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The Long View

Morningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist

Empowering long-term investors with actionable insights on retirement, personal finance, and portfolio strategy. Hosts Christine Benz, Amy Arnott, and Ben Johnson talk with influential leaders in finance and investing every week.

Sito del podcast

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Episodi

399 episodi

  1. Meb Faber: 2 Big Mistakes Investors Make With Their Portfolios 52:13
  2. Jim Dahle: Is Avoiding Taxes Costing You Money? 57:52
  3. Joseph Moore: The Investments That Matter Most May Not Be in Your Portfolio 58:35
  4. Mike Piper: Scammers Are Getting Smarter. Is Your Financial Security Keeping Up? 53:08
  5. Spencer Look and Jack VanDerhei: The Assumptions That Can Put Your Retirement at Risk 52:40
  6. Erin Moriarity: My Dad Lost About $1.5 Million on Bad Investments. Here’s How to Avoid His Mistakes 49:25
  7. Robin Wigglesworth: Why Bonds Are Behind Every Financial Boom and Bust 1:08:10
  8. Elliott Appel: Caring for My Father Put My Life on Pause for 7 Years. Here’s What I Learned 49:17
  9. Jeff Ptak: The Simple Secret to Becoming a Better Investor 52:03
  10. Jean Chatzky: How to Create a Forever Paycheck for Retirement 48:31
  11. David Booth: ‘The Markets Work Well for Everybody, Not Just the Insiders’ 50:27
  12. Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, And Other Lessons for Building a Better Portfolio 54:08
  13. Jeff Ptak: The Simple Secret to Becoming a Better Investor 51:51
  14. Nick Maggiulli: Climbing the Wealth Ladder 54:53
  15. Stefan Sharkansky: The Retirement Spending Plan That Adapts as Markets Change 39:39
  16. Ryan Frederick: Why Your Home May Matter More Than Your Portfolio Later in Life 1:00:48
  17. Brett Arends: Worried About Outliving Your Money? There’s an Answer 52:34
  18. Dana Anspach: Don’t Let Fear Ruin Your Retirement 55:50
  19. Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’ 56:38
  20. Jeremy Grantham: ‘Almost Everything Looks More Attractive Than the US Equity Market’ 59:09
  21. Will Danoff: ‘Be Very Careful of Unprofitable Companies’ 29:50
  22. Brian Moriarty and Jack Shannon: Putting Private Markets Funds Through Their Paces 50:25
  23. Kathleen Rehl: Helping Widows and the Advisors Who Serve Them 42:20
  24. Don Phillips: Encouraging Better Outcomes for Investors 50:02
  25. Adam Grossman: Asset Allocation Is an Investor’s Best Defense 45:21
  26. Bill Bengen: ‘Inflation Is the Greatest Enemy of Retirees’ 45:13
  27. Ben Carlson: Exploring Risk and Reward 48:52
  28. Amit Wadhwaney: ’Buying Cheap Has a Number of Attractions’ 55:10
  29. Claudia Sahm: Thinking Through Scenarios in a Whiplash Economy 59:02
  30. Michael Gates: Why More Advisors Are Migrating to Model Portfolios 47:00
  31. Harry Margolis: How to Confront Aging Challenges Head-On 43:45
  32. Wade Pfau: Higher Bond Yields Are a Plus for Retirees 55:23
  33. Pat Dorsey: Economic Moats and More 43:05
  34. Bill Yount: How Late Starters Can Find Financial Independence 52:20
  35. Emily Guy Birken: What to Do in the Five Years Before You Retire 47:56
  36. Jamie Hopkins and Bonnie Treichel: Why You Can’t Set and Forget a Retirement Plan 44:02
  37. David Bach: ‘Start Enjoying Your Life Sooner’ 57:39
  38. Hilary Wiek: Perspective on Private Markets 49:37
  39. Jim O’Shaughnessy: Investing Lessons From a Lifelong Learner 1:02:01
  40. Sara Devereux: Bonds Are Still Ballast 56:28
  41. Sally Balch Hurme: Getting Your Affairs in Order as You Get Older 50:36
  42. Leyla Kunimoto: Why Investors in Private Markets Need a Louder Voice 52:56
  43. Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’ 56:14
  44. Andy Reed: Inertia Is the Most Powerful Force in Behavioral Finance 56:42
  45. Cullen Roche: What Is Your Perfect Portfolio? 59:08
  46. Best of The Long View 2025: Financial Planning and Retirement 33:19
  47. Best of The Long View 2025: Investing 50:42
  48. Lyle Fitterer: The State of the Municipal Bond Market Today 57:23
  49. Joy Loverde: Planning Ahead for Care Needs as You Get Older 51:49
  50. Mark Higgins: Financial History Is More Relevant Than People Think 51:30