Rephonic
Artwork for The Long View
Retirement Planning
Personal Finance
Financial Planning
Financial Independence
Investment Strategies
Inflation
Behavioral Finance
Financial Literacy
Social Security
Artificial Intelligence
Interest Rates
Morningstar
Retirement
China
Estate Planning
Long-Term Care
Investing
Emerging Markets
Investment Management
Vanguard

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.

PublishesWeeklyEpisodes388Founded7 years ago
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InvestingBusinessEntrepreneurship

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Artwork for The Long View

Latest Episodes

Our guests on the podcast today are Andy Clarke and Nelson Wicas, co-authors—along with Ganesh Suntharam—of the new book, The Architecture of Wealth: The Art and Science of Portfolio Construction. Andy has spent more than three decades as an investme... more

Our guest on the podcast today is Jeff Ptak. He’s a longtime Morningstar employee and currently serves as managing director for Morningstar Research Services. He originally joined Morningstar back in 2002 as a senior mutual fund analyst. Jeff was one... more

YouTube

Our guest on the podcast today is Stefan Sharkansky. Stefan is a Ph.D. statistician who specializes in finance. He wrote a provocatively titled paper, “The Only Other Spending Rule Article You Will Ever Need,” which was published in the Financial Ana... more

YouTube

Our guest on the podcast today is Ryan Frederick, an author, speaker, and entrepreneur focused on the intersection of place and healthy longevity. As founder and CEO of HERE, he provides content courses and coaching in place planning, a holistic, res... more

YouTube

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Recent Guests

Andy Clarke
Co-author of The Architecture of Wealth
Morningstar/Vanguard
Episode: Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, And Other Lessons for Building a Better Portfolio
Nelson Wicas
Co-author of The Architecture of Wealth
Vanguard/Research
Episode: Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, And Other Lessons for Building a Better Portfolio
Stefan Sharkansky
Ph.D. statistician who specializes in finance; developer of The Best Third and personalfund.com
The Best Third; personalfund.com
Episode: Stefan Sharkansky: The Retirement Spending Plan That Adapts as Markets Change
Ryan Frederick
Author, speaker, and entrepreneur focused on place planning and longevity
Here; Stanford Center on Longevity (Advisory Council)
Episode: Ryan Frederick: Why Your Home May Matter More Than Your Portfolio Later in Life
Brett Arends
Journalist and columnist for MarketWatch, The Wall Street Journal and Dow Jones publications
Dow Jones / MarketWatch / Wall Street Journal
Episode: Brett Arends: Worried About Outliving Your Money? There’s an Answer
Dana Anspach
Founder and CEO of Sensible Money; author of Living Off Your Acorns, Your Guide to the Four Phases of Retirement
Sensible Money
Episode: Dana Anspach: Don’t Let Fear Ruin Your Retirement
Will Danoff
Portfolio Manager at Fidelity, runs Fidelity Contrafund and related equity strategies
Fidelity Investments
Episode: Will Danoff: ‘Be Very Careful of Unprofitable Companies’
Brian Moriarty
Morningstar analyst, principal fixed income strategies
Morningstar
Episode: Brian Moriarty and Jack Shannon: Putting Private Markets Funds Through Their Paces
Jack Shannon
Morningstar analyst, principal equity strategies
Morningstar
Episode: Brian Moriarty and Jack Shannon: Putting Private Markets Funds Through Their Paces

Hosts

Christine Benz
Host with Morningstar background; focus on investing, retirement planning, and fund research.
Amy Arnott
Co-host specializing in investment research, asset allocation, and retirement planning.
Ben Johnson
Host/Research lead focusing on fund research and retirement planning; frequent sponsor mentions.

Reviews

4.6 out of 5 stars from 1.3k ratings
  • Bombastic

    Brett Arends is an interesting writer who in a typical British way is predicting catastrophe. It’s good to listen to the doomsayers and consider their opinions.

    Apple Podcasts
    5
    Nome Chapel
    United Statesa month ago
  • Don’t let grammar ruin your destiny

    Not sure I would trust a financial planner (and author!) that says “funner.”

    Apple Podcasts
    3
    DEllisgtr
    United Statesa month ago
  • Host review

    I’m a longtime listener of this Podcast, but I do not like Amy or not. Her slow and erratic, speaking with long and awkward pauses between words is hard to understand.

    She needs a more fluent way of delivering her message and questions in order for me to understand what she’s saying

    Apple Podcasts
    2
    Paul Greenberg
    United States3 months ago
  • Terrific

    The most recent podcast was terrific. It encompassed various useful topics that the average investor could use. Great guest and conversation.

    Apple Podcasts
    5
    Nome Chapel
    United States3 months ago
  • Great Podcast

    Great show. Relevant and interesting topics with interesting guests. Christine Benz and Amy Arnott are excellent interviewers! However, I’m not a big fan of Ben Johnson’s interviewing style.

    Apple Podcasts
    5
    HJB1953
    United States3 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise rigorous, data-driven discussions and deep guest expertise.
Critiques revolve around pacing and depth when guests have strong but dense content.
Guests and topics are consistently relevant to long-term investment strategy and retirement planning
Fans appreciate useful takeaways that can be acted on with financial advisors or self-guided planning.
Some listeners want interview formats to lean more toward learning and less on guest background

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Ryan Frederick: Why Your Home May Matter More Than Your Portfolio Later in Life
Q: So I wanted to go back to the place planning assessment tool that you have built. And I'm wondering if someone wants to go through that process, what does it actually involve?
The assessment is quick and online, designed to give a snapshot across four domains—environment, health, community, and finances—so people can see how their current place fits. For those who want more, there's a multi-session, online program that includes an online workbook, videos, and a custom place plan to dive deeper and build momentum toward a better life.
Jeremy Grantham: ‘Almost Everything Looks More Attractive Than the US Equity Market’
Q: If you had to leave listeners with one practical lesson from your career, what would it be?
Question everything you hear, look at the data, and maintain a disciplined, data‑driven approach to investing that emphasizes long‑term fundamentals over temporary market fads.
Jeremy Grantham: ‘Almost Everything Looks More Attractive Than the US Equity Market’
Q: What went wrong during your speculative phase, for example with American Racetracks and Market Monitor, and what did you learn from those trades?
Two key lessons: first, enthusiasm can push you into overpaying for ideas that rise on momentum rather than fundamentals; second, some of the best ideas were decades ahead of their time, so practicality and near‑term demand matter as much as novelty.
Kathleen Rehl: Helping Widows and the Advisors Who Serve Them
Q: Are there common tools or decisions you used with clients facing widowhood, and what were the typical questions you helped them answer?
Kathleen highlights housing planning, care needs, and a decision matrix for living options; she also emphasizes tools for budgeting, stress-testing plans, and aligning investments with the surviving spouse's comfort and values.
Kathleen Rehl: Helping Widows and the Advisors Who Serve Them
Q: What breaks down financially and behaviorally when one spouse is gone, and how does that affect decision making?
She explains that the two-person decision-making dynamic collapses, leading to confidence issues, misaligned investments, and stress around irreversible choices like housing and care, which require careful re-scoping of financial plans.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Gender Skew
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Frequently Asked Questions About The Long View

What is The Long View about and what kind of topics does it cover?

The show consistently centers on long-horizon investing, retirement planning, and portfolio strategy, featuring deep-dive conversations with veteran investors, economists, and financial researchers. Episodes frequently cover withdrawal strategies, income diversification, market history, macro policy impacts, and practical planning tools tailored for high-knowledge, self-directed investors and financial professionals. A standout aspect is the emphasis on robust, data-driven frameworks (e.g., adaptive withdrawal rules, model portfolios, and scenario planning) rather than quick-fix tips, making it valuable for listeners who want rigorous, actionable guidance and a clear view of how theory translates into real-world planning. The mix of Morning... more

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Which podcasts are similar to The Long View?

These podcasts share a similar audience with The Long View:

1. Investing Insights
2. Bogleheads On Investing Podcast
3. The Morning Filter
4. Sound Investing
5. The Rob Berger Show

How many episodes of The Long View are there?

The Long View launched 7 years ago and published 388 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Long View?

Recent guests on The Long View include:

1. Andy Clarke
2. Nelson Wicas
3. Stefan Sharkansky
4. Ryan Frederick
5. Brett Arends
6. Dana Anspach
7. Will Danoff
8. Brian Moriarty

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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