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Simple, but Not Easy

Simple, but Not Easy

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Hello, and welcome to Simple, but Not Easy, where we turn complicated financial developments into actionable ideas. This is a podcast from Morningstar’s Wealth Group, where we equip financial advisors with our best ideas to remove friction and help clients achieve goals.

Recent Episodes

  • Strange Times in the US Housing Market – Breaking it All Down

    3 weeks ago

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  • Principles-Based Investing, Industry Trends, and Getting to Know Morningstar Wealth CIO, Philip Straehl

    2 months ago

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  • Opportunity Awaits: A Midyear Outlook

    4 months ago

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  • Lifetime Financial Advice: Enhanced Personalization by Considering Human Capital

    6 months ago

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  • Baby Boomers to Millennials: Working Across Generations to Help Them Achieve Financial Goals

    8 months ago

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  • U.S. Stocks: Beyond the Magnificent Seven

    9 months ago

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  • 2024 Outlook: Economy, Inflation, Best Ideas, and AI

    11 months ago

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  • AI's Role in the Future of Wealth Management, Featuring the AI Character "Morningstar Mo"

    1 year ago

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  • The Cutting Edge of Advisor Technology: Ezra Group's Craig Izkowitz

    1 year ago

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  • BlackRock's Liz Koehler on Financial Advice, Using Models, and Raising the Bar

    1 year ago

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