The Long View
Morningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist
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Recent Episodes
Kathleen Rehl: Helping Widows and the Advisors Who Serve Them
Our guest on the podcast today is Kathleen Rehl. Kathleen is an author, educator, speaker, and certified financial planner dedicated to empowering widows financially and guiding the professionals who…
Don Phillips: Encouraging Better Outcomes for Investors
Our guest on the podcast today is Don Phillips. Don is a managing director for Morningstar. He joined the company in 1986 as its first mutual fund analyst and soon became editor of the flagship print…
Adam Grossman: Asset Allocation Is an Investor’s Best Defense
Our guest on the podcast today is Adam Grossman. Adam’s the founder of Mayport, a fixed-fee wealth management firm. He’s also a regular contributor to Humble Dollar, the website founded by late…
Bill Bengen: ‘Inflation Is the Greatest Enemy of Retirees’
Listen Now: Listen and subscribe to Morningstar’s The Long View from your mobile device: Apple Podcasts | Spotify Our guest on the podcast today is William Bengen. Bill has been a prolific researcher…
Ben Carlson: Exploring Risk and Reward
Listen Now: Listen and subscribe to Morningstar’s The Long View from your mobile device: Apple Podcasts | Spotify Today on the podcast, we welcome back Ben Carlson, who’s the author of a new book…
Amit Wadhwaney: ’Buying Cheap Has a Number of Attractions’
Today’s guest on The Long View is Amit Wadhwaney, portfolio manager and co-founder at Moerus Capital Management. Amit has over 30 years of experience researching and analyzing investment…
Claudia Sahm: Thinking Through Scenarios in a Whiplash Economy
Our guest on the podcast today is Claudia Sahm. Claudia is chief economist at New Century Advisors, the founder of Sahm Consulting, and a regular contributor at Bloomberg Opinion. She has policy and…
Michael Gates: Why More Advisors Are Migrating to Model Portfolios
Today’s guest on The Long View is Michael Gates. Gates is the head of model portfolio solutions for the Americas and the lead portfolio manager for target-allocation models at BlackRock. BlackRock’s…
Harry Margolis: How to Confront Aging Challenges Head-On
Our guest on the podcast today is Harry Margolis. Harry has been representing seniors, individuals with special needs, and their families since he started ElderLaw Services, the predecessor of…
Wade Pfau: Higher Bond Yields Are a Plus for Retirees
Our guest on the podcast today is retirement researcher Wade Pfau. Wade is the founder of Retirement Researcher, an educational resource on retirement planning for individuals and financial advisors.…
Pat Dorsey: Economic Moats and More
Today’s guest on The Long View is Pat Dorsey. Pat is the founder of Dorsey Asset Management, a boutique asset manager serving institutional clients. From 2000 to 2011, Pat was the director of equity…
Bill Yount: How Late Starters Can Find Financial Independence
Our guest on the podcast today is Bill Yount. Bill is a practicing emergency physician. He’s also co-host of a podcast called Catching Up to Fi, where he and Jackie Cummings Koski discuss pursuing…
Emily Guy Birken: What to Do in the Five Years Before You Retire
Our guest on the podcast today is Emily Guy Birken. Emily’s the author of The Five Years Before You Retire. She also co-authored Stacked: Your Super-Serious Guide to Modern Money Management, with Joe…
Jamie Hopkins and Bonnie Treichel: Why You Can’t Set and Forget a Retirement Plan
Our guests on the podcast today are Jamie Hopkins and Bonnie Treichel, who are co-authors of a new book, Your Retirement Sketchbook. Jamie is the CEO of Bryn Mawr Trust Advisors, Chief Wealth Officer…
David Bach: ‘Start Enjoying Your Life Sooner’
Our guest on the podcast today is David Bach. David is the author of 12 national bestselling books, including The Latte Factor; Smart Women Finish Rich; Start Late, Finish Rich; and The Automatic…
Hilary Wiek: Perspective on Private Markets
Today’s guest on The Long View is Hilary Wiek. Hilary is a principal analyst at PitchBook, where she leads PitchBook’s coverage of fund strategies and performance, publishing primary research on the…
Jim O’Shaughnessy: Investing Lessons From a Lifelong Learner
Our guest on the podcast today is Jim O’Shaughnessy. Jim founded O’Shaughnessy Asset Management, a quantitative investment management firm in 1993. Franklin Templeton acquired the firm in 2021. Jim…
Sara Devereux: Bonds Are Still Ballast
Today’s guest on The Long View is Sara Devereux. Sara is the Chief Investment Officer of Vanguard Capital Management and Global Head of Fixed Income. She oversees the investment professionals…
Sally Balch Hurme: Getting Your Affairs in Order as You Get Older
Our guest on the podcast today is Sally Balch Hurme. Sally is the author of Checklist for My Family: A Guide to My History, Financial Plans and Final Wishes, as well as several other books. She…
Leyla Kunimoto: Why Investors in Private Markets Need a Louder Voice
Our guest on the podcast today is Leyla Kunimoto. Leyla is the founder and editor of Accredited Investor Insights, a newsletter that helps investors navigate private markets. She writes about private…
Frequently Asked Questions
The Long View has published 377 episodes since May 2019, covering topics in Business, Careers.
The Long View is currently highly active with new episodes weekly. Average episode length is 52m.
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