and Doug welcome back Chuck Jaffe (Money Life with Chuck Jaffe) for his legendary annual Halloween visit—and this year, he's bringing two treats to the basement. First up: Chuck's Halloween Money Game for kids. Picture this: trick-or-treaters can take one piece of candy and walk away... or they can play a game where they might win more candy, actual money, or lose it all. It's economics wrapped in a Snickers bar. Chuck breaks down how each choice teaches kids (and parents) about risk, reward, delayed gratification, and why sometimes the safe bet is actually the smart bet. If you've got kids—or just want a genius way to gamify money lessons—you'll want to steal this. Then things get spooky. Real Stackers share their most bone-chilling financial horror stories: the credit union error that nearly cost someone their house, the coworker's "advice" that turned into a disaster, and the procrastination that haunted someone for years. These aren't fictional frights—they're real mistakes that real people are still recovering from. And every story comes with the lesson that could've prevented it. Plus: Doug's trivia takes a Halloween turn (naturally), and Joe and OG debate whether government incentives are more trick or treat. What You'll Walk Away With: Chuck Jaffe's brilliant Halloween Money Game—how to teach kids about risk, reward, and smart decisions using candy The economic principles hiding in every trick-or-treat choice (and how to explain them without killing the fun) Real Stacker horror stories: the financial mistakes that haunt people for years The red flags that could save you from starring in your own money nightmare Why the scariest financial advice often comes from people who mean well This Episode Is For You If: You want a creative way to teach kids about money that doesn't involve a boring lecture You've ever made a financial decision you wish you could take back You want to learn from other people's mistakes instead of making them all yourself You've got a money skeleton in your closet and want to know you're not the only one FULL SHOW NOTES: https://stackingbenjamins.com/frightening-halloween-stories-with-chuck-jaffe-1753 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

VettaFi's Head of Research Todd Rosenbluth discussed the Direxion Daily Semiconductor Bull 3X Shares (SOXL) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

VettaFi's Head of Research Todd Rosenbluth discussed the T. Rowe Price QM US Bond ETF (TAGG) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

VettaFi's Head of Research Todd Rosenbluth discussed the Vanguard Emerging Markets Ex China ETF (VEXC) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

VettaFi's Head of Research Todd Rosenbluth discussed the Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

VettaFi's Head of Research Todd Rosenbluth discussed the Fidelity Investment Grade Securitized ETF (FSEC) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

At FinCon, Chuck Gaffe- moneylifeshow.com sat down with Paul for a wide-ranging conversation about investing and financial independence.Paul shared insights on the rise of index funds, the FIRE movement's “one-fund-for-life” approach, and how small portfolio adjustments can boost long-term returns. He also discussed timeless investing principles like staying the course, understanding risk, keeping costs low, and diversifying wisely.At FinCon, Paul reflected on everything from the rise of index funds to the FIRE movement's “one-fund-for-life” strategy. His message was clear: while simple investing solutions can work, small, thoughtful adjustments—like adding different asset classes—can meaningfully improve long-term returns.Paul also emphasized timeless investing principles:Stay the course. Don't bail when markets turn volatile.Understand your risk. Know how much you can afford to lose before the storm comes.Avoid unnecessary costs. A fraction of a percent in fees can add up to millions over a lifetime.Diversify wisely. A broad mix of assets offers protection and opportunity across market cycles.Whether discussing crypto, ETFs vs. mutual funds, or portfolio allocation strategies, Paul's advice always comes back to one goal: helping investors achieve financial independence with confidence and peace of mind.You can explore his free resources, podcasts, and articles at paulmerriman.com

VettaFi's Head of Research Todd Rosenbluth discussed the VictoryShares Small Cap Free Cash Flow ETF (SFLO) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

VettaFi's Head of Research Todd Rosenbluth discussed the Thornburg Multi Sector Bond ETF (TMB) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

In this interview from the "Money Life with Chuck Jaffe" podcast, John Cole Scott, President of CEF Advisors, discusses his "trifecta analysis" of closed-end funds and how he will frequently add or drop funds to take advantage of market conditions and make the most of tax circumstances, capturing incremental gains and minimizing incremental losses to squeeze the client's desired result in their portfolio.

VettaFi's Head of Research Todd Rosenbluth discussed the JPMorgan US Tech Leaders ETF (JTEK) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

Labor Day might be about rest, but in the basement, we're getting to work on busting some of the most persistent myths in personal finance. Joe Saul-Sehy and OG welcome insurance pro Tony Steuer to unpack the shiny marketing around infinite banking and velocity banking. Spoiler: sometimes “be your own bank” really means “make your insurer rich.” From permanent life insurance pitfalls to the real math behind these strategies, Tony helps separate clever sales pitches from solid financial planning. Then we shift gears to a conversation every parent, grandparent, and future gift-giver will love. Renowned financial journalist Chuck Jaffe joins the crew, fresh from becoming a grandfather, to share how he's setting his new grandchild up for a strong financial future. Think stock portfolios for toddlers, early Roth IRA strategies, and simple systems that keep family generosity from getting lost in the shuffle. His practical, battle-tested tips will have you thinking differently about the best ways to give kids a head start. Whether you're looking to avoid costly detours or create generational wealth, this episode is equal parts cautionary tale and inspiration. You'll walk away ready to dodge financial traps, build smarter for the next generation, and maybe even rethink your own long-term giving plans. Why infinite and velocity banking aren't the slam-dunk solutions they're often sold as How to spot the red flags in permanent life insurance pitches Smart, tax-efficient ways to save for children and grandchildren Creative strategies for gifting assets that grow with the child The importance of balancing generosity with your own long-term goals Ideas to Ponder During Today's Episode Have you ever been pitched an “innovative” financial strategy that didn't feel quite right? What tipped you off? What's the most meaningful financial gift you've ever given—or received—as a child? If you could give one piece of financial wisdom to the next generation, what would it be? FULL SHOW NOTES: https://stackingbenjamins.com/permament-life-insurance-and-growing-your-money-1729 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

VettaFi's Head of Research Todd Rosenbluth discussed the PIMCO Enhanced Short Maturity Active ETF (MINT) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

VettaFi's Head of Research Todd Rosenbluth discussed the NEOS Bitcoin High Income ETF (BTCI) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

VettaFi's Head of Research Todd Rosenbluth discussed the Avantis International Small Cap Value ETF (AVDV) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”  Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

VettaFi's Head of Research Todd Rosenbluth discussed the Technology Select Sector SPDR Premium Income Fund (XLKI) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: All Pain & No Gains.

VettaFi's Head of Research Todd Rosenbluth discussed the T. Rowe Price Capital Appreciation Equity ETF (TCAF) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

Senior Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Profitability is Still a Distant Dream.

VettaFi's Head of Research Todd Rosenbluth discussed the Franklin International Low Volatility High Dividend Index ETF (LVHI) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: High Fees + Low Performance = Bad Fund.

Don answers a handful of listener questions, offering sharp, practical insight on investing myths, flexible retirement withdrawals, taxable brokerage accounts, and misleading financial scare tactics. He critiques Suze Orman's confusing advice, breaks down the logic of the 4% rule, and dismantles a fear-mongering insurance pitch claiming to “save retirement.” Expect sarcasm, clarity, and one well-aimed diatribe at the insurance-industrial complex. 0:04 Summer slowdown in listener questions and podcast downloads 1:21 Don's theory: why the South works less and the North built the Fortune 500 2:30 Suze Orman says sell treasuries, buy Pfizer—Don (and Chuck Jaffe) respond 4:58 How to send in your questions—Don needs more spoken ones 5:04 Listener Q1: Does the 4% rule assume you'll run out at 95? 6:49 Don explains the assumptions behind the 4% rule and how it holds up historically 8:35 Q2 follow-up: What if I'm 50/50, not 60/40? Adjusting withdrawal expectations 9:59 Real-world historical 4% rule example from 1994 to 2024 11:03 Listener Q2: Building and eventually using a taxable brokerage account 13:50 Don's advice: broader diversification, bigger emergency fund, and smart drawdown tactics 15:26 Listener Q3: Bob Carlson's fear-based sales pitch—is it legit or just sleaze? 16:56 Don explains how insurance reps avoid disclosure rules and push high-commission junk 19:14 Why the radio is filled with non-fiduciary insurance hustlers 22:09 How to get real help, real answers, and real fiduciary advice—for free 22:36 Don's final ask: bring Talking Real Money to your summer campfire Learn more about your ad choices. Visit megaphone.fm/adchoices

VettaFi's Head of Research Todd Rosenbluth discussed the BNY Mellon Dynamic Value ETF (BKDV) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: 2Q25 Earnings: Where Street Estimates Are Too Low & Who Should Beat.

VettaFi's Head of Research Todd Rosenbluth discussed the CoinShares Valkyrie Bitcoin Miners ETF (WGMI) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: 2Q25 Earnings: Where Street Estimates Are Too High & Who Should Miss.

VettaFi's Head of Research Todd Rosenbluth discussed the ALPS Sector Dividend Dogs ETF (SDOG) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: A Ticking Car Bomb?.

VettaFi's Head of Research Todd Rosenbluth discussed the JLens 500 Jewish Advocacy U.S. ETF (TOV) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” 

VettaFi's Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Momentum ETF (SPMO) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”  Join us for our Midyear Market Outlook Symposium, where we'll talk through recent market action and explore opportunities in asset classes, styles, factors, and themes going forward. Register now here: https://www.etftrends.com/webcasts/midyear-market-outlook-symposium-2025/?partnerref=trends_nav

VettaFi's Head of Research Todd Rosenbluth discussed the NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”  Join us for our Midyear Market Outlook Symposium, where we'll talk through recent market action and explore opportunities in asset classes, styles, factors, and themes going forward. Register now here: https://www.etftrends.com/webcasts/midyear-market-outlook-symposium-2025/?partnerref=trends_nav

VettaFi's Head of Research Todd Rosenbluth discussed the Fidelity Enhanced International ETF (FENI) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”  Join us for our Midyear Market Outlook Symposium, where we'll talk through recent market action and explore opportunities in asset classes, styles, factors, and themes going forward. Register now here: https://www.etftrends.com/webcasts/midyear-market-outlook-symposium-2025/?partnerref=trends_nav

We are joined by Chuck Jaffe from Money Life With Chuck Jaffe and we discuss the recent death of one of his community members. How dis we become part of a community of people who discuss money. And what does being a community member really mean as a host and as a fan. Learn more about your ad choices. Visit megaphone.fm/adchoices

This ten things episode is prep for our discussion with Chuck Jaffe on Thursday. Today I discuss ten things about money and dying. Hear what I have experienced people say about money on their death beds and how this can relate to have better money behaviors for those of us full of life. Learn more about your ad choices. Visit megaphone.fm/adchoices