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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.

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33 episodes
weekly
Avg 51 min
English

Episodes 33

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#396
Yesterday · 57 min
Jim Dahle: Is Avoiding Taxes Costing You Money?
The founder of ‘The White Coat Investor’ explores when tax strategies aren’t worth the trouble, the trade-offs of private investments, and his approach to giving children an early inheritance.
#395
October 27 · 58 min
Joseph Moore: The Investments That Matter Most May Not Be in Your Portfolio
The author of ‘How to Get Rich in American History’ explores how career choices, business ownership, and marriage can shape financial success.
#394
October 20 · 53 min
Mike Piper: Scammers Are Getting Smarter. Is Your Financial Security Keeping Up?
The personal finance author explains how AI is changing scams, why passkeys offer stronger protection, and how to make your financial accounts harder to compromise.
#393
October 13 · 52 min
Spencer Look and Jack VanDerhei: The Assumptions That Can Put Your Retirement at Risk
Morningstar’s retirement researchers explain why your plan needs to account for potential Social Security changes, long-term-care costs, and a longer life.
#392
October 6 · 49 min
Erin Moriarity: My Dad Lost About $1.5 Million on Bad Investments. Here’s How to Avoid His Mistakes
The creator of ‘Erin Talks Money’ discusses the value of professional advice, preparing for cognitive decline, and fear-based underspending.
#391
September 29 · 1 hr 8 min
Robin Wigglesworth: Why Bonds Are Behind Every Financial Boom and Bust
The Financial Times journalist and author of ‘A Fabulous Debt’ explains how bonds accelerate economic growth but have also contributed to some of history’s most significant financial crises.
#390
September 22 · 49 min
Elliott Appel: Caring for My Father Put My Life on Pause for 7 Years. Here’s What I Learned
The financial planner’s family dealt with his dad’s cancer diagnosis, substance abuse, and cognitive impairment. Even if your situation is less fraught, he suggests getting help.
#389
September 15 · 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.

Showing 1–20 of 33 episodes