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Artwork for The Long View

The Long View

Morningstar
Retirement Planning
Primecap Management
Financial Vortex
Retirement Savings
Defined Contribution Plans
Financial Literacy
Student Loans
Generational Differences
Pension Plans
Behavioral Finance
Fixed Income
Decumulation Phase
Emerging Markets
Emergency Savings
Long-Term Care
Vanguard
Retirement Income
Financial Advisors
Financial Education
Made Whole

Expand your investing horizons and look to the long term. Join hosts Christine Benz, Amy C. Arnott, and Ben Johnson 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.

PublishesWeeklyEpisodes364Founded7 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for The Long View

Latest Episodes

Our guests on the podcast today are Jamie Hopkins and Bonnie Treichel, who are co-authors of a new book, Your Retirement Sketchbook. Jamie is the CEO of Bryn Mawr Trust Advisors, Chief Wealth Officer of WSFS Bank, and founder of the FinServ Foundatio... more

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Our guest on the podcast today is David Bach. David is the author of 12 national bestselling books, including The Latte Factor; Smart Women Finish Rich; Start Late, Finish Rich; and The Automatic Millionaire. He just released the 20th anniversary edi... more

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Today’s guest on The Long View is Hilary Wiek. Hilary is a principal analyst at PitchBook, where she leads PitchBook’s coverage of fund strategies and performance, publishing primary research on the alternative space. Hilary also leads PitchBook’s co... more

YouTube

Our guest on the podcast today is Jim O’Shaughnessy. Jim founded O’Shaughnessy Asset Management, a quantitative investment management firm in 1993. Franklin Templeton acquired the firm in 2021. Jim is also an author of several books, including Invest... more

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Recent Guests

Jamie Hopkins
CEO of Bryn Mawr Trust Advisors; Chief Wealth Officer of WSFS Bank; co-author of Your Retirement Sketchbook
Bryn Mawr Trust Advisors; WSFS Bank; FinServ Foundation
Episode: Jamie Hopkins and Bonnie Treichel: Why You Can’t Set and Forget a Retirement Plan
Bonnie Treichel
Founder and Chief Solutions Officer of Endeavor Retirement; co-author of Your Retirement Sketchbook
Endeavor Retirement
Episode: Jamie Hopkins and Bonnie Treichel: Why You Can’t Set and Forget a Retirement Plan
David Bach
Author and personal finance expert, The Latte Factor, Start Late Finish Rich, The Automatic Millionaire
AE Wealth Management; author
Episode: David Bach: ‘Start Enjoying Your Life Sooner’
Hilary Wiek
Principal analyst at PitchBook leading coverage of fund strategies and performance.
PitchBook
Episode: Hilary Wiek: Perspective on Private Markets
Jim O'Shaughnessy
Founder of O'Shaughnessy Asset Management, author, and podcast host
O'Shaughnessy Ventures
Episode: Jim O’Shaughnessy: Investing Lessons From a Lifelong Learner
Sara Devereux
Chief Investment Officer of Vanguard Capital Management and Global Head of Fixed Income
Vanguard Capital Management
Episode: Sara Devereux: Bonds Are Still Ballast
Andy Reed
Head of Behavioral Economics Research in Vanguard's Investment Strategy Group
Vanguard
Episode: Andy Reed: Inertia Is the Most Powerful Force in Behavioral Finance
Cullen Roche
Author of 'Your Perfect Portfolio', Founder and Chief Investment Officer of the Discipline Funds, and head of Orcam Group
Discipline Funds and Orcam Group
Episode: Cullen Roche: What Is Your Perfect Portfolio?
Charley Ellis
Investment consultant and author of Rethinking Investing in 2025
Episode: Best of The Long View 2025: Financial Planning and Retirement

Hosts

Christine Benz
Director of Personal Finance and Retirement Planning for Morningstar.
Ben Johnson
Head of Client Solutions for Morningstar.
Amy Arnott
Portfolio Strategist for Morningstar.

Reviews

4.6 out of 5 stars from 1.2k ratings
  • Keep it simple

    Sara Devereux from Vanguard is very articulate, but lacking in substance. Very much counter to the principles of Jack Bogle

    Private equity, junk Bonds! Why do we need to take risk on the fixed side of a portfolio?

    Apple Podcasts
    5
    Prasad Passive 1
    United Statesa month ago
  • Very intelligent discussions

    Very thoughtful & insightful analysis! Ordered Christine’s book today after listening to some of these podcasts

    Apple Podcasts
    5
    RajK2009
    United States2 months ago
  • Meh

    Cullen Roche is interesting and I enjoyed the podcast but like so many money managers he talks too much and loves the sound of his voice and prognostications. Speaking less and listening more is a great way of getting your point across better. His answers were lectures and go on and on and on. Like this review 😊

    Apple Podcasts
    4
    Gnome chopper
    United States2 months ago
  • Invaluable financial information

    Great guests, informative interviews, invaluable references to additional materials to broaden awareness.. I’ve not found a more reliable source for immediately actionable things to review with my financial advisor and refine within my financial planning..

    Apple Podcasts
    5
    ptroz
    United States2 months ago
  • Great Podcast

    Great show. Relevant and interesting topics with interesting guests. Christine Benz and Amy Arnott are excellent interviewers!

    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.

Excellent financial insights from knowledgeable guests make this podcast reliable for actionable advice.
Listeners appreciate the depth of discussions, although some suggest more focus on the guests' expertise rather than lengthy backgrounds.
Overall, the podcast offers valuable perspectives on investment and personal finance without pushing specific products.
Hosts demonstrate a great command of financial concepts, appealing to both novice and experienced investors.

Chart Rankings

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

Apple Podcasts
#40
United States/Business/Investing
Apple Podcasts
#119
United States/Business
Apple Podcasts
#65
Canada/Business/Investing
Apple Podcasts
#70
United Kingdom/Business/Investing
Apple Podcasts
#162
Canada/Business
Apple Podcasts
#214
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

David Bach: ‘Start Enjoying Your Life Sooner’
Q: Can you explain the concept of health expectancy and its relevance to retirement planning?
Health expectancy shows when illness begins to impact life, suggesting that financial plans should account for health risks and prioritize longevity and quality of life alongside asset accumulation.
David Bach: ‘Start Enjoying Your Life Sooner’
Q: Why do you advocate sabbaticals and periodic breaks, even for people not near retirement?
Sabbaticals recharge energy, prevent burnout, and often extend careers; they help people return with renewed purpose and creativity, which is vital for lasting impact.
David Bach: ‘Start Enjoying Your Life Sooner’
Q: How has the media landscape changed for personal finance influencers since your move?
COVID accelerated remote work and digital media, making podcasts and online content the primary way to reach audiences; traditional TV remains valuable but is no longer the only path to influence.
David Bach: ‘Start Enjoying Your Life Sooner’
Q: What prompted your move to Florence, Italy, and how did it influence your career?
A patient facing terminal illness advised to enjoy life now, which pushed my family to relocate and reframe my career around international living, media flexibility, and teaching money management in a broader way.
Hilary Wiek: Perspective on Private Markets
Q: How should a financial advisor think about integrating private markets into allocations?
Consider the client's ability to invest a large sum and focus on long-term thinking, as private markets are generally less liquid.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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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?

Insights into long-term investing strategies are a core focus of this podcast, where influential leaders in finance and personal investment discuss various facets of market dynamics. Episodes cover an array of topics, from behavioral economics and retirement planning to the intricacies of asset allocation and venture capital. Listeners gain access to a wealth of knowledge through interviews that prioritize actionable insights and practical advice, helping individuals make informed financial decisions for their futures. The hosts facilitate meaningful discussions that often emphasize the importance of informed decision-making and understanding market narratives in the context of personal finance. Unique aspects include a focus not only on in... more

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How many listeners does The Long View get?

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Which podcasts are similar to The Long View?

These podcasts share a similar audience with The Long View:

1. The Rational Reminder Podcast
2. Retirement Answer Man
3. Retirement Starts Today
4. Masters in Business
5. Your Money, Your Wealth

How many episodes of The Long View are there?

The Long View launched 7 years ago and published 364 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?

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What guests have appeared on The Long View?

Recent guests on The Long View include:

1. Jamie Hopkins
2. Bonnie Treichel
3. David Bach
4. Hilary Wiek
5. Jim O'Shaughnessy
6. Sara Devereux
7. Andy Reed
8. Cullen Roche

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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