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Lyle Fitterer: The State of the Municipal Bond Market Today


Episode 350


Our guest on the podcast today is Lyle Fitterer, a senior portfolio manager and co-lead on the municipal bond sector for Baird Advisors. He has 36 years of experience managing bond portfolios. Prior …


Published on 1 day, 13 hours ago

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Joy Loverde: Planning Ahead for Care Needs as You Get Older


Episode 349


Our guest on the podcast today is Joy Loverde. Joy is the author of Who Will Take Care Of Me When I’m Old? and The Complete Eldercare Planner. She also gives keynotes and workshops on aging and elder…


Published on 1 week, 1 day ago

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Mark Higgins: Financial History Is More Relevant Than People Think


Episode 348


Our guest on the podcast today is Mark Higgins. Mark serves as senior vice president for IFA Institutional, where he specializes in providing advisory services to institutional plans such as endowmen…


Published on 2 weeks, 1 day ago

The Morning Filter: Why 2026 Could Be a Breakout Year for Dividend Stocks

The Morning Filter: Why 2026 Could Be a Breakout Year for Dividend Stocks



Today on The Long View, we’re featuring an episode from another Morningstar podcast, The Morning Filter, which you can subscribe to on Apple podcasts or wherever you get your podcasts. 

In this specia…


Published on 2 weeks, 2 days ago

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Eric Jacobson: The Entire Face of the Bond Market Has Changed


Episode 347


Our guest this week is our colleague, Eric Jacobson. Eric is a senior principal for fixed-income strategies on Morningstar’s Manager Research team. He focuses on a variety of taxable, tax-exempt, and…


Published on 3 weeks, 1 day ago

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


Episode 346


 

Our guest on the podcast today is Dan Haylett, who’s the author of a new book called The Retirement You Didn’t See Coming. Dan is a financial planner and head of growth for TFP Financial Planning ba…


Published on 4 weeks, 1 day ago

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Callie Cox: A Student Teacher of Financial Markets


Episode 345


Today’s guest on The Long View is Callie Cox. Callie is the chief market strategist at Ritholtz Wealth Management, where she helps the firm’s clients make sense of markets and suss out signal in the …


Published on 1 month ago

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Beth Pinsker: Lessons From ‘My Mother’s Money’


Episode 344


Our guest on the podcast today is Beth Pinsker. She’s a certified financial planner and the author of a new book called My Mother’s Money: A Guide to Financial Caregiving. Beth is also a veteran fina…


Published on 1 month, 1 week ago

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Doug and Heather Boneparth: How Couples Can Find Financial Harmony


Episode 343


Today on the podcast, we’re going to be chatting with Heather and Doug Boneparth. They’re co-authors of a new book called Money Together: How to Find Fairness in Your Relationship and Become an Unsto…


Published on 1 month, 2 weeks ago

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Carl Richards: The Case for ‘Deeply Human’ Financial Advice


Episode 342


Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Today on the podcast we welcome back Carl Richards, who’s the author of a n…


Published on 1 month, 3 weeks ago





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