Folgen

  • 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
    Sep 22 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.
    Mehr anzeigen Weniger anzeigen
    49 Min.
  • Jeff Ptak: The Simple Secret to Becoming a Better Investor

    Jeff Ptak: The Simple Secret to Becoming a Better Investor
    Sep 15 2026
    Our guest on the podcast today is Jeff Ptak. He’s a longtime Morningstar employee and currently serves as managing director for Morningstar Research Services. He originally joined Morningstar back in 2002 as a senior mutual fund analyst. Jeff was one of the original two co-hosts of this podcast and regularly posts his thoughts on Morningstar.com, Substack, X, and LinkedIn. Ptak’s work really focuses on investor outcomes. One of the highlights from the podcast today was when Ptak talked about how such a small number of stocks tend to generate a disproportionate amount of the market returns and what that means for diversified actively managed funds. He also discusses what target-date funds get right for investors, as well as what some of them may be missing.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 Mind the Gap and Investor Behavior 00:08:15 Crypto ETFs and Timing Mistakes 00:11:44 Active Funds and Letting Winners Run 00:23:11 Improving Investor Outcomes Through Lower Costs 00:30:20 Private Markets, SpaceX, and 401(k) Risks 00:34:26 Thematic ETFs, Speculation, and Fun Money 00:38:51 Market Timing Myths and Portfolio Construction 00:42:27 Is Tech’s Dominance Sustainable? More From MorningstarRead: Mind the Gap 2026 Leyla Kunimoto: Why Investors in Private Markets Need a Louder Voice Will Danoff: ‘Be Very Careful of Unprofitable Companies’ Don Phillips: Encouraging Better Outcomes for Investors 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.
    Mehr anzeigen Weniger anzeigen
    52 Min.
  • Jean Chatzky: How to Create a Forever Paycheck for Retirement

    Jean Chatzky: How to Create a Forever Paycheck for Retirement
    Sep 8 2026
    Today on the podcast, we welcome back Jean Chatzky. Jean is the author of a new book about retirement planning called The Forever Paycheck: The New Retirement Strategy to Spend More, Worry Less, and Never Run Out of Money. In addition, she has written several other New York Times bestselling books about money and investing. She’s also CEO of HerMoney.com and host of the podcast Her Money with Jean Chatzky. She served as the financial editor of NBC Today for 25 years and is the financial ambassador for AARP. She appeared frequently on CNN and MSNBC, and was a recurring guest on The Oprah Winfrey Show.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 Introduction00:01:00 Why Retirees Struggle to Spend00:05:18 Creating a Retirement Paycheck00:09:25 Choosing Annuities and Financial Advice00:20:40 Bridging the Social Security Gap00:23:40 Managing Sequence-of-Returns Risk00:28:42 Retirement Planning for Couples and Working Longer00:37:17 Protecting Against Financial Fraud00:40:39 How Jean Chatzky Reimagined RetirementMore from The Long ViewBrett Arends: Worried About Outliving Your Money? There’s an Answer Dana Anspach: Don’t Let Fear Ruin Your Retirement Stefan Sharkansky: The Retirement Rule That Leaves Too Much Money Behind 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.
    Mehr anzeigen Weniger anzeigen
    49 Min.
  • David Booth: ‘The Markets Work Well for Everybody, Not Just the Insiders’

    David Booth: ‘The Markets Work Well for Everybody, Not Just the Insiders’
    Sep 1 2026
    Today’s guest on The Long View is David Booth. David is a repeat guest, the founder of Dimensional Fund Advisors, and has just released a new book titled Stay Calm: Learn to Embrace Uncertainty in Investing and Life. One of the interesting through lines on the episode really centered on data. David explained that without data, people are just arguing beliefs. There was so much time within the industry where investors really were in a data desert. That foundational layer was critical to everything that David, his colleagues at Dimensional, and so many others around the broader investing industry have ultimately brought to bear for the benefit of so many investors over the years. Plus, David explained that having access to a more complete dataset can really help provide a sense of calmness and reassurance for investors, even in an uncertain environment. Episode Highlights 00:00:00 Introduction 00:03:21 How Market Data Revolutionized Investing 00:09:22 Learning From Eugene Fama 00:16:16 Communicating Financial Science 00:20:40 What is the Efficient-Market Hypothesis? 00:24:11 Diversification and the Limits of Indexing 00:32:37 Is Dimensional Active or Passive? 00:34:24 The Science Behind Factor Investing 00:40:29 Trusting Markets and Embracing Uncertainty More From Morningstar David Booth: ‘Usually the Great Ideas Start Out as Small Ideas and Then You Build on Them’ Don Phillips: Encouraging Better Outcomes for Investors Charley Ellis: Indexing Is a Marvelous Gift 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.
    Mehr anzeigen Weniger anzeigen
    50 Min.
  • Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, And Other Lessons for Building a Better Portfolio

    Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, And Other Lessons for Building a Better Portfolio
    Aug 25 2026
    Our guests on the podcast today are Andy Clarke and Nelson Wicas, co-authors—along with Ganesh Suntharam—of the new book, The Architecture of Wealth: The Art and Science of Portfolio Construction. Andy has spent more than three decades as an investment researcher and writer. He has worked at Morningstar and Vanguard, where he served as assistant to Vanguard Founder and indexing pioneer, John C. Bogle. Andy has published research in practitioner journals such as the Journal of Index Investing. He is the author of Wealth of Experience and a CFA Charterholder. Nelson has developed and managed quantitative equity strategies for more than 30 years. Most recently, he worked at Redpoint Investment Management, where he was a founder and research analyst. After completing his PhD in economics at the University of Pennsylvania, Nelson joined Vanguard to help establish its quantitative equity management function. Nelson later helped found Vanguard’s investment counseling and research team to produce portfolio construction insights for clients and internal teams. Nelson has been a visiting professor of economics at Haverford College in Haverford, Pennsylvania. Episode Highlights 00:00:00 The Architecture of Wealth 00:06:42 Why Portfolio Construction is an Art and Science 00:10:03 Bogle’s Approach to Active Management 00:15:38 Why Index Investing Isn’t Passive 00:22:09 The Birth of Modern Portfolio Theory 00:26:58 Behavioral Finance, Investor Biases, and Impact of Education 00:36:13 Why Index Funds Finally Took Off 00:39:25 Evaluating Active Managers 00:43:27 The Small-Cap Effect More From The Long View Charley Ellis: Indexing Is a Marvelous Gift Jeff Ptak: The Simple Secret to Becoming a Better Investor Andy Reed: Inertia Is the Most Powerful Force in Behavioral Finance 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.
    Mehr anzeigen Weniger anzeigen
    54 Min.
  • Jeff Ptak: The Simple Secret to Becoming a Better Investor

    Jeff Ptak: The Simple Secret to Becoming a Better Investor
    Aug 18 2026
    Our guest on the podcast today is Jeff Ptak. He’s a longtime Morningstar employee and currently serves as managing director for Morningstar Research Services. He originally joined Morningstar back in 2002 as a senior mutual fund analyst. Jeff was one of the original two co-hosts of this podcast and regularly posts his thoughts on Morningstar.com, Substack, X, and LinkedIn. Ptak’s work really focuses on investor outcomes. One of the highlights from the podcast today was when Ptak talked about how such a small number of stocks tend to generate a disproportionate amount of the market returns and what that means for diversified actively managed funds. He also discusses what target-date funds get right for investors, as well as what some of them may be missing. Episode Highlights 00:00:00 Mind the Gap and Investor Behavior 00:08:04 Crypto ETFs and Timing Mistakes 00:11:33 Active Funds and Letting Winners Run 00:23:00 Improving Investor Outcomes Through Lower Costs 00:30:09 Private Markets, SpaceX, and 401(k) Risks 00:34:15 Thematic ETFs, Speculation, and Fun Money 00:38:40 Market Timing Myths and Portfolio Construction 00:42:16 Is Tech’s Dominance Sustainable? More From Morningstar Read: Mind the Gap 2026 Leyla Kunimoto: Why Investors in Private Markets Need a Louder Voice Will Danoff: ‘Be Very Careful of Unprofitable Companies’ Don Phillips: Encouraging Better Outcomes for Investors 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.
    Mehr anzeigen Weniger anzeigen
    52 Min.
  • Nick Maggiulli: Climbing the Wealth Ladder

    Nick Maggiulli: Climbing the Wealth Ladder
    Aug 11 2026

    Today on the podcast we welcome back Nick Maggiulli. He’s the author of a new book called The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life. His first book was called Just Keep Buying. In addition, Nick writes a wonderful blog called Of Dollars and Data, which is focused on the intersection between data and personal finance. In his day job, Nick is the Chief Operating Officer and Data Scientist at Ritholtz Wealth Management. He received his bachelor’s degree in economics from Stanford University.

    Episode Highlights

    00:00:00 Writing The Wealth Ladder

    00:05:30 The Six Levels of the Wealth Ladder

    00:09:52 How Wealth Changes Across Net-Worth Levels

    00:16:16 Why People Rarely Fall Down the Wealth Ladder

    00:21:00 Spending Rules and the 0.01% Rule

    00:29:25 Career Choices, Income, and Opportunity Costs

    00:37:42 Investment Risks and Ascending the Wealth Ladder

    00:44:29 Money, Happiness, and Life Beyond Wealth

    More From Morningstar

    Jim O’Shaughnessy: Investing Lessons From a Lifelong Learner

    Dan Haylett: ‘The Retirement You Didn’t See Coming’

    David Bach: ‘Start Enjoying Your Life Sooner’

    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.
    Mehr anzeigen Weniger anzeigen
    55 Min.
  • Stefan Sharkansky: The Retirement Spending Plan That Adapts as Markets Change

    Stefan Sharkansky: The Retirement Spending Plan That Adapts as Markets Change
    Aug 4 2026
    Our guest on the podcast today is Stefan Sharkansky. Stefan is a Ph.D. statistician who specializes in finance. He wrote a provocatively titled paper, “The Only Other Spending Rule Article You Will Ever Need,” which was published in the Financial Analyst Journal. Stefan has also developed a related website called, The Best Third, designed to help people with their retirement spending plans and portfolio structures. In addition, he developed and operates the website PersonalFund.com, which provides proprietary cost analysis of mutual funds to financial advisors. Stefan has a B.A. in mathematics from the University of Wisconsin-Madison, an M.S. in computer science from Stanford University, and an M.S. and a Ph.D. in statistics from the University of Washington. Episode Highlights 00:00:00 Introduction 00:02:43 Why the 4% Rule Can Lead to Underspending 00:07:23 TIPS Ladders vs. Retirement Annuities 00:08:48 Reducing Fixed Spending and Stock Allocation 00:12:09 Why Individual TIPS Beat TIPS Funds 00:18:53 A Formula for Stock Portfolio Withdrawals 00:23:54 Historical Returns vs. Monte Carlo Simulations 00:29:30 Should Retirees Diversify Globally? 00:32:23 Leaving a Bequest Without Underspending More From The Long View Brett Arends: Worried About Outliving Your Money? There’s an Answer Dana Anspach: Don’t Let Fear Ruin Your Retirement Bill Bengen: ‘Inflation Is the Greatest Enemy of Retirees’ 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.
    Mehr anzeigen Weniger anzeigen
    40 Min.