The podcast is off to an incredible start. Thank you for your support as we spread our story and message to curious investors around the world. We’re thrilled with the success of the launch and encourage you to listen to all six episodes when you can find the time. We offer the following write up as a teaser for Episode 6.

How do you go from a small town to big city success? How do you get asked to decorate the White House for the holidays? What does this have to do with a long view approach? The latest podcast episode features acclaimed designer Cheree Berry. In Matt’s words, “Cheree Berry Paper is the best paper resource you can find.” Cheree 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. She is also an author and a former Kate Spade New York art director.

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!

Click here to listen through Apple or here for other platforms.

The podcast momentum is building. We offer the following write up as a teaser for Episode 5.

“Mom, I have a problem. I have a credit card—and I need you to pay the bill.”

“I’m not paying the bill, you have to figure it out. Consider this a lesson.”

That was the exchange Joe Saul-Sehy had with his mother shortly into his first semester in college. Within 90 days, his credit was wrecked. He had no job, no income, no financial aptitude whatsoever—understandably so.

Joe grew up in a family where the topic of money was constantly swept under the rug. His parents even went as far as asking the kids to leave the room if a financial discussion bubbled up.

So, who is this guy, and why would Matt spend an hour interviewing someone who admitted he has been “horrible with money?”

Joe Saul-Sehy is the co-host of The Stacking Benjamins Show: the record-smashing, award-winning, wildly popular podcast covering all things money-related. After years of avoiding conversations about money, Joe now broadcasts conversations about money to thousands of people every week.

In episode five of Take the Long View, Joe joins Matt to tell the story about his mission to make conversations about money fun and accessible. During this interview, Matt and Joe discuss financial independence, the perils of comparing your situation to others, and a traumatic experience with a minibar in Chicago.

Much like Matt, Joe has a knack for burying yawn-inducing jargon into stories that are as entertaining as they are enlightening. As Joe says, “If you don’t think you’re learning, you’re much more open to learning.”

Give it a listen and be sure to share the show with anyone else who’s fed up with finger-wagging, buttoned-up lectures about how you should handle your money.

Oh, and in case you missed it, Joe interviewed Matt back in 2016 right after the launch of Odds On: The Making of an Evidence-Based Investor.

Click here for Episode 5 on Apple or here for other platforms.

As you’ve likely heard, the podcast is up and running – spreading our story and message to curious investors around the world. We’re thrilled with the success of the launch and encourage you to listen to all four episodes when you can find the time. All feedback is welcome. We offer the following write up as a teaser for Episode 4.

When most athletes transition from the sports world to the business world, the process is painstakingly slow. For Dave Butler, it took 24 hours.

After attending the University of California-Berkeley, Butler was drafted by the Boston Celtics in the 1987 NBA draft. But a player’s strike and a torn calf muscle cut his hoops career short. After a final stint with a pro team in England, Butler marched into his coach’s office, told him he took a job on Wall Street, and hopped on a flight to New York the next morning.

Since trading his basketball jersey for a suit, Butler has built an impressive career, ultimately leading him to his current role as the Co-CEO of Dimensional Fund Advisors. Today, more than two decades after stepping off the hardwood, Dave Butler joins Matt Hall on episode 4 of Take the Long View: the podcast that nudges you to reframe your thoughts about your money, emotions, behavior, and time.

Listen to the episode here via Apple or here through other platforms.

Key topics discussed:

• 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]

• Investing philosophy. [38:25]

• Talking finance at parties. [42:08]

• Current projects. [44:23]