Tom Idzorek and Paul Kaplan: How to Make Lifetime Financial Advice Work for Clients
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 retirement for Morningstar Investment Management. ...
3 Joulu 202450min
Ed Slott: Tax Planning for 2025 and Beyond
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 welcome back retirement and tax expert Ed Slott. Ed...
26 Marras 202458min
Mark Berg: How to Help Kids Financially Without Ruining Them
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 planning firm that he started in 2000. Prior to laun...
19 Marras 202451min
Jim Murphy and Charlie Hill: ‘The Value Proposition for Municipal Bonds Has Rarely Been Stronger’
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 for several high-yield muni strategies. Charlie, who...
12 Marras 202453min
Charlie Dreifus: ‘You Have to Dig Deeper to Find Inefficiencies. But They’re There’
Our guest this week is Charlie Dreifus. Charlie is portfolio manager of the Royce Special Equity Funds, highly regarded by Morningstar’s Manager Research team. Charlie was named Fund Manager of the Ye...
5 Marras 202455min
Anne Tergesen: What Retirement Looks Like Today
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 retirement and preparing for retirement are changing ...
29 Loka 202455min
Phil Moeller: A Road Map for Navigating Medicare
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 revised edition of Get What’s Yours for Medicare: Maxim...
22 Loka 202454min
Jonathan Clements: 'Life Is Full of Small Pleasures'
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 third appearance. He’s the founder and editor of Humble...
15 Loka 202456min
