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
Private Equity

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.

PublishesWeeklyEpisodes379Founded7 years ago
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Artwork for The Long View

Latest Episodes

We’re taping this podcast live at the Morningstar Investment Conference, where we’re delighted to be joined by Fidelity’s Will Danoff. Will runs a number of Fidelity equity strategies, the best known of which is Fidelity Contrafund FCNTX, a mutual fu... more

Today’s guests are Morningstar’s Brian Moriarty and Jack Shannon. Brian is a principal, fixed-income strategies, for Morningstar. Before assuming his current role in 2015, Brian was a client solutions consultant for Morningstar Office, a practice and... more

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Our guest on the podcast today is Kathleen Rehl. Kathleen is an author, educator, speaker, and certified financial planner dedicated to empowering widows financially and guiding the professionals who support them. She operated her own planning firm f... more

YouTube

Our guest on the podcast today is Don Phillips. Don is a managing director for Morningstar. He joined the company in 1986 as its first mutual fund analyst and soon became editor of the flagship print publication Morningstar Mutual Funds, establishing... more

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Recent Guests

Kathleen Rehl
Author, educator, speaker, and certified financial planner focused on empowering widows and advisors
Episode: Kathleen Rehl: Helping Widows and the Advisors Who Serve Them
Don Phillips
Managing Director for Morningstar; former Head of Global Research
Morningstar
Episode: Don Phillips: Encouraging Better Outcomes for Investors
Adam Grossman
Founder of Mayport Wealth Management
Mayport Wealth Management
Episode: Adam Grossman: Asset Allocation Is an Investor’s Best Defense
William Bengen
Prolific retirement researcher and author of A Richer Retirement, famed for pioneering safe withdrawal rate research and the 4% rule
Independent Registered Investment Advisor / Author
Episode: Bill Bengen: ‘Inflation Is the Greatest Enemy of Retirees’
Ben Carlson
Author of Risk and Reward; Director of Institutional Asset Management, Ritholtz Wealth Management
Ritholtz Wealth Management
Episode: Ben Carlson: Exploring Risk and Reward
Amit Wadhwaney
Portfolio Manager and Co-Founder at Moerus Capital Management
Moerus Capital Management
Episode: Amit Wadhwaney: ’Buying Cheap Has a Number of Attractions’
Claudia Sahm
Chief Economist at New Century Advisors; founder of Sahm Consulting; Bloomberg Opinion contributor
New Century Advisors
Episode: Claudia Sahm: Thinking Through Scenarios in a Whiplash Economy
Michael Gates
Managing Director, Head of Model Portfolio Solutions for the Americas, Lead Portfolio Manager for Target Allocation Models
BlackRock
Episode: Michael Gates: Why More Advisors Are Migrating to Model Portfolios
Harry Margolis
Elder law attorney; founder of ElderLaw Services
ElderLaw Services
Episode: Harry Margolis: How to Confront Aging Challenges Head-On

Hosts

Christine Benz
Morningstar senior host focusing on personal finance and retirement planning.
Ben Johnson
Morningstar senior host and Head of Client Solutions, focusing on retirement and portfolio strategies.
Amy Arnott
Morningstar Portfolio Strategist and co-host focusing on retirement, personal finance, and investor behavior.

Reviews

4.6 out of 5 stars from 1.2k ratings
  • 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 Statesa month 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 Statesa month 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 Statesa month ago
  • Claudia Sahm

    Thoroughly enjoyed the conversation with Claudia Sahm.

    Apple Podcasts
    5
    |mmi|
    United States2 months ago
  • Misleading

    In episode 363 Ms Birken and Ms Benz said that the health subsidies on the Health exchange were eliminated. Only the COVID enhanced subsidies were eliminated. The original Subsidies are still in place.

    I would hate you think that people would avoid the exchange entirely because they think there are no subsidies.

    Apple Podcasts
    1
    Early retiree 1962
    United States3 months ago

Listeners Say

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

• Listeners appreciate deep, rigorous conversations and actionable takeaways.

Chart Rankings

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

Apple Podcasts
#53
United States/Business/Investing
Apple Podcasts
#192
United States/Business
Apple Podcasts
#66
Canada/Business/Investing
Apple Podcasts
#74
United Kingdom/Business/Investing
Apple Podcasts
#175
Canada/Business
Apple Podcasts
#228
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
Kathleen Rehl: Helping Widows and the Advisors Who Serve Them
Q: To start out, can you tell us a little bit about your background and how you first got involved in working on financial planning issues for women who have lost a spouse?
Kathleen describes starting as a financial advisor, then experiencing widowhood herself, which shifted her focus to helping widows and the advisors who serve them, and ultimately led to her writing and teaching on the topic.
Adam Grossman: Asset Allocation Is an Investor’s Best Defense
Q: Can you talk about the focus of Humble Dollar and who it's geared toward?
Humble Dollar started as a site for simple, retirement-oriented wealth-building rather than aggressive stock picking, aiming to help everyday people build wealth through sensible, long-term planning.
Bill Bengen: ‘Inflation Is the Greatest Enemy of Retirees’
Q: Should people switch from target-date funds to a different allocation as they retire?
Yes, because retirees should actively control asset allocation rather than rely on a fixed fund methodology that may become misaligned with their plan.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Long View

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

This show targets long-term investors with practical guidance on retirement, personal finance, and portfolio strategy, featuring in-depth conversations with finance leaders and investing thinkers. Episodes commonly cover market history, retirement income, asset allocation, and behavioral insights, often anchored by a prepper mindset (patience, cost efficiency, and automated strategies). Noteworthy is the mix of practitioner-hosts and high-caliber guests who provide frameworks (moats, model portfolios, private markets) and actionable takeaways for savers and advisers alike, along with sponsor integrations that illustrate real-world product contexts. For potential listeners, expect rigorous, research-informed discussions that reward patience ... more

Where can I find podcast stats for The Long View?

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How many listeners does The Long View get?

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What are the audience demographics for The Long View?

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How many subscribers and views does The Long View have?

To see how many followers or subscribers The Long View has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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 379 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Long View?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Long View?

Rephonic pulls ratings and reviews for The Long View from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on The Long View?

Recent guests on The Long View include:

1. Kathleen Rehl
2. Don Phillips
3. Adam Grossman
4. William Bengen
5. Ben Carlson
6. Amit Wadhwaney
7. Claudia Sahm
8. Michael Gates

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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