Next Gen Personal Finance

In this episode of the NGPF Podcast, Tim talks with Patrick Geddes, former Morningstar innovator and founder of Aperio. Patrick shares his journey from academia to finance, detailing his experiences as an "accidental entrepreneur" and discussing his book, "Transparent Investing." He explains the pitfalls of the investment industry and the importance of behavioral finance, emphasizing practical strategies for effective investing. This conversation offers essential insights for navigating the complexities of the investment world with clarity and confidence.