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Artwork for The Long View

The Long View

Morningstar
Retirement Planning
Personal Finance
Financial Planning
Financial Independence
Investment Strategies
Inflation
Behavioral Finance
Financial Literacy
Social Security
Artificial Intelligence
Interest Rates
Retirement
China
Estate Planning
Long-Term Care
Investing
Emerging Markets
Investment Management
Private Equity
Healthcare

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.

PublishesWeeklyEpisodes370Founded7 years ago
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EntrepreneurshipBusinessInvesting

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Artwork for The Long View

Latest Episodes

Today’s guest on The Long View is Michael Gates. Gates is the head of model portfolio solutions for the Americas and the lead portfolio manager for target-allocation models at BlackRock. BlackRock’s target-allocation models have been adopted by a lar... more

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Our guest on the podcast today is Harry Margolis. Harry has been representing seniors, individuals with special needs, and their families since he started ElderLaw Services, the predecessor of Margolis Bloom & D’Agostino in June 1987. His firm helps ... more

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Our guest on the podcast today is retirement researcher Wade Pfau. Wade is the founder of Retirement Researcher, an educational resource on retirement planning for individuals and financial advisors. He’s co-founder of the Retirement Income Style Awa... more

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Today’s guest on The Long View is Pat Dorsey. Pat is the founder of Dorsey Asset Management, a boutique asset manager serving institutional clients. From 2000 to 2011, Pat was the director of equity research for Morningstar, where he led the growth o... more

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Recent Guests

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
Pat Dorsey
Founder of Dorsey Asset Management; former Director of Equity Research at Morningstar
Dorsey Asset Management
Episode: Pat Dorsey: Economic Moats and More
Bill Yount
Emergency physician and co-host of Catching Up to Fi
Catching Up to Fi podcast
Episode: Bill Yount: How Late Starters Can Find Financial Independence
Emily Guy Birken
Author of The Five Years Before You Retire; writer on personal finance topics
Author/Personal Finance Author
Episode: Emily Guy Birken: What to Do in the Five Years Before You Retire
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

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
  • 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 Statesa month ago
  • 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 States3 months 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 States3 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 States3 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 States4 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
#31
United States/Business/Investing
Apple Podcasts
#126
United States/Business
Apple Podcasts
#130
Canada/Business/Investing
Apple Podcasts
#137
United Kingdom/Business/Investing
Apple Podcasts
#243
Canada/Business
Apple Podcasts
#249
Italy/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Harry Margolis: How to Confront Aging Challenges Head-On
Q: When is the right time to discuss aging and housing choices with aging parents?
Around age 75 is a practical milestone to reassess living arrangements, finances, and caregiver plans while health and independence are still relatively good.
Harry Margolis: How to Confront Aging Challenges Head-On
Q: What are the common misconceptions about Medicare in relation to long-term care?
Medicare covers acute health needs but not long-term custodial care, which often requires private payment or supplemental planning.
Harry Margolis: How to Confront Aging Challenges Head-On
Q: What conversations should financial advisors initiate with clients about potential incapacity and care costs?
Focus on who will manage affairs if incapacity occurs, how to direct that management, and how to cover potential care costs, with emphasis on contingency planning.
Pat Dorsey: Economic Moats and More
Q: How do you handle investments in highly followed, information-rich firms where edge seems hard to find?
Edge comes from behavioral and analytical advantages, not just information; with giants like ASML or Meta, it's about interpreting signals, avoiding overreaction to short-term data, and leveraging long-horizon perspectives.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
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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. 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 370 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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Where can I see ratings and reviews for The Long View?

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What guests have appeared on The Long View?

Recent guests on The Long View include:

1. Michael Gates
2. Harry Margolis
3. Pat Dorsey
4. Bill Yount
5. Emily Guy Birken
6. Jamie Hopkins
7. Bonnie Treichel
8. David Bach

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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