The Long View cover image

The Long View

The Long View

By: Morningstar Christine Benz - Director of Personal Finance and Retirement Planning Ben Johnson - Head of Client Solutions Amy Arnott - Portfolio Strategist
Listen for free

Season's Savings | 0.99 €/mo for 3 months

6.99 €/month thereafter - terms apply. Cancel monthly.
Empowering long-term investors with actionable insights on retirement, personal finance, and portfolio strategy. Hosts Christine Benz, Amy Arnott, and Ben Johnson talk with influential leaders in finance and investing every Wednesday.2025 Morningstar, Inc. Career Success Economics Management & Leadership Personal Finance
Episodes
  • Erin Moriarity: My Dad Lost About $1.5 Million on Bad Investments. Here’s How to Avoid His Mistakes

    Erin Moriarity: My Dad Lost About $1.5 Million on Bad Investments. Here’s How to Avoid His Mistakes
    6 Oct 2026
    Our guest on the podcast today is Erin Moriarity. Erin is the originator of the Erin Talks Money channel on YouTube, where she explains personal finance and retirement planning concepts with easy-to-understand videos. Erin received her bachelor’s degree in business at Northern Michigan University and completed the Certified Financial Planner program at The Ohio State University. We loved hearing about Erin’s thought process on providing financial information to people who weren’t being well-served by traditional financial advice models. Erin also explained why people shouldn’t worry too much about Social Security benefits going away due to lack of funding, and the value of working with an advisor later in life, even if you’re a do-it-yourself investor.Episode Highlights00:00:00 Introduction00:01:21 Early Financial Education00:04:14 Bringing Financial Advice to the Middle Class00:14:16 Rethinking Conventional Retirement Wisdom00:19:07 Psychology of Saving to Spending00:20:59 Planning for Long-Term-Care Costs00:26:53 Can You Count on Social Security?00:32:20 Annuities and Protecting Your Finances as You Age00:42:05 Lessons From Financial MistakesMore from The Long ViewStefan Sharkansky: The Retirement Rule That Leaves Too Much Money Behind Brett Arends: Worried About Outliving Your Money? There’s an Answer Jean Chatzky: How to Create a Forever Paycheck for Retirement If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
    Show more Show less
    49 mins
  • Robin Wigglesworth: Why Bonds Are Behind Every Financial Boom and Bust

    Robin Wigglesworth: Why Bonds Are Behind Every Financial Boom and Bust
    29 Sep 2026
    Today’s guest on The Long View is Robin Wigglesworth. Robin is the editor of the Financial Times finance blog, Alphaville. He’s also the author of Trillions, which is the definitive book on the past, present, and future of passive investing. Robin’s joining us today to discuss his latest book, A Fabulous Debt, which is a history of the bond market. The history of the bond market is marked by war, peace, market mania featuring a very colorful cast of characters, and so much more. Robin is such a brilliant writer that he really brings every aspect of a history to life. One of the highlights of the show was when he was talking about the huge amount of capital spending we’re seeing in artificial intelligence and how it parallels the railroad boom in the 19th century. He made the point that debt-fueled capital spending sprees tend to end quite badly, although the scale of capital investment in AI this time around is still quite a bit smaller. As Robin points out, history rarely repeats, but often rhymes, and we might be living through one of those rhyming moments today.We’d love to hear what you think about The Long View podcast. Please take a moment to share your feedback—thanks for listening! Episode Highlights00:00:00 Why the History of Bond Market Matters00:09:38 Venice and the Birth of Bonds00:16:34 How Britain Shaped America’s Financial System00:24:48 The Poyais Bond Scam00:30:13 Railroad Capex and AI Spending00:37:08 Jay Cooke and The Father of Junk Bonds00:41:55 The Rise of Credit Ratings00:47:07 How Bond Markets Replaced Banks00:57:11 How Much Debt Can the US Carry?More From The Long ViewWade Pfau: Higher Bond Yields Are a Plus for Retirees Ben Carlson: Exploring Risk and Reward Jeremy Grantham: ‘Almost Everything Looks More Attractive Than the US Equity Market’ If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
    Show more Show less
    1 hr and 8 mins
  • Elliott Appel: Caring for My Father Put My Life on Pause for 7 Years. Here’s What I Learned

    Elliott Appel: Caring for My Father Put My Life on Pause for 7 Years. Here’s What I Learned
    22 Sep 2026
    Our guest on the podcast today is Elliott Appel. He’s a financial planner and the founder of Kindness Financial Planning. He’s also an author. His latest book is called How to Help Your Parents As They Age: A Financial Planner’s Guide to Caregiving, which chronicles his father’s last years and the key lessons he learned along the way. He’s also co-host of his own podcast called the ME and Money Podcast. We really loved this conversation because Elliott provided so many tangible tips that people can use to help their parents, and his personal story really provides a lot of color.We’d love to hear what you think about The Long View podcast. Please take a moment to share your feedback—thanks for listening! Episode Highlights00:00:00 Introduction00:01:23 Financial Planning Through Life Transitions00:03:22 Appel’s Journey Planning for His Father00:08:45 How an Eldercare Consultant Can Help00:13:03 Estate Planning and Choosing the Right Power of Attorney00:17:05 Guardrails for Aging Parents’ Finances00:24:43 Put Parents on Your Cellphone Plan00:27:17 Navigating Healthcare, Housing, and Care Transitions00:33:59 Managing Caregiver Stress and Burnout00:43:31 Rethinking Aging and Death in the USMore From The Long ViewBeth Pinsker: Lessons From ‘My Mother’s Money’ Kathleen Rehl: Helping Widows and the Advisors Who Serve Them Sally Balch Hurme: Getting Your Affairs in Order as You Get Older If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
    Show more Show less
    49 mins
adbl_web_anon_alc_button_suppression_t1
No reviews yet