Podcast Episodes
Back to SearchEric Simonson: The Case for Flat-Fee Financial Advice
Episode 324
Our guest on the podcast today is Eric Simonson. Eric is CEO of Abundo Wealth, an advice-only financial planning firm he founded in 2019. In addition…
8 months, 3 weeks ago
Rosanne Corcoran: Caring and Support for Family Caregivers
Episode 326
Our guest on the podcast today is Rosanne Corcoran. Rosanne is the Director of Content Strategy for Daughterhood.org, which is focused on creating co…
9 months ago
The Morning Filter: 5 Rallying Stocks to Buy in June While They’re Still Undervalued
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…
9 months ago
Paul Ashworth: ‘Forecasting Is Difficult at the Best of Times, and This Is not the Best of Times’
Episode 325
Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Dr. Paul Ashworth. Paul serves as Chi…
9 months, 1 week ago
Ben Felix: Rational Reminders for Good Financial Decisions
Episode 323
Our guest on the podcast today is Ben Felix. Ben is chief investment officer for PWL Capital, a Canadian wealth management firm. He also co-hosts the…
9 months, 2 weeks ago
Jason Zweig: Revisiting ‘The Intelligent Investor’
Episode 322
On this week’s episode, we’re pleased to welcome back returning guest, Jason Zweig. Jason writes the “Intelligent Investor” column in The Wall Street…
9 months, 2 weeks ago
Arunma Oteh: ‘A Lot of Innovations That Are Very Important to Society Have Come Out of Development Banks’
Episode 320
Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Arunma Oteh, currently of the Univers…
10 months ago
Daniel Rasmussen: ‘Be Very Wary of Illiquid Asset Classes’
Episode 319
Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Daniel Rasmussen. He’s the founder an…
10 months, 1 week ago
David Booth: ‘Usually the Great Ideas Start Out as Small Ideas and Then You Build on Them’
Episode 316
Our guest on the podcast today is David Booth. He’s the Chairman of Dimensional Fund Advisors, a firm he founded in 1981. David led Dimensional as CE…
10 months, 2 weeks ago
Cullen Roche: What Tariffs Mean for Your Portfolio
Episode 318
Today on the podcast we welcome back Cullen Roche. Cullen is the founder and chief investment officer of the Discipline Funds, which manages the Disc…
10 months, 3 weeks ago