Podcast Episodes
Back to SearchTom 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, 3 months ago
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, 3 months ago
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, 3 months ago
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, 4 months ago
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, 4 months ago
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, 4 months ago
Phil Moeller: A Road Map for Navigating Medicare
Episode 290
Our guest on the podcast today is Phil Moeller. He’s the primary author of the Get What’s Yours series of consumer guidebooks, including a newly revi…
1 year, 4 months ago
Jonathan Clements: 'Life Is Full of Small Pleasures'
Episode 289
Today on the podcast, we welcome back Jonathan Clements. Jonathan was one of our first guests when we launched this podcast, and today marks his thir…
1 year, 5 months ago
Jeremy Grantham: The Bigger the New Idea, the More the Market Becomes Overpriced
Episode 288
Today on the podcast, we’re delighted to welcome back Jeremy Grantham. Jeremy is the long-term investment strategist at his namesake firm, Grantham, …
1 year, 5 months ago
Jack Nelson: ‘Investing in Emerging Markets Should Primarily Be About Analyzing Individual Businesses’
Episode 287
Our guest this week is Jack Nelson. Jack is lead manager of the Stewart Investors’ Global Emerging Markets Leaders Sustainability strategy, which is …
1 year, 5 months ago