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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20 episodes
Updated Tuesday

Episodes20

Newest first

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.
Tuesday · 1 hr
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.
July 21 · 52 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.
July 14 · 55 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.
July 7 · 56 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.
June 30 · 59 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.
June 23 · 29 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.
June 16 · 50 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.
June 9 · 42 min
Don Phillips: Encouraging Better Outcomes for Investors
Morningstar’s first fund analyst reflects on investing culture, stewardship, and long-term thinking.
June 2 · 50 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.
May 26 · 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.
May 19 · 45 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.
May 12 · 48 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.
May 5 · 55 min
Claudia Sahm: Thinking Through Scenarios in a Whiplash Economy
The noted economist on the impact of supply shocks, the origins of the Sahm rule, why she thinks the Fed will remain in a holding pattern on rates, and more.
April 28 · 59 min
Michael Gates: Why More Advisors Are Migrating to Model Portfolios
BlackRock’s head of model portfolio solutions for the Americas and lead portfolio manager for target-allocation models discusses the growth of model portfolios, the current macroeconomic and market environment, and recent refinements to the risks his team is taking.
April 21 · 47 min
Harry Margolis: How to Confront Aging Challenges Head-On
An eldercare attorney discusses how older adults can navigate estate-planning decisions, common misconceptions about long-term care, and why age 75 is a prime time to reassess housing choices.
April 14 · 43 min
Wade Pfau: Higher Bond Yields Are a Plus for Retirees
The retirement researcher weighs in on in-retirement asset allocation and the best ways to address sequence risk and shares his favorite retirement-spending system and longevity calculator.
April 7 · 55 min
Pat Dorsey: Economic Moats and More
Morningstar’s former head of equity research on what investors get wrong with moats, what to look for in company management, why quantitative screens are less useful than they were, and the process he uses to filter out signal versus noise.
March 31 · 43 min
Bill Yount: How Late Starters Can Find Financial Independence
A high earner chronicles his ‘trifecta of financial mistakes’ and finding his financial footing after age 50.
March 24 · 52 min
Emily Guy Birken: What to Do in the Five Years Before You Retire
The author and retirement expert shares a punch list for near-retirees, how to play catch-up on retirement savings, and why she has changed her mind about long-term-care insurance.
March 17 · 47 min

The Long View

Ryan Frederick: Why Your Home May Matter More Than Your Portfolio Later in Life

Brett Arends: Worried About Outliving Your Money? There’s an Answer

Dana Anspach: Don’t Let Fear Ruin Your Retirement

Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’

Jeremy Grantham: ‘Almost Everything Looks More Attractive Than the US Equity Market’

Will Danoff: ‘Be Very Careful of Unprofitable Companies’

Brian Moriarty and Jack Shannon: Putting Private Markets Funds Through Their Paces

Kathleen Rehl: Helping Widows and the Advisors Who Serve Them

Don Phillips: Encouraging Better Outcomes for Investors

Adam Grossman: Asset Allocation Is an Investor’s Best Defense

Bill Bengen: ‘Inflation Is the Greatest Enemy of Retirees’

Ben Carlson: Exploring Risk and Reward

Amit Wadhwaney: ’Buying Cheap Has a Number of Attractions’

Claudia Sahm: Thinking Through Scenarios in a Whiplash Economy

Michael Gates: Why More Advisors Are Migrating to Model Portfolios

Harry Margolis: How to Confront Aging Challenges Head-On

Wade Pfau: Higher Bond Yields Are a Plus for Retirees

Pat Dorsey: Economic Moats and More

Bill Yount: How Late Starters Can Find Financial Independence

Emily Guy Birken: What to Do in the Five Years Before You Retire