Take the Long View

Zibby Owens has been called New York’s most powerful book-fluencer. Zibby is building a community and a strong base of fans through her award-winning podcast Moms Don’t Have Time to Read Books. Listen to Matt’s conversation with Zibby covering stories that make Matt cry, the value of a Harvard MBA, having Blackstone founder Stephen Schwarzman as your dad, and much more.   In her own podcast, Zibby talks with authors to give her busy listeners the inside scoop. Not Surprisingly, in September 2019, Oprah Magazine listed her podcast as one of the “21 of the Best Book Podcasts to Listen to When You’re Not Reading.” Beyond her podcast, Zibby is a writer and published her first article, a personal essay for Seventeen magazine when she was in high school and has been writing ever since. Her work has appeared in the Washington Post, the New York Times, Parents, Real Simple, Redbook, Marie Claire, Shape,  SELF, Modern Bride, TODAY Parents, Huff Post, Scary Mommy, What’s Up Moms, Kveller, Mommy Nearest and many others.

Carl Richards is one of the best in the world at connecting money and emotion in ways real people can understand. He is a Certified Financial Planner™, and the creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. And Carl has over 800 simple sketches that will get you thinking and talking about what really matters in your life. Carl's also been featured on Marketplace Money, oprah.com and forbes.com. He has become a frequent keynote speaker at financial planning conferences and visual learning events around the world. Through his writing, speaking and sketches, Carl makes complex financial concepts, easy to understand. His work also serves as the foundation for his two books, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money, and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money. His sketches have appeared in shows at the Kimball Art Center in Park City, Utah, at Parsons School of Design in New York City, the Schulz Museum in Santa Rosa, Ca

Returning guest Marilyn Wechter has 40 years of experience as a wealth counselor and therapist. She is the kind of person you want in your world when it is full of uncertainty and isolation. Sound familiar? Wechter and Matt Hall discuss how to face the current challenges and come out the other side of this experience changed for the better. Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedInWe love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.  

Matt Hall shares a hugely important concept for dealing with hard times. It's called the Stockdale Paradox. It's an extreme example and is shared because it helped Admiral Jim Stockdale survive as a prisoner of war. Our bet is that the Stockdale Paradox will serve you well during this period of uncertainty and when facing future challenges. Hill Investment Group has used the principle idea from the Stockdale Paradox since the founding of the firm in 2005, and Matt has leaned on it both personally and professionally in many examples, including his own experience dealing with cancer, and even when writing Odds On. Thanks for listening!Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @h

John Jennings is someone you want to know. He is fascinating and not in a weird way, in a lovely, Dr. Seuss kind of way. He deserves to be famous, though he doesn’t care about fame, even though he is worthy of it and your attention.   He writes something called the IFOD. The interesting fact of the day! His daily thoughts often tickle the brain into an active state. They are meaningful, relevant, poignant, and thoughtful. Does IFOD pay the bills? I think not. So what does Jennings do for work? Uh, he’s a big deal. John is President and Chief Strategist of The St. Louis Trust Company, a leading multi-family office. This means he helps the ultra-affluent. Unlike most in the wealth management, he deserves a lot of respect. And if that’s not enough, John is an adjunct faculty member at Washington University’s Olin School of Business where he teaches in the Wealth and Asset Management masters program. John is also a Forbes contributor, a lawyer by training, a hardcore vegan and a loving husband and dad. Enjoy this

David Stine is a woodworker (understatement) and makes products that last forever, using material that was likely born before he was. Who do you know who can make the same claim? David also done the thing most people don’t have the guts to do. He quit. He quit the thing that most stick with their whole lives. He left office life and made the outdoors his new workplace. He’s thriving - so much so that media gurus are working to make a TV show about his life. David has clients around the world, awards from industry experts, and more than two decades in business, but the thing Matt loves most about him is he’s not just an artist, not just a craftsman, he’s deeply philosophical. Thanks for listening! Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill In

Host Matt Hall curates his favorite clips from the first 10 episodes of Take the Long View. From billionaires to a burger king, this episode has it all! Take the Long View with Matt Hall still has the original mission - to reframe the way you think about money, emotions, behavior and time. These themes are plentiful in episode 12 and include talk of kids and money, leadership and investment takeaways. Consider this a mixtape of our greatest hits! Thanks for listening! Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

With the 2019 World Series in full swing, join Matt for his conversation with the brilliant and all-round nice guy, author of the New York Times Bestseller Astroball. Ben shares the inside story of how GM Jeff Luhnow and his team went beyond the stats to find a new way to win—and not just in baseball. Thanks for listening! Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

Husband/Wife dynamic duo Sid and Ann Mashburn are doing big things with their signature styles.  In this episode, you’ll learn about their journey working with legends like Ralph Lauren and the leaders of Vogue magazine, how they chose Atlanta as their home base, the powerful pillow talk that comes when working with your spouse, and how they define success in the future!    Thanks for listening! Be sure to subscribe now on Apple, Google, Spotify, Stitcher, TuneIn, or wherever you like to listen to podcasts. Follow the Take the Long View Podcast on Instagram @takethelongviewpodcast and Facebook, and follow host Matt Hall on Instagram @matthallstl, Twitter @matthallhig, or on LinkedIn Connect with the Hill Investment Group on Instagram @hill_investment_group, Facebook @hillinvestmentgroup, Twitter @takethelongview, and on LinkedIn We love our listeners! If you would like to drop us a line or be a guest on the show, please contact Matt.

Why would a man pursuing a career in law and politics suddenly give it all up and gamble his future on a restaurant? Just ask St. Louis native Danny Meyer, who turned that one restaurant into a hospitality empire and eventually founded Shake Shack, the beloved burger spot with over 250 locations around the world. Aside from the countless awards Danny Meyer has earned as a restaurateur, he also penned Setting the Table, which distills his philosophy on hospitality and leadership. But in his earlier years, he wouldn’t have predicted this future for himself.  After the success of his first restaurant, he wanted to prove to himself that it wasn’t a fluke. That challenge brought him face to face with a harsh reality: he was a horrible manager. If he was going to make both restaurants work, he had to sharpen his leadership skills and instill the values of enlightened hospitality into his team so they could carry on in his absence. This self-improvement mission would be the spark for Danny’s restaurant empire: Grame

David Kabiller is hugely successful and doesn’t need to do podcast interviews, in fact, he rarely grants requests. Enjoy this special episode with the influential leader who assembled one of the most important quantitative money management firms (AQR) in the world. Key Topics: Introducing David Kabiller [00:46] Tennis talk and how the sport impacted David’s career  [01:56] The early days and how David got interested in the investment world  [6:35] David’s decision to work for Goldman Sachs [9:39] Meeting Cliff Asness, John Liew and Robert Krail and his ability to judge people [12:47] His path to leaving Goldman and starting AQR [15:05] The rewards of managing your own firm [20:42] What David considers his unique ability [22:31] How they identify talent and institutionalize that in their hiring [24:48] How success changed things [28:42] The QUⱯNTA Academy and Insight Program and how both impact the firm [31:36] The importance of work-life balance for AQR’s corporate culture [34:19] How David has taken the lon

Can you continue to pursue and achieve success without raising spoiled children? Marilyn Wechter, returning guest from our very first episode, has over 35 years of experience as a wealth counselor and financial therapist. In this episode, Matt and Marilyn talk about raising children to have a good relationship with money.  What are the characteristics of a spoiled child? How do parents help young people develop patience and learn to love delaying gratification? When do you give your kid a credit card? These are a few of the topics Marilyn covers with Matt. The takeaway is a new lense around how to raise competent, confident, autonomous adults.  Key Topics: Re-introducing Marilyn. [00:44] Changing the way we use money and material benchmarks with kids. [01:56] Exploring why people don’t like talking about money. [02:56] Why you need to get clear about what money means to you. [03:42] Being aware of the messages you’re sending to children. [04:22] Using everyday opportunities to teach your kids about money. [0

In Matt’s words “Cheree Berry Paper is the best paper resource you can find” Cheree Berry 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 and collateral. She is also an author and a former Kate Spade New York art director. Cheree Berry Paper has won 28 American in Graphic Arts awards. Notable partnerships include an occasion-focused retail stationery line for Target, digital invite designs for Paperless Post and a set of 56 U.S. State-themed snowflakes that graced the East Hall of the White House. They have created wedding invitations for celebrities and notable individuals including Chelsea Clinton. They are, at heart, a graphic design company and believe that this is just the tip of the iceberg. Cheree Berry Paper is currently working to expand their product line and aiming to grow their presence in cities across the country. In

Joe Saul-Sehy was a financial planner for 19 years and has been an award-winning member of the financial media world for over a decade. But that’s a totally opposite direction from where he started, growing up in a household where talking about money was taboo. Like many families, his parents would shut down and send him and his siblings out of the room whenever any money talk came up. With nothing to change his course, the financially illiterate boy became a financially illiterate man, and when Joe faced an American Express table on his very first week in college, guess who fell into a predatory credit trap? A couple of lunches “on me” later (and a sweater that would make Duran Duran proud) and Joe was left with bad credit and a bill he had no idea how to settle. But painful as it was, that lesson awoke his passion for personal finance. And he followed that passion straight to his first job in finance, and he hasn’t looked back since. When talking finance, for many people the word brings up images of people

Matt says Dave Butler is one of the most important figures in modern investing. Dave’s path to co-CEO of Dimensional was not a straight one. In fact, it required a detour to Istanbul. Enjoy this conversation taped in Austin, TX. Reaching a height taller than most (6’9”, by some accounts), it was almost inevitable that Dave Butler would play basketball. When an NBA players’ strike meddled with Dave’s professional tryouts, he accepted an offer to try out for a professional team in Istanbul. He nailed it, and for several years played overseas. Unfortunately, an injury derailed his career.  After taking a break to finish his MBA at Berkeley, his mother notified him that he had received a job offer on Wall Street. 48 hours later, Dave was sitting at a desk, learning the ropes at his first job in finance.   But after three years, Dave was disillusioned. The high-pressure culture around buying and selling felt futile. Dave opted to return to his hometown in California and possibly become a teacher and coach basketba

Rick Hill is the word integrity personified. Enjoy this special episode as Matt interviews his friend, partner, and mentor! Rick Hill has seen his share of market booms and busts. Cutting his investment teeth at Wharton, he first practiced investment strategy by advising his own father on his DuPont stock. (Rick was right; Dad should have sold when he told him to.) Realizing he had a passion for investing, Rick set out to become a stock broker, intent upon helping people as an investment advisor. When his first job turned out to be less advising and more selling, Rick knew he wanted to make a change. There was a distinct lack of strategy in the field at the time, and Rick felt he owed his clients more than a sales pitch. Rick decided to switch gears by utilizing his background in finance. He earned a spot at Anheuser-Busch and moved his family to St. Louis. In his time there, he helped to institute the ground-breaking practice of utilizing index funds for pension plans and 401(k)s over actively managed funds,

Where do investment experts come from? Do they hatch from Ivy League MBA programs? Or is it possible to have one of the most gifted investment thinkers emerge from rural America? Jared Kizer grew up on a farm in Tennessee in a small town of 5,000 people. Growing up an avid baseball player, finance was never on his radar. A series of injuries led Jared to an interest in physical therapy, and for a time it looked like that would be how he’d spend his career. Fresh out of physical therapy school and married to a lovely dietician, Jared realized that neither he or his wife had the financial know-how to guide their businesses. Jared went to the local bookstore in search of resources. There, in the quiet aisles of Barnes and Noble, Jared came upon “The Only Guide to a Winning Investment Strategy You’ll Ever Need”, written by the person who would become his future colleague at Buckingham Strategic Wealth, Larry Swedroe. On a whim, Jared reached out to Larry, and eventually their correspondence led to a job intervie

Welcome to the inaugural episode of Take the Long View, hosted by Matt Hall of Hill Investment Group! This is a podcast to help reframe the way you think about your money, emotions, behavior, and time. The goal? Helping you live richly. Matt will talk with the best thought leaders he knows to learn from their meaningful experiences. The common thread will be a view or perspective that isn’t obvious. Take the Long View will highlight world-class thinking and stories in conversation, helping you put the odds of long term success on your side. Joining us on this first episode is Marilyn Wechter. With over 35 years of experience as a financial therapist and wealth counselor, Marilyn is an expert on how human beings relate to money, love and power. Money is often a taboo topic of conversation, and yet it plays a critical role in how we view ourselves. Marilyn has made it her mission to focus her practice on the psychological relationship between wealth and wellbeing. Marilyn’s practice encompasses counsel for indi

Welcome to Take the Long View.   I’m Matt Hall: husband, father, cancer survivor, evidence-based investing evangelist, co-founder of Hill Investment Group, author of Odds On, and now, the host of Take the Long View. This podcast will help you change your frame of reference...so you can put the odds of long-term success on your side. How? By eliminating most of the technical investment stuff and having real-life conversations that matter to real people like you and me. Episodes will span from a psychotherapist who helps us understand why money is such a sensitive subject, to industry-leading advisors who help simplify complex financial decisions, to hugely successful people with compelling stories that don’t necessarily have anything to do with the financial industry. The common thread through it all will be a view or perspective that isn’t obvious. And that’s just the beginning.  Ready to start taking the long view? Be sure to subscribe on Apple, Google, Spotify, or wherever you listen to podcasts because we’