Episode 274
Scott Burns: The Case for a Simple Retirement Plan
The veteran retirement columnist reflects on a two-fund portfolio, safe spending rates, and the role of home equity in retirement cash flows.
The Long View
Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak 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.
Episodes
Episode 272
Don Graves and Wade Pfau: How Home Equity Affects Retirement Planning
Reverse mortgages have gotten a bad rap. Do they merit another look?
Episode 271
Scott Rick: Are You a Tightwad or a Spendthrift?
A researcher discusses what shapes our money personalities and how financial disposition affects relationships.
Episode 270
Andrew Blake: Broker/Dealer Consolidation and Fee Compression Have Been Much Bigger Headwinds for Advisors Than Market Volatility
A Cerulli industry watcher reflects on the rapid growth of the independent RIA channel, an impending wave of advisor retirements, and the dramatic uptake of ETFs in client portfolios.
Episode 269
Keith Lee: ‘We Think Revenues Are a Better Indicator of Size Than Market Capitalization’
An accomplished small-company investor talks both investing and diversity within the investment industry.
Episode 268
Jamila Souffrant: ‘What Type of Life Do You Actually Want to Live?’
Why it’s important to understand what you really want before you craft your life and financial goals.
Episode 273
Dan Ivascyn: The Outlook for Bonds Amid a Covid ‘Aftershock Global Economy’
Pimco’s global CIO on the macro outlook, why resilience matters, navigating the rate cycle, China, and more.
Episode 267
Damien Conover and Rebecca Springer: ‘We Are in a Healthcare Consumerization Moment Right Now’
Investing in healthcare across public and private markets.
Episode 266
Greg McBride: ‘Successful Saving Is All About the Habit’
The chief financial analyst for Bankrate discusses the state of the economy and the outlook for interest rates, as well as the many savings products that are available today.
Episode 265
Carl Vine: The Japan Earnings Story Has Legs
A longtime Asian equities investor talks structural change, a new shareholder focus, and opportunity in Japan (and China).
Episode 264
Meir Statman: ‘The Biggest Risks in Life Are not in the Stock Market’
The behavioral finance expert and author on the connection between financial well-being and life well-being, the role of social comparisons, and the next generation of behavioral finance.
Episode 263
Neil Shearing: What the Consensus Is Missing About the Current Economy
A global economist weighs in on inflation, upcoming elections, and deglobalization.
Episode 262
Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’
An author and longtime investing columnist on the role of individual stocks in a diversified portfolio, the virtues of ETFs, and the biggest mistakes he sees individual investors making.
Episode 261
Victor Haghani: Lessons From the Missing Billionaires
Why investment sizing is an important—yet often overlooked—factor in investor outcomes.
Episode 260
Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’
The founder and CEO of Creative Planning on scaling up an RIA giant, why AI in financial advice is ‘inevitable,’ and whether financial advisors will face fee compression in the years ahead.
Episode 259
Bryan Armour: Is Index Investing’s Superpower Unstoppable?
A Morningstar researcher discusses rising passive share, bitcoin ETFs, and the future of active management.
Episode 258
Anne Lester: You’re Bad at Savings and It’s Not Your Fault
An author and retirement expert discusses the financial challenges confronting young adults and what financial advice she’d give her younger self.
Episode 257
JB Taylor: Small Caps Haven’t Been This Cheap in 25 Years
The CEO of Wasatch talks small-cap equity investing in the age of the ‘Magnificent Seven’ and how his firm sorts through thousands of companies across the globe.
Episode 256
Sonali Pier: Don’t Rent Yield
A top fixed-income manager discusses the possibility of a soft landing, the prospects for lower-quality bonds, and key lessons from 2022's challenging bond market.
Episode 255
Marc Freedman: The Case for Encore Careers
An author and entrepreneur discusses the benefits of age diversity in the workplace, the importance of purpose later in life, and why older workers might consider a ‘gap year.’