Joseph Moore: The Investments That Matter Most May Not Be in Your Portfolio
The author of ‘How to Get Rich in American History’ explores how career choices, business ownership, and marriage can shape financial succes...
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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 397 episodesMike Piper: Scammers Are Getting Smarter. Is Your Financial Security Keeping Up?
The personal finance author explains how AI is changing scams, why passkeys offer stronger protection, and how to make your financial accoun...
Spencer Look and Jack VanDerhei: The Assumptions That Can Put Your Retirement at Risk
Morningstar’s retirement researchers explain why your plan needs to account for potential Social Security changes, long-term-care costs, and...
Erin Moriarity: My Dad Lost About $1.5 Million on Bad Investments. Here’s How to Avoid His Mistakes
The creator of ‘Erin Talks Money’ discusses the value of professional advice, preparing for cognitive decline, and fear-based underspending.
Robin Wigglesworth: Why Bonds Are Behind Every Financial Boom and Bust
The Financial Times journalist and author of ‘A Fabulous Debt’ explains how bonds accelerate economic growth but have also contributed to so...
Elliott Appel: Caring for My Father Put My Life on Pause for 7 Years. Here’s What I Learned
The financial planner’s family dealt with his dad’s cancer diagnosis, substance abuse, and cognitive impairment. Even if your situation is l...
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...
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...
David 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...