Sally Balch Hurme: Getting Your Affairs in Order as You Get Older
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...
3 Feb 50min
Leyla Kunimoto: Why Investors in Private Markets Need a Louder Voice
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 ...
27 Jan 52min
Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’
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 Retir...
20 Jan 56min
Andy Reed: Inertia Is the Most Powerful Force in Behavioral Finance
BackgroundBioArticles and Papers Discussed“The Theory Behind the Age-Related Positivity Effect,” Andrew Reed and Laura Carstensen, NIH.gov, Sept. 27, 2012.“Investing Without Blind Spots,” Better Vanta...
13 Jan 56min
Cullen Roche: What Is Your Perfect Portfolio?
Today on the podcast we welcome back Cullen Roche. He has a new book out called Your Perfect Portfolio: The Ultimate Guide to Using the World’s Most Powerful Investment Strategies. Cullen is also the ...
6 Jan 59min
Best of The Long View 2025: Financial Planning and Retirement
Hi and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. On this week’s episode, we will feature some of our favorite clips from inter...
30 Dec 202533min
Best of The Long View 2025: Investing
Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. In this episode, we’ll share some of our favorite clips from 2025 interviews with portfolio managers, economist...
23 Dec 202550min
Lyle Fitterer: The State of the Municipal Bond Market Today
Our guest on the podcast today is Lyle Fitterer, a senior portfolio manager and co-lead on the municipal bond sector for Baird Advisors. He has 36 years of experience managing bond portfolios. Prior t...
16 Dec 202557min
