The Long View

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...

Our guest on the podcast today is Claudia Sahm . Claudia is chief economist at New Century Advisors , the founder of Sahm Consulting , and a regular contributor at Bloomberg Opinion . She has policy and research expertise in macroeconomics, consumer spending, and household finance. She created the Sahm rule , an automatic trigger for stimulus payments in recessions. Previously, she was a section c...

Today’s guest on The Long View is Michael Gates . Gates is the head of model portfolio solutions for the Americas and the lead portfolio manager for target-allocation models at BlackRock . BlackRock’s target-allocation models have been adopted by a large and growing contingent of advisors in the US. Four of the model families within BlackRock’s target-allocation suite have been awarded Morningstar...

Our guest on the podcast today is Harry Margolis . Harry has been representing seniors, individuals with special needs, and their families since he started ElderLaw Services, the predecessor of Margolis Bloom & D’Agostino in June 1987. His firm helps clients pay for long-term care, manage the incapacity of a family member, and plan for safe and productive futures for their children and grandchildr...

Our guest on the podcast today is retirement researcher Wade Pfau . Wade is the founder of Retirement Researcher , an educational resource on retirement planning for individuals and financial advisors. He’s co-founder of the Retirement Income Style Awareness Tool and a co-host of the Retire With Style podcast . He’s a professor of practice at the American College of Financial Services and a resear...

Today’s guest on The Long View is Pat Dorsey . Pat is the founder of Dorsey Asset Management , a boutique asset manager serving institutional clients. From 2000 to 2011, Pat was the director of equity research for Morningstar, where he led the growth of Morningstar’s equity research group from 20 to 90 analysts. Pat was instrumental in the development of Morningstar’s economic moat ratings , as we...

Our guest on the podcast today is Bill Yount . Bill is a practicing emergency physician. He’s also co-host of a podcast called Catching Up to Fi , where he and Jackie Cummings Koski discuss pursuing financial independence later in life. Bill received his bachelor’s degree from Duke University, his doctor of medicine degree from the University of North Carolina at Chapel Hill, and completed his res...

Our guest on the podcast today is Emily Guy Birken . Emily’s the author of The Five Years Before You Retire . She also co-authored Stacked: Your Super-Serious Guide to Modern Money Management , with Joe Saul-Sehy. Other books include End Financial Stress Now, Making Social Security Work for You and Choose Your Retirement: Find The Right Path to Your New Adventure . Emily received her master’s degr...

Our guests on the podcast today are Jamie Hopkins and Bonnie Treichel , who are co-authors of a new book, Your Retirement Sketchbook . Jamie is the CEO of Bryn Mawr Trust Advisors , Chief Wealth Officer of WSFS Bank , and founder of the FinServ Foundation . He’s a professor of practice at Creighton University and the American College of Financial Services. He’s also a contributor to Forbes and has...

Our guest on the podcast today is David Bach . David is the author of 12 national bestselling books, including The Latte Factor ; Smart Women Finish Rich ; Start Late, Finish Rich ; and The Automatic Millionaire . He just released the 20th anniversary edition of The Automatic Millionaire . David was a longtime contributor to NBC’s Today show and a featured guest on the Oprah Winfrey Show . He also...

Today’s guest on The Long View is Hilary Wiek . Hilary is a principal analyst at PitchBook , where she leads PitchBook’s coverage of fund strategies and performance, publishing primary research on the alternative space. Hilary also leads PitchBook’s coverage of the ESG and impact investing space. Hilary has over 20 years of experience in asset owner, manager, and advisory roles. Prior to joining P...

Our guest on the podcast today is Jim O’Shaughnessy . Jim founded O’Shaughnessy Asset Management , a quantitative investment management firm in 1993. Franklin Templeton acquired the firm in 2021. Jim is also an author of several books, including Invest Like the Best and What Works on Wall Street . His latest book, Two Thoughts: A Timeless Collection of Infinite Wisdom , is a compilation of quotati...

Today’s guest on The Long View is Sara Devereux . Sara is the Chief Investment Officer of Vanguard Capital Management and Global Head of Fixed Income . She oversees the investment professionals responsible for portfolio management, trading, and research for Vanguard’s internally managed fixed-income funds and ETFs, including actively managed bond and money market portfolios and bond index portfoli...

Our guest on the podcast today is Sally Balch Hurme . Sally is the author of Checklist for My Family: A Guide to My History, Financial Plans and Final Wishes , as well as several other books. She worked at AARP for 23 years and has written more than 20 law review articles on topics related to elder law. She has also served on the boards of the National Guardianship Association and the Center for G...

Our guest on the podcast today is Leyla Kunimoto. Leyla is the founder and editor of Accredited Investor Insights , a newsletter that helps investors navigate private markets. She writes about private equity, private credit, and real estate, focusing on the practical realities of evaluating alternative investments from the limited partner perspective. Leyla began investing in public markets in 200...

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 helped DIY investors make informed decisions aligned with their values. He also leads Measure Twice Plann...