Mark Miller: Rebooting Retirement
The author and retirement expert discusses inflation’s impact on older adults, the job market for older workers, and practical strategies for maximizing Social Security and Medicare benefits.
The Long View
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 week.
Best of The Long View 2022: Investing
Some of our favorite clips from interviews with portfolio managers and investment specialists in 2022.
Best of The Long View 2022: Financial Planning and Retirement
Some of our favorite clips from interviews with financial planners, advisors, and retirement researchers over the past year.
Christine Benz and John Rekenthaler: Revisiting What Is a Safe Retirement Spending Rate After a Tough Year
Christine and John discuss the key findings from ‘The State of Retirement Income’ study that they recently published.
Joe Wiggins: ‘Applying Behavioral Science to Make Better Investment Decisions’
A prominent author and investor shares his thoughts on hubris, choice overload, improvements the fund industry could make, and more.
Jamie Hopkins: A Framework for Financial Freedom
The author and retirement-planning expert discusses goals-based planning, managing sequence risk, and bucketing.
Dr. Preston Cherry: ‘Money and Life Intertwined’
A financial planner and financial planning professor on the value of mentors at every life stage, the evolution of financial advice, and what works in financial education.
Feraud Calixte: ‘Your Self-Worth Is Not Your Net Worth’
A financial planner discusses how the hourly model for financial advice serves clients who are shut out of traditional advice models.
Roger Whitney: ‘Retirement Planning Is Not Financial Planning’
A financial planner and podcaster on what the current market environment means for retirement portfolio planning and the key contributors to success later in life.
Morgan Housel: ‘Little Rules About Big Things’
The best-selling author on what makes financial paradoxes interesting, why stories are the best way to teach about money, what constitutes financial freedom, and more.
Julien and Kiersten Saunders: ‘How Much Is Enough?’
The hosts of the rich & REGULAR podcast discuss their journey toward financial independence, the racial wealth gap, and getting off the social-media treadmill.
Dana Anspach: How to Build an All-Weather Retirement Plan
A noted financial advisor shares how she helps clients manage sequence risk, high inflation, and the wild card of long-term care.
Bob Pisani: ‘Everyone Talks Their Book on Wall Street’
The CNBC senior markets correspondent discusses his biggest investing mistakes, the media’s role in market bubbles, and the challenge of finding an information edge.
Dave Nadig: The Future of Indexing, Governance, and Financial Technology
A leading financial futurist on whether open-end funds will become obsolete, the value of direct indexing, “ESG 2.0,” and more.
David John: Improving the Retirement System
The retirement expert and author discusses expanding retirement-savings opportunities for low- and middle-income workers, the benefits of employer-sponsored emergency funds, and the challenges of decumulation.
Tim Steffen: Tax-Saving Strategies for a Falling Market
Baird's director of tax planning discusses tax-loss selling, Roth conversions, and the new rules for inherited IRAs.
Farnoosh Torabi: 'Money Is Meaningless Without Goals'
The personal finance expert and author discusses how couples can navigate earnings differences and says that fear can be a financial superpower.
Sarah Ketterer: 'Forget Value, Think Valuation'
The manager of Causeway International Value Fund discusses women in investing, value traps, whether active management has gotten tougher, and more.
Cameron Huddleston: Talk to Your Parents About Their Finances
The personal finance journalist and author discusses the importance of communicating with older adults about estate planning, long-term care, and the dangers of financial fraud.
Michael Kitces: Does Portfolio Customization Pay Off?
The financial advice guru discusses his time-management hacks, the benefits and limitations of direct indexing, and the myth of fee compression in the advice space.
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