The Long View
Morningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist Visit website › Business · EN · 399 episodes · latest 2026-11-10
What it is about
Publisher’s own description, taken unchanged from the podcast feed.
2025 Morningstar, Inc.
Latest episodes
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The Cambria co-founder explains why investing in just one country is ‘a terrible idea’ and why a written investment plan is critical.
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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.
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The author of ‘How to Get Rich in American History’ explores how career choices, business ownership, and marriage can shape financial success.
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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.
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Morningstar’s retirement researchers explain why your plan needs to account for potential Social Security changes, long-term-care costs, and a longer life.
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The creator of ‘Erin Talks Money’ discusses the value of professional advice, preparing for cognitive decline, and fear-based underspending.
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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.
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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.
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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.
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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.
Episode details from the publisher’s feed. Playback happens at the publisher.
Publisher details
- Owner
- Morningstar
- Oldest episode in feed
- 05/2019 · over 7 years
- Typical length
- 52 min
- Format
- Episodic Newest first, episodes stand alone
- Keywords
- investors, jeff ptak, investing, financial services, long-term investing, influential investors, investing leaders, finance
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