42 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.

    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
    Chris Mamula: What Young Retirees Need to Know

    Chris Mamula: What Young Retirees Need to Know

    A leading blogger discusses some common misconceptions about the FIRE movement, as well as lifestyle and financial considerations for young retirees.

    • 41 min
    John Rekenthaler: Fund Manager Financial Incentives Are Irrelevant

    John Rekenthaler: Fund Manager Financial Incentives Are Irrelevant

    Morningstar's columnist reflects on his decades of analyzing and writing about the mutual fund, retirement, and financial advice industries.

    • 51 min

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