The Long View

Morningstar

The Long View

Morningstar

Empowering long-term investors with actionable insights on retirement, personal finance, and portfolio strategy. Hosts Christine Benz, Amy Arnott, and Ben Johnson talk with influential leaders in finance and investing every Wednesday.

Apr 28

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 research expertise in macroeconomics, consumer spending, ...

Apr 21

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 target-allocation models have been adopted by a large and...

Apr 14

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 Margolis Bloom & D’Agostino in June 1987. His firm helps client...

Apr 07

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. He’s co-founder of the Retirement Income Style Awareness...

Mar 31

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 research for Morningstar, where he led the growth of Morn...

Mar 24

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 financial independence later in life. Bill received his bac...

Mar 17

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 Saul-Sehy. Other books include End Financial Stress Now,...

Mar 10

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 of WSFS Bank, and founder of the FinServ Foundation. He’...

Mar 03

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 Millionaire. He just released the 20th anniversary edition o...

Feb 24

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 alternative space. Hilary also leads PitchBook’s coverage...

Feb 17

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 is also an author of several books, including Invest Like ...

Feb 10

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 responsible for portfolio management, trading, and research for ...

Feb 03

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 worked at AARP for 23 years and has written more than 20 law r...

Jan 27

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 equity, private credit, and real estate, focusing on the...

Jan 20

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 book called Tax Planning To and Through Early Retirement. Cody is a certified financial planner and the fou...

Jan 13

Andy Reed: Inertia Is the Most Powerful Force in Behavioral Finance

BACKGROUND Bio ARTICLES AND PAPERS DISCUSSED “The Theory Behind the Age-Related Positivity Effect,” Andrew Reed and Laura Carstensen, NIH.gov, Sept. 27, 2012. “Investing Without Blind Spots,” Better Vantage podcast, Nov. 12, 2025. “Out of Sight, Out ...

Jan 06

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 Powerful Investment Strategies. Cullen is also the founder and chief investment officer of Discipline Funds...

2025/12/30

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 will feature some of our favorite clips from interviews we have done with financial planners, advisors, an...

2025/12/23

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 2025 interviews with portfolio managers, economists, and investment researchers. It’s a companion to Chris...

2025/12/16

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 years of experience managing bond portfolios. Prior to joining Baird in 2019, he served as the co-head of glo...