190 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

    • Business

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.

    Wesley Gray: Perspectives on Market Efficiency, Investor Behavior, and ETFs

    Wesley Gray: Perspectives on Market Efficiency, Investor Behavior, and ETFs

    The author and founder of Alpha Architect on the case for trend-following, when buy-and-hold makes sense, value investing’s slump and rebound, and more.

    • 57 min
    Dr. Preston Cherry: ‘Money and Life Intertwined’

    Dr. Preston Cherry: ‘Money and Life Intertwined’

    A financial planner and financial planning professor on the value of mentors at every life stage, the evolution of financial advice, and what works in financial education.

    • 54 min
    Feraud Calixte: ‘Your Self-Worth Is Not Your Net Worth’

    Feraud Calixte: ‘Your Self-Worth Is Not Your Net Worth’

    A financial planner discusses how the hourly model for financial advice serves clients who are shut out of traditional advice models.

    • 52 min
    Roger Whitney: ‘Retirement Planning Is Not Financial Planning’

    Roger Whitney: ‘Retirement Planning Is Not Financial Planning’

    A financial planner and podcaster on what the current market environment means for retirement portfolio planning and the key contributors to success later in life.

    • 55 min
    Morgan Housel: ‘Little Rules About Big Things’

    Morgan Housel: ‘Little Rules About Big Things’

    The best-selling author on what makes financial paradoxes interesting, why stories are the best way to teach about money, what constitutes financial freedom, and more.

    • 53 min
    Julien and Kiersten Saunders: ‘How Much Is Enough?’

    Julien and Kiersten Saunders: ‘How Much Is Enough?’

    The hosts of the rich & REGULAR podcast discuss their journey toward financial independence, the racial wealth gap, and getting off the social-media treadmill.

    • 55 min

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