Podcast Episodes

Best of The Long View 2024: Financial Planning and Retirement

Episode 299

Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. On this week’s episode, w…

1 year, 8 months ago

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Best of The Long View: Investing

Episode 298

Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. In this episode, we’ll share some of our favorite clips from…

1 year, 8 months ago

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Daniel Crosby: Can Money Really Buy Happiness?

Episode 297

Today on the podcast, we welcome back Dr. Daniel Crosby. Daniel is the author of a new book called The Soul of Wealth: 50 Reflections on Money and Me…

1 year, 8 months ago

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Brad Klontz: What's Your Money Script?

Episode 296

Our guest on the podcast today is author and financial psychologist, Dr. Brad Klontz. He’s an Associate Professor of Practice at Creighton University…

1 year, 8 months ago

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Tom Idzorek and Paul Kaplan: How to Make Lifetime Financial Advice Work for Clients

Episode 302

Our guests this week are Tom Idzorek and Paul Kaplan. This is Tom’s second appearance as a guest and Paul’s first. Tom is chief investment officer of…

1 year, 9 months ago

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Ed Slott: Tax Planning for 2025 and Beyond

Episode 295

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 …

1 year, 9 months ago

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Mark Berg: How to Help Kids Financially Without Ruining Them

Episode 294

Today on the podcast, we welcome back Mark Berg. Mark is the founder of and lead advisor at Timothy Financial Counsel, which is an hourly financial p…

1 year, 9 months ago

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Jim Murphy and Charlie Hill: ‘The Value Proposition for Municipal Bonds Has Rarely Been Stronger’

Episode 293

Our guests this week are Jim Murphy and Charlie Hill of T. Rowe Price’s Municipal Bond Investment Team. Jim leads the team and is portfolio manager f…

1 year, 9 months ago

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Charlie Dreifus: ‘You Have to Dig Deeper to Find Inefficiencies. But They’re There’

Episode 292

Our guest this week is Charlie Dreifus. Charlie is portfolio manager of the Royce Special Equity Funds, highly regarded by Morningstar’s Manager Rese…

1 year, 9 months ago

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Anne Tergesen: What Retirement Looks Like Today

Episode 291

Our guest on the podcast today is Anne Tergesen. Anne is a reporter covering retirement for The Wall Street Journal. Her stories often explore how re…

1 year, 10 months ago

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