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The Long View

The Long View

By: Morningstar Christine Benz - Director of Personal Finance and Retirement Planning Ben Johnson - Head of Client Solutions Amy Arnott - Portfolio Strategist
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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 Wednesday.2025 Morningstar, Inc. Career Success Economics Leadership Management & Leadership Personal Finance
Episodes
  • 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
    Oct 27 2026
    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.
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    59 mins
  • Mike Piper: Scammers Are Getting Smarter. Is Your Financial Security Keeping Up?

    Mike Piper: Scammers Are Getting Smarter. Is Your Financial Security Keeping Up?
    Oct 20 2026
    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.
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    53 mins
  • Spencer Look and Jack VanDerhei: The Assumptions That Can Put Your Retirement at Risk

    Spencer Look and Jack VanDerhei: The Assumptions That Can Put Your Retirement at Risk
    Oct 13 2026
    Today, we’re happy to welcome two guests from the Morningstar Center for Retirement & Policy Studies. Spencer Look is the associate director of retirement studies and public policy for Morningstar, and Jack VanDerhei is the director of retirement studies and public policy. Jack previously worked as the research director at the Employee Benefit Research Institute from 1996 through 2022. Spencer and Jack both produce a lot of really helpful research on retirement outcomes, Social Security reform, and retirement policy. One of the highlights was their more balanced take on whether there’s really a retirement crisis in the US. We hear a lot of really dire warnings about that, so we appreciated their perspective on where there’s room for improvement, as well as data on things that aren’t quite as bad as some people might have us believe. You won’t be surprised to hear that we really enjoyed the discussion about long-term care. Spencer and Jack have both concluded that the retirement planning community has underrated long-term care as a risk factor for people’s retirement plans.Episode Highlights00:00:00 Introduction00:02:52 Modeling US Retirement Outcomes00:07:06 Is There a Retirement Crisis?00:11:17 Evaluating Retirement Policy Reform00:14:49 Planning for Social Security Changes00:18:01 Access, Auto‑Enrollment, and Accumulation00:21:14 How the Saver’s Match Works00:30:52 Turning Savings Into Retirement Income00:34:45 Planning for Long-Term-Care Costs and LongevityMore from The Long ViewJean Chatzky: How to Create a Forever Paycheck for Retirement Dana Anspach: Don’t Let Fear Ruin Your Retirement Jamie Hopkins and Bonnie Treichel: Why You Can’t Set and Forget a Retirement Plan 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.
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    53 mins
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