White Coat Investor Podcast cover image

WCI #292: Workplace Retirement Accounts

White Coat Investor Podcast

00:00

Dolly, I'm the Director of Personal Finance at Morningstar

The Morningstar director of personal finance talks about his new role. Dolly says her work is mainly focused on individual investors who are sorting this out for themselves. But we also have a fair number of financial advisors who read my work and we've since established a small team focused on portfolio construction retirement planning, she says.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app