Carl Richards: The Case for ‘Deeply Human’ Financial Advice
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 Carl Richards, who’s the author of a ne...
21 Okt 202557min
Mike Pyle: Looking for Uncorrelated Sources of Return
Our guest this week is Mike Pyle of BlackRock. Mike is managing director and deputy head of the Portfolio Management Group, which encompasses BlackRock’s fundamental and systematic investing teams acr...
14 Okt 202544min
Barry Ritholtz: ‘How Not to Invest’
Today on the podcast, we’re welcoming Barry Ritholtz. He’s co-founder, chairman, and chief investment officer of Ritholtz Wealth Management, a firm that was launched in 2013. He’s the creator and host...
7 Okt 20251h 6min
Kerry Hannon: What Gen Xers Need to Know About Their Retirement Plans
Our guest on the podcast today is Kerry Hannon. Kerry is a senior columnist and on-air expert for Yahoo Finance and writes about retirement, jobs, career transitions, entrepreneurship, leadership, and...
30 Sep 202551min
Dana Anspach and Fritz Gilbert: ‘This Is What a Joyful Retirement Could Feel Like’
Today on the podcast, we welcome back two previous guests. Dana Anspach is the founder and CEO of the financial planning firm, Sensible Money, based in Scottsdale, Arizona, and she has been practicing...
23 Sep 202558min
Larry Jacobson: ‘The Good Things in Our Life Are What Get in the Way of Great Things’
Our guest on the podcast today is author and retirement coach, Larry Jacobson. Larry is the author of a book called Your Ideal Retirement Workbook, A Step-by-Step Guide to Retiring With Purpose and Fu...
16 Sep 202548min
Scott Bondurant: Why Mean Reversion Means Your Portfolio Should Have More Stocks
Our guest on the podcast today is Scott Bondurant. Scott is the founder and chief investment officer of Bondurant Investment Advisory, a registered investment advisor based in the Chicago suburbs. He ...
9 Sep 202553min
Joe Davis: How to Capitalize on ‘Megatrends’
Listen Now: Listen and subscribe to Morningstar’s The Long View from your mobile device: Apple Podcasts | SpotifyOur guest on the podcast today is Joe Davis, global chief economist at Vanguard and glo...
2 Sep 202555min
