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 Wednesday.
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Our guest on the podcast today is Jeff Ptak . He’s a longtime Morningstar employee and currently serves as managing director for Morningstar Research Services. He originally joined Morningstar back in 2002 as a senior mutual fund analyst. Jeff was one of the original two co-hosts of this podcast and regularly posts his thoughts on Morningstar.com , Substack , X , and LinkedIn . Ptak’s work really…
Today on the podcast we welcome back Nick Maggiulli . He’s the author of a new book called The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life . His first book was called Just Keep Buying . In addition, Nick writes a wonderful blog called Of Dollars and Data , which is focused on the intersection between data and personal finance. In his day job, Nick is the Chief Operating…
Our guest on the podcast today is Stefan Sharkansky . Stefan is a Ph.D. statistician who specializes in finance. He wrote a provocatively titled paper, “ The Only Other Spending Rule Article You Will Ever Need ,” which was published in the Financial Analyst Journal . Stefan has also developed a related website called, The Best Third , designed to help people with their retirement spending plans…
Our guest on the podcast today is Ryan Frederick , an author, speaker, and entrepreneur focused on the intersection of place and healthy longevity. As founder and CEO of HERE , he provides content courses and coaching in place planning, a holistic, research-based approach to help people find the right place for every stage of life. He’s also the author of Right Place, Right Time, a book that helps…
Our guest on the podcast today is Brett Arends . Brett has been a columnist for MarketWatch , The Wall Street Journal , and other Dow Jones publications since 2007. His regular column for MarketWatch is called ROI , and he has also written for SmartMoney , TheStreet.com , and the Boston Herald . In addition, Brett has written several books including Storm-Proof Your Money: Weather Any Economy,…
Today on the podcast, we welcome back Dana Anspach . Dana’s the author of a new book about retirement called Living Off Your Acorns: Your Guide to the Four Phases of Retirement . This is her third book. Earlier books are Control Your Retirement Destiny and Social Security Sense . Dana is also founder and CEO of the financial planning firm Sensible Money , based in Scottsdale, Arizona, and she has…
Our guests on the podcast today are Cody Garrett and Sean Mullaney . They’re both advice-only financial planners, and they’re the co-authors of a new book called Tax Planning To and Through Early Retirement . Cody is a certified financial planner and the founder of Measure Twice Money , where he helps DIY investors make informed decisions aligned with their values. He also leads Measure Twice…
Today on the podcast, we’re delighted to welcome back Jeremy Grantham to discuss his book, The Making of a Permabear: The Perils of Long-term Investing in a Short-term World , which he co-authored with Edward Chancellor . Jeremy is the long-term investment strategist at his namesake firm, Grantham, Mayo, Van Otterloo & Company, or GMO , which he co-founded in 1977. He serves on GMO’s…
We’re taping this podcast live at the Morningstar Investment Conference , where we’re delighted to be joined by Fidelity’s Will Danoff. Will runs a number of Fidelity equity strategies , the best known of which is Fidelity Contrafund FCNTX, a mutual fund he’s been managing since September 1990. Morningstar named Will its Domestic-Stock Manager of the Year in 2007 . Prior to becoming a portfolio…
Today’s guests are Morningstar’s Brian Moriarty and Jack Shannon . Brian is a principal, fixed-income strategies, for Morningstar. Before assuming his current role in 2015, Brian was a client solutions consultant for Morningstar Office, a practice and portfolio management system for independent financial advisors. Before joining Morningstar in 2013, he was a research assistant for DePaul…
