The Long View podcast

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추가했습니다 six 년 전

Morningstar에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Morningstar 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Biscuits & Jam

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Biscuits & Jam Returns on March 4th for Season 6 with The War & Treaty! 1:42

7일 전1:42

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1:42

Join us for the launch of Season 6 of Biscuits & Jam on Tuesday, March 4th, 2025 with The War and Treaty’s Michael and Tanya Trotter. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Long View

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Expand your investing horizons and look to the long term. Join hosts Christine Benz and Team 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.

308 에피소드

#Careers #Investors #Jeff Ptak #Investing #Financial Services #Long-term Investing #Influential Investors #Investing Leaders #Finance #Christine Benz #Morningstar #Trading #Business

The Long View

650 subscribers

updated 6일 전

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308 에피소드

#Careers #Investors #Jeff Ptak #Investing #Financial Services #Long-term Investing #Influential Investors #Investing Leaders #Finance #Christine Benz #Morningstar #Trading #Business

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The Long View

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Louis-Vincent Gave: ‘The Future Is Being Built Over There’ 54:38

6일 전54:38

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54:38

Our guest this week is Louis-Vincent Gave. Louis is founding partner and CEO of Gavekal Group, a research and financial services firm based in Hong Kong. After graduating from Duke University and studying Mandarin at Nanjing University, Louis joined the French Army, then went on to become a financial analyst at Paribas, first in Paris, then in Hong Kong. In 1999, he launched Gavekal with his father, Charles, and Anatole Kaletsky. Louis is the author of seven books, the latest being, Avoiding the Punch: Investing in Uncertain Times. Background Bio Avoiding the Punch: Investing in Uncertain Times Clash of Empires: Currencies and Power in a Multipolar World Too Different For Comfort A Roadmap For Troubling Times The End Is Not Nigh Our Brave New World Simple Economic Concepts For Financial Markets China Gavekal Dragonomics “China Enters the AI Chat (With Louis-Vincent Gave)” by Liz Ann Sonders and Kathy Jones, schwab.com, Feb. 14, 2025. “China Has ‘Leapfrogged’ the West | Louis Vincent Gave,” Wealthion, youtube.com, Jan. 28, 2025. “China Overtaking the US in Strategic Sectors, Says Louis-Vincent Gave,” Financial Sense, Oct. 22, 2024. “Is DeepSeek China’s Sputnik Moment?” by John Cassidy, The New Yorker, Feb. 3, 2025. XPENG “Xiaomi Automobile Super Factory, Producing One SU7 Every 76 Seconds,” Discover China Auto, youtube.com. “The Evergrande Crisis Explained: Should Investors Worry?” by Lewis Jackson, Morningstar.com , Sept. 22, 2021 “China & the American Imperial Economy | Louis-Vincent Gave,” Hidden Forces podcast Episode 364, hiddenforces.io, May 14, 2024. “The 3 Warren Buffett Stocks to Buy After Berkshire Hathaway’s New 13F Filing,” by Susan Dziubinski, Morningstar, Nov. 14, 2024 Tariffs “Are US Tariffs A Tool Or A Goal?” by Louis-Vincent Gave, Evergreen Gavekal, Jan. 9, 2025. Asia and Emerging Markets “Louis-Vincent Gave—Prepare for a Boom in Emerging Markets,” by Robert Huebscher, Vettafi Advisor Perspectives, May, 8, 2023. BRICS Summit 2024 Twilight of the Gods: War in the Western Pacific, 1944-1945, by Ian W. Toll, W.W. Norton & Company, 2020.…

The Long View

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Preston Cherry: ‘Money Can Indeed Buy Happiness’ 52:53

13일 전52:53

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52:53

Our guest on the podcast today is Dr. Preston Cherry. Dr. Cherry is the author of a new book called Wealth in the Key of Life: Finding Your Financial Harmony . He’s also founder and president of Concurrent Wealth Management. In addition, he serves as Assistant Professor of Finance and Head of the Personal Financial Planning Program at the University of Wisconsin-Green Bay, where he also serves as the Director of the Charles Schwab Foundation Center for Financial Wellness. Prior to assuming his current roles, he served in lead and internal financial planning roles in institutional retirement sales. He has also served as co-investment manager at a Registered Investment Advisor and as a mutual fund wholesaler. Background Bio Life Money Balance podcast Wealth in the Key of Life: Finding Your Financial Harmony Schwab Center for Financial Wellness Themes in Book “ What Is Financial Freedom? ” by Preston Cherry, concurrentfp.com, July 9, 2024. “ Building Wealth With Gratitude: Essential Tips for Gen X ,” Life Money Balance podcast, youtube.com, Nov. 26, 2024. “ How to Retire Comfortably: Essential Financial and Emotional Tips for a Joyful Retirement ,” by Preston Cherry, concurrentfp.com, Nov. 13, 2024. Other “ Dr. Preston Cherry: ‘Money and Life Intertwined,’ ” The Long View podcast, Morningstar.com, Nov. 22, 2024. Songs in the Key of Life , Stevie Wonder album “ Does Money Buy Happiness? Here’s What the Research Says ,” by Michele Berger, knowledge.wharton.upenn.edu, March 28, 2023. The Millionaire Next Door , by Thomas Stanley and William Danko…

The Long View

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Pam Krueger: How to Find a Financial Advisor 52:05

20일 전52:05

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52:05

Hi, and welcome to The Long View . I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Our guest on the podcast today is Pam Krueger. Pam is the founder and CEO of Wealthramp, which seeks to match consumers with financial advisors who fit their needs. Pam is also the creator and co-host of MoneyTrack , seen on PBS and many other public media stations around the country. And she co-hosts the Friends Talk Money podcast with Terry Savage and Richard Eisenberg. In 2021, she received the Special Achievement Award from the National Association of Personal Financial Advisors, or NAPFA, for her work educating the public about the value of fee-only financial advice. Pam, welcome to The Long View . Background Bio Wealthramp MoneyTrack Friends Talk Money podcast Search for an Advisor “ The Best Financial Advisor for you Might not Be Local ,” by Pam Krueger, wealthramp.com, March 19, 2024. “ Which Financial Advisor Credentials Matter Most? ” by Pam Krueger, wealthramp.com, Feb. 26, 2024. “ Financial Advisor vs. Financial Coach: Which Is Best? ” by Pam Krueger, wealthramp.com, July 31, 2023. “ How a Fiduciary Advisor Can Add Value to Your Portfolio ,” by Pam Krueger, wealthramp.com, June 22, 2023. “ What’s in It for Me? Five Things You’ll Need to Know When Choosing a Financial Advisor ,” wealthramp.com, Feb. 16, 2023. “ Protecting Your Interests: Why Fiduciary Matters ,” wealthramp.com, March 6, 2023. “ Better Financial Advice Starts With Better Advisor Conversations ,” by Pam Krueger, wealthramp.com, Oct. 29, 2024. Other “ Tiffany Aliche ‘The Budgetnista’ Presents Money Match in Partnership With Wealthramp to Improve the Financial Advisor Search ,” wealthramp.com, Oct. 19, 2023. “ Tiffany Aliche: Helping People ‘Move Past the Shame,’ ” The Long View podcast, Morningstar.com, Nov. 20, 2023. BrokerCheck…

The Long View

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Sahil Bloom: ‘Curiosity Is the Fountain of Youth’ 53:51

27일 전53:51

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53:51

Hi, and welcome to The Long View . I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Our guest on the podcast today is Sahil Bloom. He’s the author of a new book called The 5 Types of Wealth , and he also writes a newsletter called the Curiosity Chronicle . He’s the founder and managing partner of SRB Holdings and SRB Ventures. Before embarking on a career as a content creator, Sahil was a vice president at a private equity fund. He double majored in economics and sociology at Stanford University, and he also received his master’s in public policy there. Sahil, welcome to The Long View . Background Bio The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life , by Sahil Bloom Curiosity Chronicle Themes “ The Time Billionaire: A Concept That Changed My Life ,” by Sahil Bloom, sahilbloom.com. “ The 2 Types of Status: Bought vs. Earned ,” by Sahil Bloom, sahilbloom.com. “ The Incredible Power of No ,” by Sahil Bloom, sahilbloom.com. “ The 4 Types of Professional Time ,” by Sahil Bloom, sahilbloom.com. “ Parkinson’s Law, How to Read, and More ,” by Sahil Bloom, sahilbloom.com. “ Sahil Bloom on Wealth, Success and Pursuing All-Time Highs in Money and Wealth ,” by Tim Maurer, forbes.com, Feb. 2, 2025. “ The Life Dinner, Stonecutter Story, and More ,” by Sahil Bloom, sahilbloom.com. Other Occam’s Razor Harvard Study of Adult Development “ Daniel Crosby: Can Money Really Buy Happiness? ” The Long View podcast, Morningstar.com, Dec. 17, 2024. Essentialism: The Disciplined Pursuit of Less , by Greg McKeown Bhagavad Gita Mindset: The New Psychology of Success , by Carol Dweck…

The Long View

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John Rekenthaler: ‘The House Is With You When You’re Investing’ 48:06

5 weeks 전48:06

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48:06

Our guest this week is our colleague, John Rekenthaler. John is retiring from Morningstar after 36 years. He was one of Morningstar’s early hires. Joe Mansueto and Don Phillips brought John on as a mutual fund analyst in 1988, and he rose to become the company’s vice president of research. He worked on many of Morningstar’s foundational methodologies, including the star rating and style box, and helped launch the retirement business. But he’s best known as author of “The Rekenthaler Report,” an investment column on Morningstar.com that has become one of the most popular and widely cited in investing in personal finance. John holds a BA from the University of Pennsylvania and an MBA from the University of Chicago. John, welcome back to The Long View . Background Bio john.rekenthaler@morningstar.com “ Farewell, for Now ,” by John Rekenthaler, Morningstar.com, Nov. 12, 2024. “ The Best (and Worst) of John Rekenthaler, in His Own Words ,” by Emelia Fredlick, Morningstar.com, Jan. 24, 2025. Other Morningstar Style Box Morningstar Ratings “ Christine Benz and John Rekenthaler: How Much Can You Safely Spend in Retirement? ” The Long View podcast, Morningstar.com, Dec. 21, 2021. Matt Levine James Mackintosh Greg Ip Jason Zweig William Bernstein…

The Long View

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Introducing The Morning Filter 1:03

5 weeks 전1:03

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Subscribe to The Morning Filter on Apple Podcasts , or wherever you stream podcasts. We’ll see you next Monday!

The Long View

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Hendrik du Toit: 'Small Things Can Make a Big Difference' 53:41

6 weeks 전53:41

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53:41

Our guest this week is Hendrik du Toit, CEO and co-founder of Ninety One Asset Management, which is dually listed in London and Johannesburg, South Africa, and was formerly known as Investec Asset Management, founded in 1991. In addition to running Ninety One, Hendrik is on the board of Naspers and its European subsidiary, Prosus, which is a cornerstone investor in China’s Tencent. He has served on the Leadership Council of the Sustainable Development Solutions Network, a United Nations initiative, and is a public figure in his native South Africa and in the United Kingdom. Hendrik holds degrees from Stellenbosch University and Cambridge. Hendrik, thanks so much for joining us on The Long View . Background Bio Ninety One Global Strategy Fund – Global Environment Fund IX Acc GBP Ninety One Global Sustainable Equity I Acc GBP Ninety One Emerging Markets Local Currency Debt Fund A Accumulation USD Ninety One GSF Emerging Markets Local Currency Debt C Acc USD Naspers Prosus Sustainability and ESG Ninety One’s Sustainability and Stewardship Report “ Ninety One Becomes First SA Asset Manager to Sign Onto Net Zero Asset Managers Initiative ,” ebnet.co.za, July 26, 2022. “ Ninety One CEO Hendrik du Toit on Asset Management and Green Investing ,” Bloomberg TV video interview, Bloomberg.com, Sept. 24, 2024. Other “ New Draft Rules Targeting In-Game Spending Wipe Billions From China’s Tech Giants ,” by Wayne Chang and Laura He, cnn.com, Dec. 22, 2023. Nubank…

The Long View

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Dave Sekera: A Market Outlook for 2025 and Beyond 49:37

7 weeks 전49:37

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49:37

On the podcast this week, we welcome back Dave Sekera. Dave is the chief US market strategist for Morningstar Research Services. In his role, Dave publishes research and commentary on the state of the markets and economy and is a leading voice on Morningstar.com and our other platforms. Dave and Susan Dziubinski also do a weekly show for Morningstar.com called The Morning Filter . Before assuming his current role, Dave was a managing director for DBRS Morningstar. Prior to joining Morningstar in 2010, Dave worked in the alternative asset management field. He earned his bachelor’s degree in finance and decision sciences from Miami University and holds the Chartered Financial Analyst designation. You can follow him on X @Morningstar Markets. Dave, welcome back to The Long View . Background Bio The Morning Filter Morningstar Wide Moat Focus Market Outlook: Healthcare, Tariffs, AI, and Inflation “ 2025 Market Outlook: Markets Are Priced to Perfection, but Will It Last? ” by Dave Sekera, Morningstar.com, Jan. 10, 2025. “ Don’t Panic: It’s Not 2022 All Over Again ,” by Dave Sekera, Morningstar.com, Aug. 5, 2024. “ Healthcare: Valuations Look Fair Overall, With Select Industries Still Undervalued ,” by Karen Andersen, Morningstar.com, Oct. 3, 2024. “ 5 Stocks to Buy to Invest in AI With Less Risk ,” The Morning Filter , Morningstar.com, Aug. 5, 2024. “ Fed Rate Cut Shows the Main Battle Against Inflation Has Been Won ,” by Preston Caldwell, Morningstar.com, Sept. 18, 2024. “ We Expect GDP Growth to Weaken Until Fed’s Rate Cuts Kick In ,” by Preston Caldwell, Morningstar.com, Oct. 3, 2024. “ US Stock Market Outlook: Tariffs Are 2025’s Wild Card ,” by Dave Sekera, Morningstar.com, Dec. 2, 2024. Other “ Dave Sekera: Taking the Market’s Temperature ,” The Long View podcast, Morningstar.com, July 18, 2023. CFA Society CFA Society Chicago Stay Vigilant podcast…

The Long View

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Jordan Grumet: The Purpose Code 57:45

8 weeks 전57:45

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57:45

Hi, and welcome to The Long View . I’m Christine Benz, director of personal finance and retirement planning for Morningstar. On the podcast today, we welcome back Jordan Grumet. Jordan’s latest book is called The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy . His previous book was called Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life . Jordan is a hospice doctor, and he hosts the popular Earn & Invest podcast. He received his undergraduate degree from the University of Michigan and his medical degree from Northwestern University. Jordan, welcome back to The Long View . Background Bio The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life Earn & Invest podcast Happiness Studies “ High Income Improves Evaluation of Life but not Emotional Well-Being ,” by Daniel Kahneman and Angus Deaton, pnas.org, Sept. 7, 2010. “ Experienced Well-Being Rises With Income, Even Above $75,000 per Year ,” by Matthew Killingsworth, pnas.org, Jan. 18, 2021. “ Income and Emotional Well-Being: A Conflict Resolved ,” by Matthew Killingsworth, Daniel Kahneman, and Barbara Mellers, pnas.org, March 1, 2023. Harvard Study of Adult Development Other How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retireme nt , by Christine Benz The Art of Subtraction: Doing More With Less , by Matthew May US Bureau of Labor Statistics’ American Time Use Survey “ The Free-Time Paradox in America ,” by Derek Thompson, theatlantic.com, Sept. 13, 2016.…

The Long View

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Best of The Long View 2024: Financial Planning and Retirement 42:22

9 weeks 전42:22

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42:22

Hi, and welcome to The Long View . I’m Christine Benz, director of personal finance and retirement planning for Morningstar. On this week’s episode, we’ll feature some of our favorite clips from interviews we’ve done with financial planners, advisors, and retirement researchers over the past year. It’s a counterpart to a previously released “best of” episode that was all about investing. “ Daniel Crosby: Can Money Really Buy Happiness? ” The Long View podcast, Morningstar.com, Dec. 17, 2024. “ Scott Rick: Are You a Tightwad or a Spendthrift? ” The Long View podcast, Morningstar.com, June 18, 2024. “ Anne Lester: You’re Bad at Savings and It’s Not Your Fault ,” The Long View podcast, Morningstar.com, March 12, 2024. “ Mark Berg: How to Help Kids Financially Without Ruining Them ,” The Long View podcast, Morningstar.com, Nov. 19, 2024. “ Marc Freedman: The Case for Encore Careers ,” The Long View podcast, Morningstar.com, Feb. 20, 2024. “ Howard Gleckman: We Pretend This Isn’t a Problem ,” The Long View podcast, Morningstar.com, Jan. 16, 2024. “ Roger Young: Visualizing Retirement Is So Important ,” The Long View podcast, Morningstar.com, Feb. 13, 2024. “ Jamila Souffrant: ‘What Type of Life Do You Actually Want to Live?’ ” The Long View podcast, Morningstar.com, May 28, 2024. “ Jackie Cummings Koski: Late Starters Can Still Find FIRE ,” The Long View podcast, Morningstar.com, Aug. 20, 2024. “ Meir Statman: ‘The Biggest Risks in Life Are Not in the Stock Market,’ ” The Long View podcast, Morningstar.com. “ Christine Benz: How to Retire ,” The Long View podcast, Morningstar.com, Sept. 17, 2024. “ Brad Klontz: What’s Your Money Script? ” The Long View podcast, Morningstar.com, Dec. 10, 2024. “ Anne Tergesen: What Retirement Looks Like Today ,” The Long View podcast, Morningstar.com, Oct. 29, 2024. “ Jonathan Clements: ‘Life Is Full of Small Pleasures,’ ” The Long View podcast, Morningstar.com, Oct. 15, 2024.…

The Long View

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Best of The Long View: Investing 45:36

10 weeks 전45:36

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45:36

Hi, and welcome to The Long View . I’m Dan Lefkovitz, strategist for Morningstar Indexes. In this episode, we’ll share some of our favorite clips from 2024 interviews with portfolio managers, economists, and investment thinkers. It’s the companion to Christine Benz’s “Best of Episode” featuring highlights from conversations with financial planners, advisors, and retirement researchers. “ Joel Fried and Al Mordecai: Upholding the Culture at Primecap Management ,” The Long View podcast, Morningstar.com, Jan. 30, 2024. “ JB Taylor: Small Caps Haven’t Been This Cheap in 25 Years ,” The Long View podcast, Morningstar.com, March 5, 2024. “ Jody Jonsson: The Case for a Global Portfolio ,” The Long View podcast, Morningstar.com, Jan. 23, 2024. “ Bryan Armour: Is Index Investing’s Superpower Unstoppable? ” The Long View podcast, Morningstar.com, March 19, 2024. “ Sonali Pier: Don’t Rent Yield ,” The Long View podcast, Morningstar.com, Feb. 27, 2024. “ Neil Shearing: What the Consensus Is Missing About the Current Economy ,” The Long View podcast, Morningstar.com, April 16, 2024. “ Omar Aguilar and Sébastien Page: Market Outlook for 2024 and Beyond ,” The Long View podcast, Morningstar.com, Aug. 27, 2024. “ Carl Tannenbaum: Settling Into ‘Soft-Landing Territory,’ ” The Long View podcast, Morningstar.com, July 30, 2024. “ David Herro and Rajiv Jain: Should US Investors Renew Their Passports? ” The Long View podcast, Morningstar.com, July 9, 2024. “ Carl Vine: The Japan Earnings Story Has Legs ,” The Long View podcast, Morningstar.com, April 30, 2024. “ Justin Leverenz: Emerging Markets Are ‘Incredibly Attractive,’ ” The Long View podcast, Morningstar.com, Feb. 6, 2024. “ Ankur Crawford: ‘When Software Begins to Write Software, Innovation Is Exponential,’ ” The Long View podcast, Morningstar.com, Sept. 24, 2024. “ Jeremy Grantham: The Bigger the New Idea, the More the Market Becomes Overpriced ,” The Long View podcast, Morningstar.com, Oct. 8, 2024. “ Dan Ivascyn: The Outlook for Bonds Amid a Covid ‘Aftershock Global Economy,’ ” The Long View podcast, Morningstar.com, May 21, 2024.…

The Long View

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Daniel Crosby: Can Money Really Buy Happiness? 54:44

11 weeks 전54:44

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54:44

Today on the podcast, we welcome back Dr. Daniel Crosby. Daniel is the author of a new book called The Soul of Wealth: 50 Reflections on Money and Meaning . Daniel is the chief behavioral officer at Orion Advisor Solutions. In addition to The Soul of Money , Daniel has written several other books on behavioral finance, including The Behavioral Investor , The Laws of Wealth : Psychology and the Secret to Investor Success , and You’re Not That Great . Daniel also hosts his own podcast called Standard Deviations . He received his Bachelor of Science degree and PhD in Psychology, both from Brigham Young University. Background Bio “ Daniel Crosby: ‘If You’re Excited About It, It’s Probably a Bad Idea,’ ” The Long View podcast, Morningstar.com, Aug. 31, 2021. Books: The Soul of Wealth: 50 Reflections on Money and Meaning The Behavioral Investor: The Art and Science of Investment Management The Laws of Wealth: Psychology and the Secret to Investing Success You’re Not That Great Standard Deviations podcast Money and Happiness “ High Income Improves Evaluation of Life but Not Emotional Well-Being ,” by Daniel Kahneman and Angus Deaton, Psychological and Cognitive Sciences , Aug. 4, 2010. “ Income and Emotional Well-Being: A Conflict Resolved ,” by Daniel Kahneman, Matthew Killingsworth, and Barbara Mellers, Psychological and Cognitive Sciences , Nov. 29, 2022. Other The Creative Act: A Way of Being , by Rick Rubin “ Michael Finke: Here’s What Makes Retirees Happy ,” The Long View podcast, Morningstar.com, Oct. 2, 2019. Martin Seligman Daniel Crosby on X…

The Long View

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Brad Klontz: What's Your Money Script? 51:06

12 weeks 전51:06

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51:06

Our guest on the podcast today is author and financial psychologist, Dr. Brad Klontz. He’s an Associate Professor of Practice at Creighton University’s Heider College of Business. He’s also co-founder of the Financial Psychology Institute and managing principal of Your Mental Wealth Advisors, a fee-only registered investment advisory. Brad is co-author or co-editor of nine books on the psychology of money, including his latest, Start Thinking Rich: 21 Harsh Truths to Take You From Broke to Financial Freedom , which he co-wrote with Adrian Brambila. He is a fellow of the American Psychological Association and a former President of the Hawaii Psychological Association. He was appointed to the CNBC Financial Advisor Council in 2023 and received the 2018 and 2021 Montgomery-Warschauer Awards from the Journal of Financial Planning , honoring the most outstanding contribution to the betterment of the financial planning profession. He received his Doctor of Psychology degree from Wright State University, his master’s certificate in personal financial planning from Kansas State University, his master’s in counseling and human resources development from South Dakota State University, and his bachelor’s degree in psychology from Olivet Nazarene University. Brad is also a Certified Financial Planner professional. Background Bio Start Thinking Rich: 21 Harsh Truths to Take You From Broke to Financial Freedom , by Dr. Brad Klontz and Adrian Brambila Your Mental Wealth Advisors Money Scripts Your Money Script “ Money Beliefs and Financial Behaviors: Development of the Klontz Money Script Inventory ,” by Bradley Klontz, Sonya Britt-Lutter, Jennifer Mentzer, and Ted Klontz, Journal of Financial Therapy , April 2011. “ Identify and Understand Clients’ Money Scripts: A Framework for Using the KMSI-R ,” by Michelle Arpin Begina, Jessica Hickingbottom, Elaine Grogan Luttrull, Megan McCoy, and Bradley Klontz, Journal of Financial Planning , March 2018. Behavioral Finance “ Untangling Behavioral Finance and the Psychology of Financial Planning ,” by Brad Klontz, Journal of Financial Planning , January 2023. “ Integrating Interpersonal Neurobiology Into Financial Planning: Practical Applications to Facilitate Well-Being ,” by Brad Klontz, Journal of Financial Planning , May 2020.…

The Long View

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Tom Idzorek and Paul Kaplan: How to Make Lifetime Financial Advice Work for Clients 50:15

13 weeks 전50:15

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50:15

Our guests this week are Tom Idzorek and Paul Kaplan. This is Tom’s second appearance as a guest and Paul’s first. Tom is chief investment officer of retirement for Morningstar Investment Management. He also serves as a member of Morningstar’s 401(k) Committee, Public Policy Council, Global Investment Committee, US Investment Policy Committee, and the Editorial Board of Morningstar Magazine . Before retiring in 2023, Paul was director of research for Morningstar Canada and a senior member of Morningstar’s Global Research Team. He led the development of many of the quantitative methodologies behind Morningstar’s fund analysis, indexes, advisor tools, and other services. Tom and Paul are accomplished researchers and authors, having individually published or collaborated on numerous academic papers, accepted to prestigious peer-reviewed journals, and their work has received numerous awards through the years. In today’s interview, we’re focusing on one of their recent collaborations, their new book, Lifetime Financial Advice: A Personalized Optimal Multilevel Approach . Background Tom Idzorek Bio “ Tom Idzorek: Exploring the Role of Human and Financial Capital in Retirement Planning ,” The Long View podcast, Morningstar.com, June 7, 2022. Paul Kaplan Bio Lifetime Financial Advice: A Personalized Optimal Multilevel Approach , by Tom Idzorek and Paul Kaplan Lifetime Financial Advice “ Joining Lifecycle Models With Mean-Variance Optimization ,” by Tom Idzorek and Paul Kaplan, papers.ssrn.com, Oct. 19, 2023. Lifetime Financial Advice Book Club Series “ Personalized Multiple Account Portfolio Optimization ,” by Tom Idzorek, Financial Analysts Journal, June 29, 2023. “ The Popularity Asset Pricing Model ,” by Tom Idzorek, Paul Kaplan, and Roger Ibbotson, papers.ssrn.com, Oct. 26, 2021. “ Popularity: A Bridge Between Classical and Behavioral Finance ,” by Roger Ibbotson, Tom Idzorek, Paul Kaplan, and James Xiong, Research Foundation, Dec. 10, 2018. “ ESG Investing and the Popularity Asset Pricing Model (PAPM) ,” by Tom Idzorek, blogs.cfainstitute.org, Feb. 1, 2024. Other Milton Friedman Franco Modigliani Paul Samuelson Robert Merton Richard Thaler Daniel Kahneman Roger Ibbotson James Xiong “ Modern Portfolio Theory: What MPT Is and How Investors Use It ,” by the Investopedia team, Investopedia.com, Aug. 29, 2023.…

The Long View

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Ed Slott: Tax Planning for 2025 and Beyond 58:59

14 weeks 전58:59

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58:59

Hi, and welcome to The Long View . I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Today on the podcast, we welcome back retirement and tax expert Ed Slott. Ed is the president and founder of Ed Slott & Company, which provides retirement and tax-planning education to investment advisors and financial institutions. Ed has written several books, including his latest, The Retirement Savings Time Bomb Ticks Louder . PBS viewers may know Ed from his frequent appearance on public television. Ed also co-hosts a podcast with Jeff Levine, called The Great Retirement Debate . In addition, he hosts the popular website IRAHelp.com, where the Slott report regularly dispenses wisdom about retirement, tax, and estate planning. Ed is a certified public accountant. Background Bio “ Ed Slott: Act Now on Historically Low Tax Rates ,” The Long View podcast, Morningstar.com, Aug. 19, 2020. The Great Retirement Debate podcast The Retirement Savings Time Bomb Ticks Louder , by Ed Slott Tax-Loss Harvesting “ The Ins and Outs of Tax-Loss Selling ,” Interview with Christine Benz and Ed Slott, Morningstar.com, Dec. 14, 2022. “ The Best Investments for Taxable Accounts ,” by Christine Benz, Morningstar.com, Jan. 23, 2024. “ Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024 ,” Investing Insights with Christine Benz and Margaret Giles, Morningstar.com, Nov. 22, 2024. “ The Big Retirement Myth ,” Interview with Christine Benz and Ed Slott, Morningstar.com, Aug. 7, 2024. Required Minimum Distributions and IRAs “ IRS Issues Final SECURE Act Regulations: Controversial Annual RMD Requirement During 10-Year Rule Stands ,” by Sarah Brenner, irahelp.com, July 22, 2024. “ Best Advice? Ignore the 10-Year RMD Rule ,” by Ed Slott, investmentnews.com, Aug. 19, 2024. “ The New Rules for Missed RMDs ,” Interview with Christine Benz and Ed Slott, Morningstar.com, July 24, 2024. “ Brace Yourself for Higher RMDs in 2024 ,” Interview with Christine Benz and Ed Slott, Morningstar.com, March 13, 2024. “ Inherited IRAs: What to Know About Taxes, RMDs, and More ,” by Tori Brovet, Morningstar.com, Sept. 13, 2024. Qualified Charitable Distribution “ 12 QCD Rules You Must Know ,” by Sarah Brenner, irahelp.com, July 10, 2024. “ Year-End QCD Mistakes to Avoid ,” by Ed Slott, investmentnews.com, Nov. 18, 2023. “ Year-End Charitable-Giving Strategies ,” Interview with Christine Benz and Ed Slott, Morningstar.com, Nov. 1, 2023. Tax-Law Changes in 2025 “ 401(k) Contribution Limits Increase for 2025 ,” by Sarah Brenner, irahelp.com, Nov. 6, 2024. “ Higher Catch-Up Contributions Available for Certain Older Employees Starting in 2025 ,” by Ian Berger, irahelp.com, Oct. 21, 2024. “ IRS Announces New Income Limits for IRA Contributions in 2025 ,” by Denise Appleby, Morningstar.com, Nov. 20, 2024. “ Ed Slott: What Investors Need to Do Before the Tax Cuts and Jobs Act Expires ,” Interview with Christine Benz and Ed Slott, Morningstar.com, Feb. 6, 2024.…