The Long View

Our guest on the podcast today is Mike Piper . Mike is the author of several personal finance books, the latest of which is called Household Cybersecurity: A CPA’s Guide to Protecting Your Accounts and Personal Information . Mike also writes a wonderful blog called Oblivious Investor , and he’s developed a free tool exploring Social Security claiming decisions called Open Social Security . One thi...

Today, we’re happy to welcome two guests from the Morningstar Center for Retirement & Policy Studies . Spencer Look is the associate director of retirement studies and public policy for Morningstar, and Jack VanDerhei is the director of retirement studies and public policy. Jack previously worked as the research director at the Employee Benefit Research Institute from 1996 through 2022. Spence...

Our guest on the podcast today is Erin Moriarity . Erin is the originator of the Erin Talks Money channel on YouTube, where she explains personal finance and retirement planning concepts with easy-to-understand videos. Erin received her bachelor’s degree in business at Northern Michigan University and completed the Certified Financial Planner program at The Ohio State University. We loved hearing...

Today’s guest on The Long View is Robin Wigglesworth . Robin is the editor of the Financial Times finance blog, Alphaville . He’s also the author of Trillions , which is the definitive book on the past, present, and future of passive investing. Robin’s joining us today to discuss his latest book, A Fabulous Debt , which is a history of the bond market. The history of the bond market is marked by w...

Our guest on the podcast today is Elliott Appel . He’s a financial planner and the founder of Kindness Financial Planning . He’s also an author. His latest book is called How to Help Your Parents As They Age: A Financial Planner’s Guide to Caregiving , which chronicles his father’s last years and the key lessons he learned along the way. He’s also co-host of his own podcast called the ME and Money...

Our guest on the podcast today is Jeff Ptak . He’s a longtime Morningstar employee and currently serves as managing director for Morningstar Research Services. He originally joined Morningstar back in 2002 as a senior mutual fund analyst. Jeff was one of the original two co-hosts of this podcast and regularly posts his thoughts on Morningstar.com , Substack , X , and LinkedIn . Ptak’s work really...

Today on the podcast, we welcome back Jean Chatzky. Jean is the author of a new book about retirement planning called The Forever Paycheck: The New Retirement Strategy to Spend More, Worry Less, and Never Run Out of Money . In addition, she has written several other New York Times bestselling books about money and investing. She’s also CEO of HerMoney.com and host of the podcast Her Money with Jea...

Today’s guest on The Long View is David Booth . David is a repeat guest, the founder of Dimensional Fund Advisors , and has just released a new book titled Stay Calm: Learn to Embrace Uncertainty in Investing and Life . One of the interesting through lines on the episode really centered on data. David explained that without data, people are just arguing beliefs. There was so much time within the i...

Our guests on the podcast today are Andy Clarke and Nelson Wicas , co-authors—along with Ganesh Suntharam—of the new book, The Architecture of Wealth: The Art and Science of Portfolio Construction . Andy has spent more than three decades as an investment researcher and writer. He has worked at Morningstar and Vanguard, where he served as assistant to Vanguard Founder and indexing pioneer, John C....

Our guest on the podcast today is Jeff Ptak . He’s a longtime Morningstar employee and currently serves as managing director for Morningstar Research Services. He originally joined Morningstar back in 2002 as a senior mutual fund analyst. Jeff was one of the original two co-hosts of this podcast and regularly posts his thoughts on Morningstar.com , Substack , X , and LinkedIn . Ptak’s work really...

Today on the podcast we welcome back Nick Maggiulli . He’s the author of a new book called The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life . His first book was called Just Keep Buying . In addition, Nick writes a wonderful blog called Of Dollars and Data , which is focused on the intersection between data and personal finance. In his day job, Nick is the Chief Operating...

Our guest on the podcast today is Stefan Sharkansky . Stefan is a Ph. D. statistician who specializes in finance. He wrote a provocatively titled paper, “ The Only Other Spending Rule Article You Will Ever Need ,” which was published in the Financial Analyst Journal . Stefan has also developed a related website called, The Best Third , designed to help people with their retirement spending plans a...

Our guest on the podcast today is Ryan Frederick , an author, speaker, and entrepreneur focused on the intersection of place and healthy longevity. As founder and CEO of HERE , he provides content courses and coaching in place planning, a holistic, research-based approach to help people find the right place for every stage of life. He’s also the author of Right Place, Right Time, a book that helps...

Our guest on the podcast today is Brett Arends . Brett has been a columnist for MarketWatch , The Wall Street Journal , and other Dow Jones publications since 2007. His regular column for MarketWatch is called ROI , and he has also written for SmartMoney , TheStreet.com , and the Boston Herald . In addition, Brett has written several books including Storm-Proof Your Money: Weather Any Economy, Reb...

Today on the podcast, we welcome back Dana Anspach . Dana’s the author of a new book about retirement called Living Off Your Acorns: Your Guide to the Four Phases of Retirement . This is her third book. Earlier books are Control Your Retirement Destiny and Social Security Sense . Dana is also founder and CEO of the financial planning firm Sensible Money , based in Scottsdale, Arizona, and she has...

Our guests on the podcast today are Cody Garrett and Sean Mullaney . They’re both advice-only financial planners, and they’re the co-authors of a new book called Tax Planning To and Through Early Retirement . Cody is a certified financial planner and the founder of Measure Twice Money , where he helps DIY investors make informed decisions aligned with their values. He also leads Measure Twice Plan...

Today on the podcast, we’re delighted to welcome back Jeremy Grantham to discuss his book, The Making of a Permabear: The Perils of Long-term Investing in a Short-term World , which he co-authored with Edward Chancellor . Jeremy is the long-term investment strategist at his namesake firm, Grantham, Mayo, Van Otterloo & Company, or GMO , which he co-founded in 1977. He serves on GMO’s asset-allocat...

We’re taping this podcast live at the Morningstar Investment Conference , where we’re delighted to be joined by Fidelity’s Will Danoff. Will runs a number of Fidelity equity strategies , the best known of which is Fidelity Contrafund FCNTX, a mutual fund he’s been managing since September 1990. Morningstar named Will its Domestic-Stock Manager of the Year in 2007 . Prior to becoming a portfolio ma...

Today’s guests are Morningstar’s Brian Moriarty and Jack Shannon . Brian is a principal, fixed-income strategies, for Morningstar. Before assuming his current role in 2015, Brian was a client solutions consultant for Morningstar Office, a practice and portfolio management system for independent financial advisors. Before joining Morningstar in 2013, he was a research assistant for DePaul Universit...

Our guest on the podcast today is Kathleen Rehl . Kathleen is an author, educator, speaker, and certified financial planner dedicated to empowering widows financially and guiding the professionals who support them. She operated her own planning firm for 18 years before shifting her focus to writing, teaching, and research. After her husband died, she transformed her personal grief into a mission,...

Our guest on the podcast today is Don Phillips . Don is a managing director for Morningstar. He joined the company in 1986 as its first mutual fund analyst and soon became editor of the flagship print publication Morningstar Mutual Funds , establishing the editorial voice for which the company is best known. He helped to develop the Morningstar Style Box , the Morningstar Rating , and other distin...

Our guest on the podcast today is Adam Grossman . Adam’s the founder of Mayport , a fixed-fee wealth management firm. He’s also a regular contributor to Humble Dollar , the website founded by late financial writer Jonathan Clements. Before founding Mayport, Adam worked as an investment advisor or analyst at several firms, including Middleton & Company , Ballentine Partners , and MFS Investment Man...

Listen Now: Listen and subscribe to Morningstar’s The Long View from your mobile device: Apple Podcasts | Spotify Our guest on the podcast today is William Bengen . Bill has been a prolific researcher of retirement planning matters over his career, and he pioneered the exploration of safe withdrawal rates with his groundbreaking 1994 research that gave birth to what’s now called the 4% rule. His n...

Listen Now: Listen and subscribe to Morningstar’s The Long View from your mobile device: Apple Podcasts | Spotify Today on the podcast, we welcome back Ben Carlson , who’s the author of a new book called Risk and Reward . Ben is the director of institutional asset management for Ritholtz Wealth Management . In addition, Ben’s a prolific creator of content. His blog is called A Wealth of Common Sen...

Today’s guest on The Long View is Amit Wadhwaney , portfolio manager and co-founder at Moerus Capital Management . Amit has over 30 years of experience researching and analyzing investment opportunities in developed, emerging, and frontier markets worldwide. Prior to co-founding Moerus, Amit was a portfolio manager and partner at Third Avenue Management , where he worked alongside his Moerus co-fo...