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 chan...
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The Long View
Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak as they talk to influential leaders in investing, advice, and personal finance about a wide-...
Episodes
20 of 390 episodesDavid 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...
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...
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 tempt...
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 d...
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...
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...
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.
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.
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.
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.
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 wi...
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...
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.
Don Phillips: Encouraging Better Outcomes for Investors
Morningstar’s first fund analyst reflects on investing culture, stewardship, and long-term thinking.
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 cl...
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 to...
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...
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, an...
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...