『The Long View』のカバーアート

The Long View

The Long View

著者： Morningstar Christine Benz - Director of Personal Finance and Retirement Planning Ben Johnson - Head of Client Solutions Amy Arnott - Portfolio Strategist
無料で聴く

概要
 Empowering long-term investors with actionable insights on retirement, personal finance, and portfolio strategy. Hosts Christine Benz, Amy Arnott, and Ben Johnson talk with influential leaders in finance and investing every week.2025 Morningstar, Inc. マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 出世 就職活動 経済学
エピソード
  • Jim Dahle: Is Avoiding Taxes Costing You Money?

    Jim Dahle: Is Avoiding Taxes Costing You Money?
    2026/11/03
    Today on the podcast, we welcome back Dr. Jim Dahle. Jim is a practicing ER physician, and he’s also the founder of The White Coat Investor, which is a financial education platform for healthcare professionals. The White Coat Investor includes a podcast, blog, conferences, and other educational resources. He is also the author of several books about money and investing, including his most recent, The White Coat Investor’s Guide to Asset Protection. One of the highlights from the episode was Jim’s explanation of how he shifted to become a “recovering optimizer” with his finances. We also liked his idea of creating a “20s fund” for your children as a way to shift part of their inheritance to an earlier point in life, and we found his discussion of his climbing accident to be impactful, particularly how the experience made him think about what really matters in life.Episode Highlights00:00:00 Introduction00:02:00 Managing Unexpected Portfolio Wealth00:03:37 When to Use Cash, Bonds, and TIPS00:13:02 Weighing Private Investment Trade-Offs00:22:58 Direct Indexing and Tax-Loss Harvesting00:27:02 Optimizers, Satisficers, and the “Too Hard Pile”00:33:43 Behavioral Biases and Teaching Kids About Money00:44:19 Lessons From Jack Bogle00:49:52 Finding What Matters After a Climbing AccidentMore From The Long ViewJean Chatzky: How to Create a Forever Paycheck for Retirement Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, and Other Lessons for Building a Better Portfolio Bill Yount: How Late Starters Can Find Financial Independence If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
    続きを読む 一部表示
    58 分
  • Joseph Moore: The Investments That Matter Most May Not Be in Your Portfolio

    Joseph Moore: The Investments That Matter Most May Not Be in Your Portfolio
    2026/10/27
    Our guest on the podcast today is Joseph Moore, a historian and author of the bestselling book, How to Get Rich in American History: 300 Years of Financial Advice That Worked & Didn’t, where he chronicles all of the various things Americans have tried to do to get ahead over three centuries. He’s also an investor who went from being an academic to funding a tech startup, buying land on the moon, founding a cryptocurrency, and owning dozens of investment properties. This was a really fun conversation where we covered a lot of ground about the history of financial advice in the US as well as Joseph’s own adventures in investing and money-making ventures. One of the really interesting things he said was that who you marry can be a strong indicator of financial success. We also enjoyed his discussion of the often overlooked role of women in household financial decision-making and found his take on what he calls the “despair industrial complex” especially thought-provoking.Episode Highlights00:00:00 Introduction00:01:41 Financial History and America’s ‘Go-Ahead’ Culture00:15:24 Wealth, Mobility, and the American Dream00:18:14 Fast Time, Career Risk, and Building Wealth00:24:38 The Rise of Financial Advising as a Profession00:35:34 Startups, Shorting Stocks, and Beating the Market00:41:15 When Bonds Historically Beat Stocks00:43:40 Marriage, Money, and Financial Success00:47:58 Failing Upward in Real EstateMore From The Long ViewRobin Wigglesworth: Why Bonds Are Behind Every Financial Boom and Bust Nick Maggiulli: Climbing the Wealth Ladder Erin Moriarity: My Dad Lost About $1.5 Million on Bad Investments. Here’s How to Avoid His Mistakes If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
    続きを読む 一部表示
    59 分
  • Mike Piper: Scammers Are Getting Smarter. Is Your Financial Security Keeping Up?

    Mike Piper: Scammers Are Getting Smarter. Is Your Financial Security Keeping Up?
    2026/10/20
    Our guest on the podcast today is Mike Piper. Mike is the author of several personal finance books, the latest of which is called Household Cybersecurity: A CPA’s Guide to Protecting Your Accounts and Personal Information. Mike also writes a wonderful blog called Oblivious Investor, and he’s developed a free tool exploring Social Security claiming decisions called Open Social Security. One thing we loved about the conversation with Mike and about Mike’s book is his attention to the interplay between cybercrimes and cognitive decline as we age. He has a lot of helpful tips for troubleshooting that issue. One of the really interesting points he made was that financial problems can actually be an early warning sign of cognitive decline for an older parent or other family member. Mike shared simple, helpful tips that are easy to implement, including why you should create a guest network that’s separate from your main network at home, and how that can improve your cybersecurity.Episode Highlights00:00:00 Introduction00:02:41 Why Cybercrime Is Increasing00:04:10 How AI Is Making Scams More Convincing00:08:25 How to Spot Cyber Fraud00:15:21 How to Create Stronger Passwords00:19:25 Multifactor Authentication and Passkeys00:33:27 How to Secure Devices and Home Networks00:36:53 Are Bank or Investment Accounts Safer?00:39:21 Can Financial Problems Signal Cognitive Decline?00:45:24 When to Bring in a Financial ProfessionalMore from The Long ViewDana Anspach: Don’t Let Fear Ruin Your Retirement Erin Moriarity: My Dad Lost About $1.5 Million on Bad Investments. Here’s How to Avoid His Mistakes Jean Chatzky: How to Create a Forever Paycheck for Retirement If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
    続きを読む 一部表示
    53 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません