Best of the Long View 2023: Financial Planning and Retirement
On this week’s episode, we’ll feature some of our favorite clips from interviews we’ve done with financial planners, advisors, and retirement researchers over the past year. In next week’s episode, we...
2 Jan 202452min
Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful’
On the podcast today, we welcome back Jonathan Clements, who was among our first guests when we launched this podcast back in 2019. Jonathan is the founder and editor of HumbleDollar, and he is also t...
26 Dec 202350min
Tim Steffen: Smart Tax Moves for 2024 and Beyond
Today on the podcast we welcome back Tim Steffen, who is the director of advanced planning for Baird. In that role, he researches, writes, and speaks about various planning and tax matters, including ...
19 Dec 202354min
Ben Inker: What Looks Cheap and Dear in Today’s Market
Our guest this week on The Long View is Ben Inker. Ben is the head of asset allocation at GMO, a Boston-based investment manager famous for its asset-class forecasting. Ben joined GMO in 1992 after co...
12 Dec 202359min
Dan Haylett: Retirement Planning = Life Planning
Our guest on the podcast today is Dan Haylett. Dan is a financial planner and head of growth for TFP Financial Planning based in the United Kingdom. Dan focuses on financial planning, retirement plann...
5 Dec 202353min
Mike Moran: Taking the Temperature on Retirement Readiness
Our guest on the podcast today is Mike Moran, managing director and pension strategist for Goldman Sachs. Mike focuses on areas such as plan-funded status, contribution activity, and asset allocation ...
28 Nov 202354min
Tiffany Aliche: Helping People ‘Move Past the Shame’
Our guest on the podcast today is Tiffany Aliche, also known as “The Budgetnista.” She is the author of The New York Times bestseller Get Good With Money, and she also has a new book called Made Whole...
20 Nov 202353min
John Rekenthaler and Amy Arnott: What’s a Safe Retirement Spending Rate Today?
Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Our guests on the podcast today are Amy Arnott and John Rekenthaler. Amy and...
14 Nov 202357min
