The conversations behind more informed wealth decisions. Because insight is valuable but knowing what to do with it matters even more.
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WHAT YOU’LL HEAR
Hosted by Savant Wealth Management Chief Investment and Advice Officer Zach Ivey, The Real Return goes beyond market commentary to explore the decisions that shape financial lives, from retirement income strategies and tax-efficient wealth planning to business succession, equity compensation, divorce, estate planning, and more. Through conversations with leading economists, academics, practitioners, and industry thought leaders, Zach explores the ideas, trends, and strategies influencing today’s financial landscape.
Every episode concludes with The Real Wrap-Up, where Chief Experience Officer, Rob Morrison, joins Savant advisors to break down key takeaways from the educational conversations and discuss what they can mean for real-world financial planning.
Whether you’re preparing for retirement, managing significant assets, navigating a major life transition, or simply looking for a clearer perspective on today’s financial environment, The Real Return provides thoughtful conversations designed to inform, challenge, and provide perspective.
In this episode of The Real Return, Zach Ivey, chief investment and advice officer, sits down with Christine Benz, director of personal finance and retirement planning at Morningstar and the author of How to Retire.
The Real Return is a podcast produced by Savant Wealth Management. The content of this podcast is provided for informational and educational purposes only and should not be construed as personalized investment, tax, legal, or accounting advice. Before implementing any strategy discussed, please consult your financial, tax, or legal professional regarding your specific situation.