The Long View

Morningstar
Morningstar
  • 5.0 (1)
  • Investing
  • Updated weekly

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.

  1. 18 hr ago

    Dana Anspach: Don’t Let Fear Ruin Your Retirement

    Today on the podcast, we welcome back Dana Anspach. Dana’s the author of a new book about retirement called Living Off Your Acorns: Your Guide to the Four Phases of Retirement. This is her third book. Earlier books are Control Your Retirement Destiny and Social Security Sense. Dana is also founder and CEO of the financial planning firm Sensible Money, based in Scottsdale, Arizona, and she has been practicing as a financial planner since 1995. In addition, Dana’s the author of the lecture series, How to Plan for the Perfect Retirement, available on The Great Courses, and she has been blogging about her own retirement journey on The Retirement Manifesto website. Episode Highlights 00:00:00 The “Pre-Go” Phase, Unplanned Early Retirement, and Working Longer 00:10:19 “Retirement Red Zone” Risks, Two-Bucket Strategy, and Building a Bond Ladder 00:17:34 Balancing Guaranteed Income and Annuities 00:21:54 TIPS, Cash Flow Projections, and Getting Comfortable Spending 00:31:33 Strategies for Long-Term Care 00:36:19 Planning the Transition to Retirement 00:40:34 Estimating Longevity, Lost Decade Potential, and Inflation Risk 00:46:11 Minimizing Taxes and Mitigating Financial Fraud Risk More From Morningstar Dana Anspach and Fritz Gilbert: ‘This Is What a Joyful Retirement Could Feel Like’ Adam Grossman: Asset Allocation Is an Investor’s Best Defense Bill Bengen: ‘Inflation Is the Greatest Enemy of Retirees’ If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  2. 7 Jul

    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 founder of Measure Twice Money, where he helps DIY investors make informed decisions aligned with their values. He also leads Measure Twice Planners, which is an educational community for financial planners. Sean Mullaney is a certified public accountant and head of Mullaney Financial & Tax. He also writes the blog, TheFITaxGuy.com, which is focused on the intersection between financial independence and taxes. Episode Highlights 00:00:00 Introduction 00:01:27 Defining Early Retirement, the 4% Rule, and Withdrawal Strategies 00:11:03 Fear-Based Tax Narratives and Retirement Calculators 00:15:10 Rethinking Future Tax Rate Assumptions 00:23:14 Retirement Savings Tax Trade-Offs 00:30:08 Taxable Accounts in Early Retirement 00:32:29 Backdoor Roth IRAs, Asset Allocation, and Sequence Risk 00:44:03 RMDs, Roth Conversions, and Retirement Planning Tools More From Morningstar Bill Bengen: ‘Inflation Is the Greatest Enemy of Retirees’ A Tax-Smart Plan for In-Retirement Withdrawals in 3 Steps Morningstar’s Tax-Planning and IRA Resources for 2026 If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  3. 30 Jun

    Jeremy Grantham: ‘Almost Everything Looks More Attractive Than the US Equity Market’

    Today on the podcast, we’re delighted to welcome back Jeremy Grantham to discuss his book, The Making of a Permabear: The Perils of Long-term Investing in a Short-term World, which he co-authored with Edward Chancellor. Jeremy is the long-term investment strategist at his namesake firm, Grantham, Mayo, Van Otterloo & Company, or GMO, which he co-founded in 1977. He serves on GMO’s asset-allocation committee and board of directors. Prior to GMO, Jeremy was co-founder of Batterymarch Financial Management and, before that, was an economist at Royal Dutch Shell. He earned his undergraduate degree from the University of Sheffield and his MBA from Harvard University. Jeremy is a member of the Academy of Arts and Sciences, holds a CBE from the UK, and is a recipient of the Carnegie Medal of Philanthropy. In 1997, he and his family started the Grantham Foundation for the protection of the environment, which supports research and action to address climate change. Episode Highlights 00:00:00 Writing Permabear With Edward Chancellor 00:06:44 Value Investing and Identifying Market Bubbles 00:15:07 Current Market Outlook and Valuation Risks 00:20:28 Value Discipline, SpaceX’s IPO, and Past Market Bubbles 00:27:26 Speculative Trading, Indexing, and Zero‑Sum Markets 00:34:24 Market Inefficiencies, Small-Cap Stocks, and the Greater Fool Theory 00:43:27 Artificial Intelligence Hype, Attractive Assets, and Market Pessimism 00:47:02 Climate Risks, Resource Constraints, and Shrinking Populations More From Morningstar 3 Warnings for Investors From the Ultimate Contrarian Ben Carlson: Exploring Risk and Reward What Today’s Index ETFs Get Right, and Wrong, for Investors If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  4. 23 Jun

    Will Danoff: ‘Be Very Careful of Unprofitable Companies’

    We’re taping this podcast live at the Morningstar Investment Conference, where we’re delighted to be joined by Fidelity’s Will Danoff. Will runs a number of Fidelity equity strategies, the best known of which is Fidelity Contrafund FCNTX, a mutual fund he’s been managing since September 1990. Morningstar named Will its Domestic-Stock Manager of the Year in 2007. Prior to becoming a portfolio manager, Will served as a retail analyst at Fidelity and assistant portfolio manager at Fidelity Magellan FMAGX. He graduated from Harvard University and earned his MBA at the Wharton School of the University of Pennsylvania. Will, welcome back to The Long View. Episode Highlights 00:00:00 Introduction 00:00:56 Investing Origins and Early Influences 00:00:53 Retail Analysis and Unit Economics 00:10:29 Reg FD Changes and Adapting Research Processes 00:15:00 Identifying Durable Competitive Advantages 00:19:24 SpaceX and Buying Private Companies 00:22:40 Investing Mistakes and Avoiding Unprofitable Companies More From Morningstar 2026 Morningstar Investment Conference: From SpaceX to Safeguarding Retirement Here’s Fidelity Contrafund’s Will Danoff’s Secret Sauce As Legendary Manager Will Danoff Leaves Fidelity, Should Investors Follow Him Out the Door? If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  5. 16 Jun

    Brian Moriarty and Jack Shannon: Putting Private Markets Funds Through Their Paces

    Today’s guests are Morningstar’s Brian Moriarty and Jack Shannon. Brian is a principal, fixed-income strategies, for Morningstar. Before assuming his current role in 2015, Brian was a client solutions consultant for Morningstar Office, a practice and portfolio management system for independent financial advisors. Before joining Morningstar in 2013, he was a research assistant for DePaul University’s religious studies department. Brian holds a bachelor’s degree in political science from Michigan State University and a bachelor’s degree in Islamic world studies from DePaul University. Jack Shannon is a principal, equity strategies, for Morningstar. He focuses on actively managed equity strategies and is the lead analyst for MFS and Artisan Partners, among other firms. Before joining Morningstar in 2020, Jack worked in commercial banking and was a consultant providing subject-matter expertise on complex financial litigation. Jack holds a bachelor’s degree in economics and history from James Madison University. He also holds a master’s of business administration in investments and corporate finance from the University of Notre Dame’s Mendoza College of Business. Episode Highlights 00:00:00 Introduction 00:02:06 What are Private Markets, and What Investment Opportunities Do They Provide? 00:03:13 Do Semiliquid Funds Provide Easier Access to Private Markets? 00:05:57 Applying Morningstar Processes to Evaluate Private Markets 00:09:50 Managing Liquidity in Private Market Investments 00:18:48 Valuation and Transparency: Putting Private Assets Under the Microscope 00:24:07 Payment in Kind as a Valuation Concern 00:28:02 Public vs. Private Markets: Understanding Risk, Language, and Infrastructure Differences 00:39:28 Building Methodology to Explain Private Asset Fees and Incentive Structures 00:44:22 What Morningstar Medalist Ratings Signal for Semiliquid Funds More From Morningstar Morningstar’s Guide to Public/Private Investing Private Equity Funds Step Into the Spotlight Private Credit Pricing: Are Prosecutors Opening Up Pandora’s Box? If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  6. 9 Jun

    Kathleen Rehl: Helping Widows and the Advisors Who Serve Them

    Our guest on the podcast today is Kathleen Rehl. Kathleen is an author, educator, speaker, and certified financial planner dedicated to empowering widows financially and guiding the professionals who support them. She operated her own planning firm for 18 years before shifting her focus to writing, teaching, and research. After her husband died, she transformed her personal grief into a mission, helping others navigate widowhood, legacy planning, and purposeful aging. She is the author of Moving Forward on Your Own: A Financial Guidebook for Widows. Episode Highlights 00:00:00 Introduction 00:02:17 Learning Widowhood From the Inside 00:04:13 Decision-Making Without a Spouse 00:05:16 Early Irreversible Choices For Widows 00:08:39 Stress-Testing Life Without a Spouse 00:16:03 Why Widows Leave Advisors 00:18:53 Slowing Down Decisions to Prevent Emotional and Financial Harm 00:25:55 Continuing Care Retirement Communities 00:30:38 “Refirement” vs. Retirement and Building a Legacy More From Morningstar Harry Margolis: How to Confront Aging Challenges Head-On How to Tackle Estate Planning Basics in 7 Steps 3 Tricky Decisions for Every Retirement Plan If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  7. 2 Jun

    Don Phillips: Encouraging Better Outcomes for Investors

    Our guest on the podcast today is Don Phillips. Don is a managing director for Morningstar. He joined the company in 1986 as its first mutual fund analyst and soon became editor of the flagship print publication Morningstar Mutual Funds, establishing the editorial voice for which the company is best known. He helped to develop the Morningstar Style Box, the Morningstar Rating, and other distinctive proprietary Morningstar innovations that have become industry standards. Don has served in a variety of leadership roles at Morningstar, most recently head of global research, before paring back his schedule to take on a part-time nonmanagement role. He holds a bachelor’s degree from the University of Texas and a master’s degree from the University of Chicago. Episode Highlights 00:00:00 Introduction 00:01:57 Viewing Investing From 100,000 Feet Up 00:08:20 The Role of the Manager, From Salesmanship to Stewardship 00:11:18 What Indexing and AI Make Easier—and What They Risk 00:17:50 Private Credit and Private Equity Risks for Retail Investors 00:28:01 Finding the Unmet Needs in Asset Management 00:35:47 Fixed-Income Funds as the Industry’s Achilles’ Heel 00:43:42 The Value of a Liberal Arts Education and the Power of Storytelling More From Morningstar Morningstar’s Why Don Phillips: We’re All in the Behavior Modification Business Private Equity Funds Step Into the Spotlight If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  8. 26 May

    Adam Grossman: Asset Allocation Is an Investor’s Best Defense

    Our guest on the podcast today is Adam Grossman. Adam’s the founder of Mayport, a fixed-fee wealth management firm. He’s also a regular contributor to Humble Dollar, the website founded by late financial writer Jonathan Clements. Before founding Mayport, Adam worked as an investment advisor or analyst at several firms, including Middleton & Company, Ballentine Partners, and MFS Investment Management. He also founded About Face Software, a social networking software firm. Adam received his undergraduate degree from Williams College and his MBA from MIT Sloan School of Management, and he’s also a CFA charterholder. Episode Highlights 00:00:00 Introduction 00:01:16 Writing for Humble Dollar and Jonathan Clements 00:05:15 How Flat‑Fee Advice Beats AUM Pricing 00:10:29 Helping Investors Stay Calm in Market Stress 00:17:30 Simple Stock/Bond Portfolios Still Work 00:22:58 How to Protect Your Portfolio Before Retirement 00:27:20 Social Security Timing: Math Versus Emotions 00:34:19 How AI Is Changing Financial Advice More From The Long View Bill Bengen: ‘Inflation Is the Greatest Enemy of Retirees’ Jim O’Shaughnessy: Investing Lessons From a Lifelong Learner Harry Margolis: How to Confront Aging Challenges Head-On If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Hosts & Guests

About

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.

Information

  • Channel
    Morningstar
  • Creator
    Morningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist
  • Years Active
    2019 - 2026
  • Episodes
    382
  • Rating
    Clean
  • Copyright
    © 2025 Morningstar, Inc.
  • Show Website
    The Long View
  • Provider

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