144 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
    • 4.6 • 452 Ratings

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.

    Cullen Roche: Macro Is About Understanding the World for What It Is

    Cullen Roche: Macro Is About Understanding the World for What It Is

    The popular blogger and financial advisor discusses the macro outlook, the link between portfolio construction and investor behavior, his new ETF, and more.

    • 53 min
    Best of The Long View: Investing

    Best of The Long View: Investing

    Some of the top moments in our conversations with investment managers, writers, and thinkers.

    • 30 min
    Best of the Long View: Financial Planning and Retirement

    Best of the Long View: Financial Planning and Retirement

    From financial-life planning to the latest retirement research, these are some of the most memorable moments from our podcast in 2021.

    • 34 min
    Christine Benz and John Rekenthaler: How Much Can You Safely Spend in Retirement?

    Christine Benz and John Rekenthaler: How Much Can You Safely Spend in Retirement?

    Christine, John, and Jeff Ptak discuss their recent research on safe withdrawal rates, which found retirees will have to dial back spending in the years ahead.

    • 53 min
    Bill Bengen: Revisiting Safe Withdrawal Rates

    Bill Bengen: Revisiting Safe Withdrawal Rates

    The creator of the 4% guideline discusses the implications of higher inflation and elevated equity valuations for new retirees.

    • 39 min
    Dan Egan: Noisy Successes and Silent Failures

    Dan Egan: Noisy Successes and Silent Failures

    The behavioral finance expert discusses the current investing landscape, his thoughts on what works in financial education, and the benefits of having dedicated accounts.

    • 56 min

Customer Reviews

4.6 out of 5
452 Ratings

452 Ratings

Hollyrik ,

No reservations here - this is THE BEST

I am an avid listener, and nearly every episode builds on my high expectations.
I’m a retiree, age 74, and perhaps transitioning from the go-go to period slo-go. Before podcasts emerged, I have whole-heartedly pointed family members who are coming up behind me in age to Christine’s advice on Morningstar.com. The podcasts simply added to my trust in the advice and relief to find a resource so helpful in retirement. Christine and Jeff address my interests regarding finances at exactly the right level of complexity with truly actionable advice.

PeeBee333 ,

Great Guests

Christine and Jeff invite fantastic guests and are clearly prepared in advance. Thoughtful questions and great conversations. I learn something new every episode.

Plastercaster5 ,

Who is the audience for this

Commercials for fund companies and self help authors

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