Our guest on the podcast today is Adam Grossman. Adam’s the founder of Mayport, a fixed-fee wealth management firm. He’s also a regular contributor to Humble Dollar, the website founded by late financial writer Jonathan Clements. Before founding Mayport, Adam worked as an investment advisor or analyst at several firms, including Middleton & Company, Ballentine Partners, and MFS Investment Management. He also founded About Face Software, a social networking software firm. Adam received his undergraduate degree from Williams College and his MBA from MIT Sloan School of Management, and he’s also a CFA charterholder.

00:00:00 Introduction

00:01:16 Writing for Humble Dollar and Jonathan Clements

00:05:15 How Flat‑Fee Advice Beats AUM Pricing

00:10:29 Helping Investors Stay Calm in Market Stress

00:17:30 Simple Stock/Bond Portfolios Still Work

00:22:58 How to Protect Your Portfolio Before Retirement

00:27:20 Social Security Timing: Math Versus Emotions

00:34:19 How AI Is Changing Financial Advice

Bill Bengen: ‘Inflation Is the Greatest Enemy of Retirees’

Jim O’Shaughnessy: Investing Lessons From a Lifelong Learner

Harry Margolis: How to Confront Aging Challenges Head-On

If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com.

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