44 episodes

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-range of topics, such as asset allocation and balancing risk and return.

The Long View Morningstar

    • Investing

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-range of topics, such as asset allocation and balancing risk and return.

    Sallie Krawcheck: 'Companies Should Do Better'

    Sallie Krawcheck: 'Companies Should Do Better'

    The Ellevest founder discusses how advisors fail their female clients, the lack of gender diversity in financial services, and why firms should be working to close the gender pay gap.

    • 46 min
    Annamaria Lusardi: 'Financial Education Works'

    Annamaria Lusardi: 'Financial Education Works'

    A noted researcher discusses the state of financial literacy in the U.S., the connection with income inequality, and what works with financial education.

    • 50 min
    Jeff Levine: Cracking the New Retirement Code

    Jeff Levine: Cracking the New Retirement Code

    The tax- and financial-planning specialist weighs in on how sweeping new legislation affects IRA withdrawals, charitable giving, 401(k) plans, and more.

    • 56 min
    Ben Carlson: How Not to Get Scammed

    Ben Carlson: How Not to Get Scammed

    The popular blogger at 'A Wealth of Common Sense' examines some of the most notorious financial scams and the lessons they impart in his new book, 'Don't Fall for It.

    • 46 min
    Will Danoff: Succeeding at Scale

    Will Danoff: Succeeding at Scale

    Fidelity Contrafund's longtime star manager on why he runs money, how his definition of "edge" has evolved, the best way to engage with analysts and company management, and more.

    • 1 hr 1 min
    Jon Hale: ESG Is a Paradigm Shift

    Jon Hale: ESG Is a Paradigm Shift

    Our global ESG research leader on how sustainable investing has evolved and what comes next as it goes mainstream.

    • 52 min

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