Are You Making a Big Assumption About Long-Term Care in Retirement?
Counting on family or eventual Medicaid support can obscure the risks of long-term care. Morningstar’s retirement researchers explain what those assumptions leave out.
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.
The Warren Buffett Advice That Fidelity’s Will Danoff Didn’t Take
The Contrafund manager explains how he pieces together insights to better understand the companies he invests in.
Spencer Look and Jack VanDerhei: The Assumptions That Can Put Your Retirement at Risk
Morningstar’s retirement researchers explain why your plan needs to account for potential Social Security changes, long-term-care costs, and a longer life.
Some Retirees Are Choosing the Wrong Reason to Claim Social Security Early
The creator of ‘Erin Talks Money’ says fear can lead to poor claiming decisions. She suggests weighing your budget, portfolio, and need for reliable income instead.
The Surprising Advantage of Private Investments: You Can’t Panic-Sell
Fidelity Contrafund’s Will Danoff explains why his team looks beyond public stocks and tells the story behind its investment in a drone-delivery company.
Erin Moriarity: My Dad Lost About $1.5 Million on Bad Investments. Here’s How to Avoid His Mistakes
The creator of ‘Erin Talks Money’ discusses the value of professional advice, preparing for cognitive decline, and fear-based underspending.
The US Debt Crisis May Have Already Begun. It Could Unfold in Slow Motion
Journalist and author Robin Wigglesworth explains how rising interest payments could leave the US with less room to spend on defense, healthcare, and infrastructure.
Aging and Death in America: ‘I Basically Want to Burn It All Down and Restart’
After caring for his sick father, financial planner Elliott Appel has some ideas around health insurance, healthcare spending, and mixed-age communities.
Robin Wigglesworth: Why Bonds Are Behind Every Financial Boom and Bust
The Financial Times journalist and author of ‘A Fabulous Debt’ explains how bonds accelerate economic growth but have also contributed to some of history’s most significant financial crises.
10 Books Amy Arnott Recommends to Help You Understand Money and Markets
These titles from The Long View podcast explore how markets work, how wealth is built, and how to navigate retirement and family financial decisions.
If a Parent Won’t Move, You Might Have to Let Them ‘Fail at Home’
Financial planner Elliott Appel discusses difficult housing decisions, setting limits, and helping a parent without burning yourself out.
Helping With Your Parents’ Finances? Think Twice Before Joining Their Bank Account
Financial planner Elliott Appel explains the risks of joint accounts and offers practical ways to help aging parents manage everyday financial tasks.
Elliott Appel: Caring for My Father Put My Life on Pause for 7 Years. Here’s What I Learned
The financial planner’s family dealt with his dad’s cancer diagnosis, substance abuse, and cognitive impairment. Even if your situation is less fraught, he suggests getting help.
You Saved for Retirement. Now Comes the Hard Part
Jean Chatzky discusses the financial and emotional hurdles that make it difficult to shift from saving for retirement to spending in retirement.
8 Retirement and Investing Books Christine Benz Recommends
From Dana Anspach to Wade Pfau, The Long View podcast has been a rich source of good reads.
Jeff Ptak: The Simple Secret to Becoming a Better Investor
The author of Morningstar’s Mind the Gap research on why investors can benefit from simpler portfolios, less trading, and avoiding the temptation to chase performance.
Your Retirement Savings Could Be Vulnerable to Scams. Here’s How to Protect Yourself
The author of ‘The Forever Paycheck’ explains why cognitive decline can appear in financial behavior and how families and financial advisors can help stop fraud, including romance scams.
Jean Chatzky: How to Create a Forever Paycheck for Retirement
The personal finance expert explains why retirees struggle to spend their savings, how to build reliable retirement income, and why she changed her mind about annuities.
How Much of Your Portfolio Should Be ‘Mad Money’?
The DFA founder and author of ‘Stay Calm’ has ideas on how investors can benefit from ‘scientifically based hope’ and limit the portfolio damage from more speculative bets.
David Booth: ‘The Markets Work Well for Everybody, Not Just the Insiders’
The founder of Dimensional Fund Advisors explains how financial science made investing more accessible and why ordinary investors don’t need to outguess the market.
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