Simple, but Not Easy
Hosted by Ricky Williamson · Morningstar
4.3from 107 ratings
- 136
- Episodes
- 20
- Transcribed
- 107
- Ratings
- Monthly
- Cadence
- 2019
- First episode
About Simple, but Not Easy
Morningstar's podcast for financial advisors.
- Publisher
- Morningstar
- Category
- business · news · science
- Language
- en
- Explicit
- No
- First episode
- 14 Jun 2019
- Latest episode
- 21 Jul 2026
Latest episodes
20 of 136 episodes have a transcript.
21 Jul 2026TRANSCRIPT
Helping Financial Advisors Think Through Private Market Investing with Apollo's Lucy Xin
26 May 2026TRANSCRIPT
Rule #1: Be Someone Clients Want to Take a Phone Call From – With Creative Planning’s Jeff Stolper
26 May 2026TRANSCRIPT
Rule #1: Be Someone Clients Actually Want to Call Back – With Creative Planning’s Jeff Stolper
Inside a recent episode
Helping Financial Advisors Think Through Private Market Investing with Apollo's Lucy Xin
Published 21 Jul 2026 · Transcript excerpt
[…] So you also asked, what did those numbers missed? And I just added to the pile of numbers, but I think What the numbers miss or overlook is that there's a bit of a category error here. There's a mistake in how the numbers get lined up, like $130 trillion in public, $145 trillion in fixed income, and $20 trillion in private markets. It feels like private markets are spoken about as the third or fourth thing you allocate to next to stocks and bonds. But the industry has really been evolving towards not separating liquid from illiquid. Two reasons why. Private equity or private credit is, you know, it's equity, it's credit. […]
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See plansWho has been a guest on Simple, but Not Easy
Names identified in recent episode analyses. Showing up to five guests.
- Lucy Xin
- Jeff Stolper
- Eden Ovadia
- Brent Brodeski
- Philip Straehl
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 4.2 / 5
- 86 ratings
- Spotify
- 4.5 / 5
- 21 ratings
Podcast Authority Score: 46 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 55
- Social presence
- 0
- YouTube
- 0
- Engagement
- 92
Contact Simple, but Not Easy
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Simple, but Not Easy
Who hosts Simple, but Not Easy?
Ricky Williamson host the show. Published by Morningstar.
How often do new episodes come out?
The show publishes monthly, based on its RSS feed.
Does Simple, but Not Easy take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
20 of 136 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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