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.

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Recent Reviews
  • ultraman20*
    ESG IS POISON
    I know you have jumped into the leftist ESG effort, but there are many investors that will NEVER invest in any ESG funds. These funds do not perform well simply because they have a transgenger board member. These ridiculous ESG SCORES guarantee poor performance for companies that score well. Financial performance is a key factor in making investments, but liberals now invest based on what makes them feel good. I will gladly move all of my funds into FDIC money market funds rather than be bullied by idiots like Larry Fink who want to institute a communist investment platform to comply with a bunch of green energy leftists. I’m finished with Morningstar. The company used to provide good information, but has gone to the dark side. John Q. Public
  • apple#4Me
    Where are the slides?
    Hard to imagine… After searching high and low on the podcast app, the morning star website, and YouTube, the slides that accompany the presentation are nowhere to be found. Nor is there any courtesy to provide listeners with any information on whether the slides are even available. Very difficult to follow without the visuals. I give up… Too bad it’s a very informational and educational podcast
  • Havy09
    Antiquated
    Show is catered for retirees
  • Loser hater
    ESG warriors
    All in on the leftist virtue signaling ESG garbage….wi
  • texex46
    Outer Limits Episode?
    Good grief! Are you talking to someone on Mars? Or is this an Outer Limits Episode 89 communicating with another dimension? The UK too far? With today’s technology surely you can get better sound quality? No? Sad…
  • MATT@CYB
    Great listen!
    Investing advice from people who truly know the ins and outs of the life of an investor. The stories described in episodes gives you a real-life feel to it! Highly recommend!
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