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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 Wednesday.

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26 episodes
weekly
Avg 50 min
English

Episodes 26

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#389
Tuesday · 52 min
Jeff Ptak: The Simple Secret to Becoming a Better Investor
The author of Morningstar’s Mind the Gap research on why investors can benefit from simpler portfolios, less trading, and avoiding the temptation to chase performance.
#388
September 8 · 48 min
Jean Chatzky: How to Create a Forever Paycheck for Retirement
The personal finance expert explains why retirees struggle to spend their savings, how to build reliable retirement income, and why she changed her mind about annuities.
#387
September 1 · 50 min
David Booth: ‘The Markets Work Well for Everybody, Not Just the Insiders’
The founder of Dimensional Fund Advisors explains how financial science made investing more accessible and why ordinary investors don’t need to outguess the market.
#386
August 25 · 54 min
Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, And Other Lessons for Building a Better Portfolio
The authors of ‘The Architecture of Wealth’ share insights from working with Jack Bogle and decades of research on diversification, indexing, active management, and behavioral bias.
#385
August 18 · 51 min
Jeff Ptak: The Simple Secret to Becoming a Better Investor
The author of Morningstar’s Mind the Gap research on why investors can benefit from simpler portfolios, less trading, and avoiding the temptation to chase performance.
#384
August 11 · 54 min
Nick Maggiulli: Climbing the Wealth Ladder
The author and blogger discusses how financial priorities should change with income and net worth, the money/happiness connection, and why deciding how to spend is just as important as deciding how to invest.
#383
August 4 · 39 min
Stefan Sharkansky: The Retirement Spending Plan That Adapts as Markets Change
The statistician says rigid withdrawal rates often cause retirees to underspend. He has a formula that balances secure income with flexible spending.
#382
July 28 · 1 hr
Ryan Frederick: Why Your Home May Matter More Than Your Portfolio Later in Life
In retirement, we ‘underestimate the financial opportunity cost of owning a home’ and how much it can influence health and wealth, says the expert in housing and longevity.
#381
July 21 · 52 min
Brett Arends: Worried About Outliving Your Money? There’s an Answer
The retirement columnist weighs in on income annuities, investing FOMO, and the appeal of TIPS. Plus, the crisis he sees in Social Security.
#380
July 14 · 55 min
Dana Anspach: Don’t Let Fear Ruin Your Retirement
The financial planner and author talks about building a strategy to endure the ‘retirement red zone’ and avoid underspending.
#379
July 7 · 56 min
Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’
Two financial planners share tax-smart strategies for before and during retirement.
#378
June 30 · 59 min
Jeremy Grantham: ‘Almost Everything Looks More Attractive Than the US Equity Market’
The GMO co-founder weighs in on bubbles, AI hype, environmental issues, and where investors can find better values.
#377
June 23 · 29 min
Will Danoff: ‘Be Very Careful of Unprofitable Companies’
The veteran Fidelity Contrafund stock-picker on why earnings drive returns, how he evaluates management teams, and what separates lasting winners from early rocket ships.
#376
June 16 · 50 min
Brian Moriarty and Jack Shannon: Putting Private Markets Funds Through Their Paces
Morningstar’s Manager Research team has cast its gaze on a newer class of funds that aims to widen investors’ access to private markets. We discuss the process the team plies in doing its due diligence on these funds, their prospective risks and rewards, and the overarching objective of the team’s research—sending clear and actionable signals to investors.
#375
June 9 · 42 min
Kathleen Rehl: Helping Widows and the Advisors Who Serve Them
Author and educator Kathleen Rehl discusses widowhood, estate planning, and finding purpose in later life.
#374
June 2 · 50 min
Don Phillips: Encouraging Better Outcomes for Investors
Morningstar’s first fund analyst reflects on investing culture, stewardship, and long-term thinking.
#373
May 26 · 45 min
Adam Grossman: Asset Allocation Is an Investor’s Best Defense
A flat-fee financial advisor and columnist discusses why less complicated portfolios are usually best, how he addresses inflation risk in client portfolios, and his biggest worry for new retirees.
#372
May 19 · 45 min
Bill Bengen: ‘Inflation Is the Greatest Enemy of Retirees’
The author and creator of ‘the 4% rule’ discusses the pros and cons of various withdrawal strategies and key risk factors facing retirees today.
#371
May 12 · 48 min
Ben Carlson: Exploring Risk and Reward
The author of a new book about investing discusses the ‘automatic investing revolution’, what investors can learn from past bubbles, and the role of complacency in today’s market environment.
#370
May 5 · 55 min
Amit Wadhwaney: ’Buying Cheap Has a Number of Attractions’
The international value investor and Moerus co-founder on the importance of conviction, survivability, risk aversion, industry structure, and opportunities for value investors in today’s market.

Showing 1–20 of 26 episodes