84 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
    • 4.6 • 320 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.

    Adley Bowden: Key Trends and Developments in Private Markets

    Adley Bowden: Key Trends and Developments in Private Markets

    The PitchBook vice president of market analysis discusses private equity investing, private market interest and performance, and the impacts of the pandemic on the industry.

    • 55 min
    Larry Swedroe: 'The Pool of Victims' Is Expanding

    Larry Swedroe: 'The Pool of Victims' Is Expanding

    The author and financial expert discusses factor investing, fixed income and retirement planning, as well as trends in ESG investing.

    • 53 min
    Ramit Sethi: 'What Is Your Rich Life?'

    Ramit Sethi: 'What Is Your Rich Life?'

    The author and financial expert discusses retirement and income security, debt, and the framework behind having a rich life.

    • 53 min
    Tim Maurer: Personal Finance Is More Personal Than It Is Finance

    Tim Maurer: Personal Finance Is More Personal Than It Is Finance

    The financial advisor and author discusses his views on financial life planning, the future of financial advice, and saving for higher education.

    • 50 min
    Peter Hayes: Surveying the Municipal Bond Landscape

    Peter Hayes: Surveying the Municipal Bond Landscape

    BlackRock’s head of muni-bond investing on how states and municipalities are faring, where stimulus is most needed, and risks and opportunities investors face.

    • 50 min
    Kerry Hannon: Remote Work Trend Benefits Older Workers

    Kerry Hannon: Remote Work Trend Benefits Older Workers

    The author and retirement expert discusses remote work during and after the pandemic, employment for midlife and older workers, and financial advice for women.

    • 47 min

Customer Reviews

4.6 out of 5
320 Ratings

320 Ratings

multi's man ,

#76

Just listened to episode #76, interview with Brian Portnoy. Excellent stuff! I recently retired and am financially quite comfortable. My brother, who had been a teacher and coach, switched jobs and began selling insurance and securities about 35 years ago. His approach to his clients was very much as is in vogue now. His advice to me in my early earning years is a big reason I’m doing well now. I look forward to reading the latest book.
Thank you!

JKismet ,

Simply the Best! I guarantee it!

This podcast has no equal in the personal finance and investing genre. There decades long stellar careers have provided incredible access to talent in this field. But what’s most important is they never squander their opportunity-Christine and Jeff ask the most compelling questions of their guests. Whether your new to money or a sophisticated professional-you will enjoy every episode. Yup, I guarantee it!

USAF dude ,

Calm, reasoned, and full of integrity

Simply one of my favorite podcasts of any genre. In terms of an investment related podcast, there’s no hype, no motorcycles, no overly testosteroned intros. The Long View is calm, reasoned and full of integrity. Thank you Christine, Jeff and the team.

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