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Paul Kaplan

Former Director of Research for Morningstar Canada. Senior member of Morningstar’s Global Research Team and co-author of Lifetime Financial Advice.

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Dec 3, 2024 • 50min

Tom Idzorek and Paul Kaplan: How to Make Lifetime Financial Advice Work for Clients

This week’s guests are Tom Idzorek, Chief Investment Officer of Retirement at Morningstar, and Paul Kaplan, former Director of Research for Morningstar Canada. They delve into their new book on lifetime financial advice. Topics include personalized financial strategies that integrate human capital, the importance of flexible planning through life changes, and maximizing tax efficiency in investing. They also discuss the role of insurance in managing financial risks throughout life, offering listeners insightful guidance for effective financial planning.