199 episodes
The Long View Morningstar
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- Business
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4.6 • 561 Ratings
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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.
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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.’
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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.
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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.
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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.
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Best of The Long View: Investing
Some of our favorite clips from interviews with portfolio managers and investment specialists in 2022.
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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.
Customer Reviews
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!
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!
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.