199 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 • 561 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.

    Katie Gatti Tassin: ‘Openness Has Been a Bit of a Secret Sauce’

    Katie Gatti Tassin: ‘Openness Has Been a Bit of a Secret Sauce’

    The popular blogger and podcast host talks about finding her audience, key financial decisions like whether to buy a home, and ‘the monetization of self.’

    • 51 min
    Ann Garcia: How to Pay for College

    Ann Garcia: How to Pay for College

    The financial planner and author discusses the college application process, strategies for making college more affordable, and how college choice affects success later in life.

    • 58 min
    Jeff Levine: Smart Tax Moves for 2023 and Beyond

    Jeff Levine: Smart Tax Moves for 2023 and Beyond

    Tax guru Jeff Levine discusses Secure 2.0, tax planning before and during retirement, and whether investors should bank on continued low tax rates.

    • 56 min
    Mark Miller: Rebooting Retirement

    Mark Miller: Rebooting Retirement

    The author and retirement expert discusses inflation’s impact on older adults, the job market for older workers, and practical strategies for maximizing Social Security and Medicare benefits.

    • 50 min
    Best of The Long View: Investing

    Best of The Long View: Investing

    Some of our favorite clips from interviews with portfolio managers and investment specialists in 2022.

    • 50 min
    Best of The Long View: Financial Planning and Retirement

    Best of The Long View: Financial Planning and Retirement

    Some of our favorite clips from interviews with financial planners, advisors, and retirement researchers over the past year.

    • 37 min

Customer Reviews

4.6 out of 5
561 Ratings

561 Ratings

Bcf06877 ,

Christine Benz and Jeff Ptak are rock stars!

Intelligent and insightful interviews with some of the most influential thought leaders in personal finance and retirement. One of my top personal finance podcasts, I never miss an episode. Highly recommended!

ElRose0602 ,

Very Informative

The hosts ask very thoughtful questions and allow the guests to respond without interrupting and allowing them to provide their answers. They have diverse guests that are experts in their fields. I also appreciate that the hosts don’t say “you, know…” after every sentence, which drives me crazy when hosts and guests say this filler statement. This is one of my favorite podcasts!

shago dedur ,

Excellent podcast

Top notch financial podcast. Great questions by fabulous qualified interviewers.
I listen to many investing podcasts and The Long View is my favorite.

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