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The Long View
The Long View
387 episodes · by Morningstar
About The Long View
The Long View is a podcast with 387 episodes in the PodLexicon database, each accompanied by a full searchable transcript and AI-generated summary. Expand your investing horizons and look to the long term. Join hosts Christine Benz, Dan Lefkovitz, and Amy C. Arnott 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. PodLexicon indexes every episode of The Long View and turns each one into a searchable AI summary — find the episode that covers a topic, track how that topic evolved over time, or compare what different guests said about it.
Topics Covered on The Long View
Flat-Fee Advisory Model
Notable Guests on The Long View
Recent Episodes
Jeff Ptak: The Simple Secret to Becoming a Better Investor — August 18, 2026Nick Maggiulli: Climbing the Wealth Ladder — August 11, 2026Stefan Sharkansky: The Retirement Spending Plan That Adapts as Markets Change — August 04, 2026Ryan Frederick: Why Your Home May Matter More Than Your Portfolio Later in Life — July 28, 2026Brett Arends: Worried About Outliving Your Money? There’s an Answer — July 21, 2026Dana Anspach: Don’t Let Fear Ruin Your Retirement — July 14, 2026Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’ — July 07, 2026Jeremy Grantham: ‘Almost Everything Looks More Attractive Than the US Equity Market’ — June 30, 2026Will Danoff: ‘Be Very Careful of Unprofitable Companies’ — June 23, 2026Brian Moriarty and Jack Shannon: Putting Private Markets Funds Through Their Paces — June 16, 2026Kathleen Rehl: Helping Widows and the Advisors Who Serve Them — June 09, 2026Don Phillips: Encouraging Better Outcomes for Investors — June 02, 2026Adam Grossman: Asset Allocation Is an Investor’s Best Defense — May 26, 2026Bill Bengen: ‘Inflation Is the Greatest Enemy of Retirees’ — May 19, 2026Ben Carlson: Exploring Risk and Reward — May 12, 2026Amit Wadhwaney: ’Buying Cheap Has a Number of Attractions’ — May 05, 2026Claudia Sahm: Thinking Through Scenarios in a Whiplash Economy — April 28, 2026Michael Gates: Why More Advisors Are Migrating to Model Portfolios — April 21, 2026Harry Margolis: How to Confront Aging Challenges Head-On — April 14, 2026Wade Pfau: Higher Bond Yields Are a Plus for Retirees — April 07, 2026Pat Dorsey: Economic Moats and More — March 31, 2026Bill Yount: How Late Starters Can Find Financial Independence — March 24, 2026Emily Guy Birken: What to Do in the Five Years Before You Retire — March 17, 2026Jamie Hopkins and Bonnie Treichel: Why You Can’t Set and Forget a Retirement Plan — March 10, 2026David Bach: ‘Start Enjoying Your Life Sooner’ — March 03, 2026Hilary Wiek: Perspective on Private Markets — February 24, 2026Jim O’Shaughnessy: Investing Lessons From a Lifelong Learner — February 17, 2026Sara Devereux: Bonds Are Still Ballast — February 10, 2026Sally Balch Hurme: Getting Your Affairs in Order as You Get Older — February 03, 2026Leyla Kunimoto: Why Investors in Private Markets Need a Louder Voice — January 27, 2026Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’ — January 20, 2026Andy Reed: Inertia Is the Most Powerful Force in Behavioral Finance — January 13, 2026Cullen Roche: What Is Your Perfect Portfolio? — January 06, 2026Best of The Long View 2025: Financial Planning and Retirement — December 30, 2025Best of The Long View 2025: Investing — December 23, 2025Lyle Fitterer: The State of the Municipal Bond Market Today — December 16, 2025Joy Loverde: Planning Ahead for Care Needs as You Get Older — December 09, 2025Mark Higgins: Financial History Is More Relevant Than People Think — December 02, 2025The Morning Filter: Why 2026 Could Be a Breakout Year for Dividend Stocks — December 01, 2025Eric Jacobson: The Entire Face of the Bond Market Has Changed — November 25, 2025Dan Haylett: ‘The Retirement You Didn’t See Coming’ — November 18, 2025Callie Cox: A Student Teacher of Financial Markets — November 11, 2025Beth Pinsker: Lessons From ‘My Mother’s Money’ — November 04, 2025Doug and Heather Boneparth: How Couples Can Find Financial Harmony — October 28, 2025Carl Richards: The Case for ‘Deeply Human’ Financial Advice — October 21, 2025Mike Pyle: Looking for Uncorrelated Sources of Return — October 14, 2025Barry Ritholtz: ‘How Not to Invest’ — October 07, 2025Kerry Hannon: What Gen Xers Need to Know About Their Retirement Plans — September 30, 2025Dana Anspach and Fritz Gilbert: ‘This Is What a Joyful Retirement Could Feel Like’ — September 23, 2025Larry Jacobson: ‘The Good Things in Our Life Are What Get in the Way of Great Things’ — September 16, 2025
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