The Long View
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The Long View
Expand your investing horizons and look to the long term. Join hosts Christine Benz, Amy C. Arnott, and Ben Johnson as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
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25 epizod
Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’
Our guests on the podcast today are Cody Garrett and Sean Mullaney. They’re both advice-only financial planners, and they’re the co-authors of a new b...
Andy Reed: Inertia Is the Most Powerful Force in Behavioral Finance
Bio
“The Theory Behind the Age-Related Positivity Effect,” Andrew Reed and Laura Carstensen, NIH.gov, Sept. 27, 2012.
“Investing Without B...
Cullen Roche: What Is Your Perfect Portfolio?
Today on the podcast we welcome back Cullen Roche. He has a new book out called Your Perfect Portfolio: The Ultimate Guide to Using the World’s Most P...
Best of The Long View 2025: Financial Planning and Retirement
Hi and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. On this week’s episode, we...
Best of The Long View 2025: Investing
Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. In this episode, we’ll share some of our favorite clips from...
Lyle Fitterer: The State of the Municipal Bond Market Today
Our guest on the podcast today is Lyle Fitterer, a senior portfolio manager and co-lead on the municipal bond sector for Baird Advisors. He has 36 yea...
Joy Loverde: Planning Ahead for Care Needs as You Get Older
Our guest on the podcast today is Joy Loverde. Joy is the author of Who Will Take Care Of Me When I’m Old? and The Complete Eldercare Planner. She als...
Mark Higgins: Financial History Is More Relevant Than People Think
Our guest on the podcast today is Mark Higgins. Mark serves as senior vice president for IFA Institutional, where he specializes in providing advisory...
The Morning Filter: Why 2026 Could Be a Breakout Year for Dividend Stocks
Today on The Long View, we’re featuring an episode from another Morningstar podcast, The Morning Filter, which you can subscribe to on Apple podcasts...
Eric Jacobson: The Entire Face of the Bond Market Has Changed
Our guest this week is our colleague, Eric Jacobson. Eric is a senior principal for fixed-income strategies on Morningstar’s Manager Research team. He...
Dan Haylett: ‘The Retirement You Didn’t See Coming’
Our guest on the podcast today is Dan Haylett, who’s the author of a new book called The Retirement You Didn’t See Coming. Dan is a financial...
Callie Cox: A Student Teacher of Financial Markets
Today’s guest on The Long View is Callie Cox. Callie is the chief market strategist at Ritholtz Wealth Management, where she helps the firm’s clients...
Beth Pinsker: Lessons From ‘My Mother’s Money’
Our guest on the podcast today is Beth Pinsker. She’s a certified financial planner and the author of a new book called My Mother’s Money: A Guide to...
Doug and Heather Boneparth: How Couples Can Find Financial Harmony
Today on the podcast, we’re going to be chatting with Heather and Doug Boneparth. They’re co-authors of a new book called Money Together: How to Find...
Carl Richards: The Case for ‘Deeply Human’ Financial Advice
Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Today on the podcast we we...
Mike Pyle: Looking for Uncorrelated Sources of Return
Our guest this week is Mike Pyle of BlackRock. Mike is managing director and deputy head of the Portfolio Management Group, which encompasses BlackRoc...
Barry Ritholtz: ‘How Not to Invest’
Today on the podcast, we’re welcoming Barry Ritholtz. He’s co-founder, chairman, and chief investment officer of Ritholtz Wealth Management, a firm th...
Kerry Hannon: What Gen Xers Need to Know About Their Retirement Plans
Our guest on the podcast today is Kerry Hannon. Kerry is a senior columnist and on-air expert for Yahoo Finance and writes about retirement, jobs, car...
Dana Anspach and Fritz Gilbert: ‘This Is What a Joyful Retirement Could Feel Like’
Today on the podcast, we welcome back two previous guests. Dana Anspach is the founder and CEO of the financial planning firm, Sensible Money, based i...
Larry Jacobson: ‘The Good Things in Our Life Are What Get in the Way of Great Things’
Our guest on the podcast today is author and retirement coach, Larry Jacobson. Larry is the author of a book called Your Ideal Retirement Workbook, A...
Scott Bondurant: Why Mean Reversion Means Your Portfolio Should Have More Stocks
Our guest on the podcast today is Scott Bondurant. Scott is the founder and chief investment officer of Bondurant Investment Advisory, a registered in...
Joe Davis: How to Capitalize on ‘Megatrends’
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Our guest on the podcast today...
Neil Shearing: The World Isn’t Deglobalizing; It’s Fracturing
Our guest this week is Neil Shearing. Neil is Group Chief Economist at Capital Economics and the author of a new book, The Fractured Age: How the Retu...
Lawrence Lam: ‘The Types of Companies That Attract Me Are Founder-Led and Profitable’
Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Lawrence Lam. Lawrence is managing dir...
The Biggest Risk Investors Face Today
Today on The Long View, we’re featuring an episode from another Morningstar podcast, The Morning Filter, which you can subscribe to on Apple podcasts...