174 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.

    Michael Santoli: Navigating Through a Foggy Market Outlook

    Michael Santoli: Navigating Through a Foggy Market Outlook

    The CNBC senior markets commentator on the corporate profit picture, rising interest rates and inflation, stock valuation, and more.

    • 53 min
    Wade Pfau: The Risks of Retirement Today

    Wade Pfau: The Risks of Retirement Today

    The retirement expert joins us to discuss retirement income styles, withdrawal rates, and how the current market environment and inflation will affect retirees.

    • 57 min
    Jordan Grumet: A Hospice Doctor Shares Lessons About Work, Money, and Life

    Jordan Grumet: A Hospice Doctor Shares Lessons About Work, Money, and Life

    Jordan Grumet on his path to financial independence and mastering 'the art of subtraction.'

    • 54 min
    Larry Siegel: ‘The Humblest Thing an Investor Can Do Is Buy Index Funds’

    Larry Siegel: ‘The Humblest Thing an Investor Can Do Is Buy Index Funds’

    The accomplished author and financial researcher shares his thoughts on the 60/40 portfolio, inflation’s staying power, how optimism can be a secret weapon, and more.

    • 48 min
    Justin Fitzpatrick: 'Retirees Have a Superpower'

    Justin Fitzpatrick: 'Retirees Have a Superpower'

    The co-founder of retirement-software provider Income Lab says that older adults can take a few simple steps to ensure that their assets last throughout their lifetimes.

    • 45 min
    Tim Ranzetta: 'Financial Education Positively Impacts Almost All Financial Behaviors'

    Tim Ranzetta: 'Financial Education Positively Impacts Almost All Financial Behaviors'

    The co-founder of Next Gen Personal Finance discusses the state of financial education in the U.S. and how to teach lessons that stick.

    • 49 min

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