Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
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From babyhood to school age, through the teenage years and ultimately adulthood, Adoption: The Long View explores all aspects of the adoption journey with a variety of articulate and thought-provoking guests.
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We all know from 1st grade math that a half plus a half equals 1. But for adoptees, the math doesn’t always add up the way we think it will. At one time I thought that if I could just incorporate my children’s first families into ours, then Tessa and Reed...
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Keith Lee: ‘We Think Revenues Are a Better Indicator of Size Than Market Capitalization’
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Our guest this week is Keith Lee. Keith has been lead portfolio manager on the Brown Capital Management Small Company Strategy since 1992. He and the Small Company team were named Morningstar’s Fund Manager of the Year for Domestic Equity in 2015, and the mutual fund carries a Morningstar Medalist Rating of Gold. Keith is also a member of the board…
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Jamila Souffrant: ‘What Type of Life Do You Actually Want to Live?’
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Our guest on the podcast today is Jamila Souffrant. She is the author of a new book called Your Journey to Financial Freedom: A Step-by-Step Guide to Achieving Wealth and Happiness. She is also the host of the Journey to Launch podcast. Jamila’s focus is helping people increase their net worths and eliminate debt while also enjoying financial freed…
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Dan Ivascyn: The Outlook for Bonds Amid a Covid ‘Aftershock Global Economy’
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This is Dan’s second appearance on The Long View, his first taking place back in May 2019, when Christine Benz and I interviewed him for the podcast. Dan is Pimco’s group chief investment officer, a managing director, and a member of the firm’s executive committee and investment committee. He is also lead portfolio manager for the firm’s Income, Cr…
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Damien Conover and Rebecca Springer: ‘We Are in a Healthcare Consumerization Moment Right Now’
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We have two guests this week on The Long View, our colleagues, Damien Conover and Rebecca Springer, who both focus on healthcare investing—Damien on the public equity side and Rebecca focusing on private markets for Morningstar PitchBook. Damien is director of healthcare research and director of equity strategy for Morningstar Research Services. Be…
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Greg McBride: ‘Successful Saving Is All About the Habit’
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Our guest on the podcast today is Greg McBride. Greg is chief financial analyst for Bankrate.com, where he has worked for more than 25 years. He received his bachelor’s in finance from the University of Florida. He is also a CFA charterholder. Background Bio Bankrate State of the Economy/Outlook for Interest Rates “Survey: Despite a Resilient Econo…
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504: 22 Years of Lessons Learned from Two Moms in One Open Adoption
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The moment you become a parent, time seems to stop and you can’t see beyond the sweet baby or toddler you have before you, looking up at you with those big eyes that say you are everything. Those days of full dependence on you feel like they may go on fore...
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Carl Vine: The Japan Earnings Story Has Legs
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Our guest this week is Carl Vine. Carl is co-head of Asian Investment for M&G, a UK-based asset manager. Carl joined M&G in 2019 and was appointed to the management team of the Japan and wider Asian equity strategies. Prior to M&G, Carl co-founded Port Meadow Capital Management, a boutique investment firm based in Oxford in 2014. He also worked for…
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Meir Statman: ‘The Biggest Risks in Life Are not in the Stock Market’
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Today on the podcast, we welcome back Meir Statman. Meir is the Glenn Klimek Professor of Finance at Santa Clara University. Meir’s latest book is A Wealth of Well-Being: A Holistic Approach to Behavioral Finance. Other books include Behavioral Finance: The Second Generation, What Investors Really Want, and Finance for Normal People. Meir’s researc…
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Neil Shearing: What the Consensus Is Missing About the Current Economy
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Our guest this week is Neil Shearing. Neil is group chief economist at Capital Economics, a London-based research firm. He is also an associate fellow at Chatham House, an International Affairs think tank. In his Capital Economics role, Neil manages a team of economists and is a well-known voice in the investment community. He has served as chief e…
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Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’
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Our guest on the podcast today is author and columnist, Matt Krantz. He is the personal finance and management editor at Investor’s Business Daily. Prior to joining IBD, Matt was a senior financial writer for Capital Group. He was also a personal finance writer and reporter at USA TODAY for nearly 18 years. Matt is also the author of several books,…
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503: A Deeper Look into Adoption and the Bible
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My new book Adoption Unfiltered, has three chapters in it devoted to religion and adoption, with my co-authors and I each researching and covering a chapter. Sara Easterly, an adoptee and a Christian, wrote about religion’s pain points for adoptees. Kelsey...
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Victor Haghani: Lessons From the Missing Billionaires
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Our guest on the podcast today is Victor Haghani. He is the co-author of a new book called The Missing Billionaires: A Guide to Better Financial Decisions. In 2011, Victor founded Elm Wealth, an investment advisory firm for high-net-worth individuals. He started his career at Salomon Brothers in 1984, where he became a managing director in the bond…
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Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’
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Our guest on the podcast today is Peter Mallouk. Peter is the President and CEO of Creative Planning, an independent registered investment advisor with roughly $300 billion in combined assets under management and advisement. Peter has also written or co-written several books, including The 5 Mistakes Every Investor Makes and How to Avoid Them, The …
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Bryan Armour: Is Index Investing’s Superpower Unstoppable?
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Our guest this week is our colleague, Bryan Armour, who is director of passive investment strategies research, North America, for Morningstar Research Services. Bryan is also editor of the ETFInvestor newsletter. Before joining Morningstar in 2020, Bryan spent seven years working for Finra, the Financial Industry Regulatory Authority, conducting tr…
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Anne Lester: You’re Bad at Savings and It’s Not Your Fault
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Our guest on the podcast today is Anne Lester. She’s author of a new book called Your Best Financial Life: Save Smart Now for the Future You Want. Before writing the book, Anne spent 20 years as head of retirement solutions for J.P. Morgan. With AARP, she co-founded The Aspen Leadership Forum on Retirement Savings. In 2020, Anne was recognized for …
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JB Taylor: Small Caps Haven’t Been This Cheap in 25 Years
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Our guest this week is JB Taylor. JB is CEO of Wasatch Global Investors based in Salt Lake City, Utah, specializing in small-cap stocks. JB is also a portfolio manager on the Wasatch Core Growth Fund, which receives a Morningstar Medalist Rating of Gold. He is a member of the firm’s global research team, and he serves on the firm’s board of directo…
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The Post Office Scandal has gripped the nation’s attention – but only truly captured the public's imagination following the popular ITV drama of the postmaster’s ongoing quest for justice. As the government takes steps to legislater and offer further compensation, Jonathan looks at two important factors from the Post Office inquiry – a drama making…
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502: Exploring the Full Range of Adoptee Emotions
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Early in my adoptive parenting days, when my kids were first becoming able to talk about their adoptedness and continuing through their adolescence, I was on alert for signs that adoption had hurt them. I’d been listening to adult adoptees and I knew that...
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Our guest this week is Sonali Pier. Sonali is a managing director and portfolio manager at Pimco, a global leader in fixed-income investing based in Newport Beach, California. Sonali is lead manager for the Pimco Diversified Income Fund, which carries a Gold rating from Morningstar, and she comanages a number of other strategies, including Pimco Hi…
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Marc Freedman: The Case for Encore Careers
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Our guest on the podcast today is Marc Freedman. He is the co-CEO and founder of Encore.org, which is now known as CoGenerate and is geared toward helping people pursue meaningful work later in life. Freedman is also the author of How to Live Forever: The Enduring Power of Connecting the Generations. He co-founded Experience Corps to mobilize peopl…
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Roger Young: Visualizing Retirement Is So Important
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Our guest on the podcast today is Roger Young. Roger is thought leadership director at T. Rowe Price, where he and his team conduct research on retirement planning and financial planning matters. Roger has been with T. Rowe Price since 2017. Prior to that, he was a financial advisor at Wells Fargo Advisors, and he’s also held a number of corporate …
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Justin Leverenz: Emerging Markets Are ‘Incredibly Attractive’
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Our guest this week is Justin Leverenz, who is the team leader and senior portfolio manager for the emerging-markets equity team at Invesco. Leverenz joined Invesco when it combined with OppenheimerFunds in 2019. He started managing the strategy now known as Invesco Developing Markets in May 2007, having joined Oppenheimer as a research analyst in …
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501: What We Get Wrong About Same-Race Adoption
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Welcome to Season 5 of Adoption: The Long View! This month's guest is someone I made a bad first impression on (in my own head, anyway) because of an assumption I made about her that turned out to be wrong. Adoptee and content creator Jennifer Dyan Ghost...
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Joel Fried and Al Mordecai: Upholding the Culture at Primecap Management
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Our guests this week are Joel Fried and Al Mordecai of Primecap Management. Primecap is the longtime manager of several Vanguard funds, including Vanguard Primecap, as well as the Primecap Odyssey family of funds. This year, Vanguard Primecap will celebrate its 40th anniversary as a mutual fund. Over its life, Vanguard Primecap has handily topped t…
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Jody Jonsson: The Case for a Global Portfolio
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Our guest this week on The Long View is Jody Jonsson. Jody is a 33-year veteran of Capital Group, a Los Angeles-based investment manager, where she is vice chair. Since 2005, Jody has been a portfolio manager on American Funds New Perspective, a global equity strategy, for which she has been honored with various Morningstar awards over the years. S…
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Howard Gleckman: We Pretend This Isn’t a Problem
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Our guest on the podcast today is Howard Gleckman. He is the author of a book called Caring for Our Parents and an expert on the topic of aging and caregiving. Howard is also a senior fellow at the Urban Institute where he is affiliated with the Tax Policy Center and the Program on Retirement Policy. He also writes a tax and budget policy blog call…
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On this week’s episode, we’ll feature some of our favorite clips from interviews we’ve done with portfolio managers and other investment specialists over the past year. It’s the companion to last week’s “Best Of” episode, in which Christine compiled some of her favorite moments from conversations we’ve had with financial planners, advisors, and ret…
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Best of the Long View 2023: Financial Planning and Retirement
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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’ll include some of our favorite excerpts from our interviews with portfolio managers and other investment specialists. The Best-Of Show Notes “Tiffan…
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If Donald Trump is elected to a second term as President of the United States he would be 82 at the end, if Joe Biden is re-elected he would be 86. Age has become a campaign weapon. How effective have the octogenarian leaders of the past been shown to be? One was William Ewart Gladstone who was Prime Minister four times, the last when he was 82. Dr…
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Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful’
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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 the editor of a new book called My Money Journey, which is a compilation of essays from 30 individuals about how they found financial freedom. Jonathan…
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Tim Steffen: Smart Tax Moves for 2024 and Beyond
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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 retirement planning, executive compensation, legislative changes, and overall best practices. Steffen originally joined Baird in 1999, serving in a va…
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Ben Inker: What Looks Cheap and Dear in Today’s Market
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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 completing his bachelor’s in economics from Yale. He’s been an analyst, a portfolio manager, and a CIO, and is a partner and board member for the firm. …
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Dan Haylett: Retirement Planning = Life Planning
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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 planning, and life planning for people over age 50. He also hosts a podcast called The Humans vs. Retirement that is centered on the behavioral aspects of …
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410: Best Advice of Adoption Experts from Season 4 + Something EXTRA
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It’s December of 2023, which means that my new book, Adoption Unfiltered, written with Sara Easterly, an adoptee, and Kelsey Vander Vliet Ranyard, a birth parent, is finally available! The first part of this episode is our traditional season-closing digest...
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Mike Moran: Taking the Temperature on Retirement Readiness
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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 for both defined-benefit and defined-contribution plans. He also works directly with plan sponsors on issues specific to their retirement plans. Mike …
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Tiffany Aliche: Helping People ‘Move Past the Shame’
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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: The Practical Guide to Reaching Your Financial Goals. Through her Live Richer movement, she has helped more than 2 million women save, manage, and p…
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John Rekenthaler and Amy Arnott: What’s a Safe Retirement Spending Rate Today?
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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 John are two of the co-authors, along with me, of some recently released Morningstar research on retirement spending rates. The paper is called The S…
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Scott Burns: The Case for a Simple Retirement Plan
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Our guest on the podcast today is syndicated personal finance columnist and author Scott Burns. Burns began his career as a newspaper columnist in The Boston Herald in 1977, where he was also the financial editor. In 1985, he joined the staff of The Dallas Morning News, where his column became one of the most widely read features in the paper. Alon…
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409: Unfiltering Adoption: What's Been Filtered From Us Hurts Us
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This is a really special episode for me because not only am I the host, as I always am, I am also a guest. I’m so excited to announce on Adoption: The Long View, that within a month, a book I, along with my two guests, have spent the last 3 years envisio...
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JL Collins: Spotlighting the Many Paths to Financial Independence
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Our guest on the podcast today is author and blogger JL Collins. He blogs about financial independence and other matters at jlcollinsnh.com. JL’s first book, The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life, was published in 2016 and has become something of a bible for people in the financial independence mov…
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Two of Britain’s ruling political parties find themselves without the strong, charismatic leaders who won them a handsome election victory – and now they’re struggling. At Westminster, it’s the Tories who are emerging, with difficulty, from the shadow of Boris Johnson. At Holyrood, it’s the Scottish National Party getting used to life without Nicol…
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Nizar Tarhuni: The State of Private Markets and Venture Capital Investing
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Nizar Tarhuni heads up research for PitchBook, which is a Morningstar affiliate. PitchBook is a premier provider of data on public and private markets. We’re going to focus a little bit more on private markets today because this topic is aligned with what we’ve been talking about recently at Morningstar relating to the evolving investor. The concep…
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Jeffrey Kleintop: What to Make of ‘the Cardboard Box Recession’
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Our guest this week is Jeffrey Kleintop. Jeffrey is managing director, chief global investment strategist for Charles Schwab & Co. In his role, Jeffrey analyzes and comments on international markets, trends, and events. You can find Jeffrey’s commentary on social media at @JeffreyKleintop, as well as on Schwab’s site, where a full library of his co…
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Elon Musk made his money leading and shaping the latest advances in society but now he’s dabbling in politics on the global stage – unelected and unaccountable but with the power to hold one-to-one meetings with world leaders as he did just last week with the Israeli Prime Minister Benjamin Netanyahu who flew to California to meet the tech billiona…
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The notorious Wagner group of mercenaries marched for Moscow after calls from its leader to 'end this disgrace’. Yevgeny Prigozhin insisted it was a ‘march for justice’ and not a coup, but for 24 hours Russia’s future seemed uncertain and the political impact of the brief uprising remains to be seen. The Roman general, Sulla, was the first leader o…
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State-sponsored Assassination Attempts
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Jonathan Freedland takes The Long View of attempted state assassinations. Russia claimed it foiled an attack by Ukrainian drones on the Kremlin just last week, calling it an unsuccessful assassination attempt against President Vladimir Putin. The Ukrainian president, Volodymyr Zelenskyy, denied it, saying: “We don’t attack Putin or Moscow.” The Rus…
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Dr. Anita Mukherjee: Exploring the Link Between Wealth, Longevity, and Quality of Life
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Our guest on the podcast today is Dr. Anita Mukherjee, associate professor in Risk and Insurance at the Wisconsin School of Business at the University of Wisconsin at Madison. Professor Mukherjee conducts research on public policy related to prisons and the opioid crisis, as well as household finance, retirement, and aging. Professor Mukherjee join…
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408: The Dance of Adoptive Parenting: When to Lead & When to Follow
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One of the distinctions we continually make here on Adoption: The Long View is the difference between "open adoption" and "openness in adoption." The former typically means having some sort of information about or contact with birth family, but the latte...
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David Giroux: ‘I Want to Look Forward, Not Backward’
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Our guest this week is David Giroux. This is his second appearance on The Long View. We first spoke to him in February 2021 and are pleased to welcome him back. Giroux is head of investment strategy and chief investment officer for T. Rowe Price Investment Management. He is best known as the longtime lead manager of T. Rowe Price Capital Appreciati…
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