Podcast Episodes

Cullen Roche: What Is Your Perfect Portfolio?

Episode 353

Today on the podcast we welcome back Cullen Roche. He has a new book out called Your Perfect Portfolio: The Ultimate Guide to Using the World’s Most …

2 months, 2 weeks ago

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Best of The Long View 2025: Financial Planning and Retirement

Episode 352

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, we…

2 months, 2 weeks ago

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Best of The Long View 2025: Investing

Episode 351

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…

2 months, 3 weeks ago

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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 ye…

3 months 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 al…

3 months, 1 week 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 advisor…

3 months, 2 weeks ago

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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…

3 months, 2 weeks 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. H…

3 months, 3 weeks 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 planne…

4 months 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…

4 months, 1 week ago

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