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.
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Today on the podcast, we welcome back Dr. Jim Dahle. Jim is a practicing ER physician, and he’s also the founder of The White Coat Investor, which is a financial education platform for healthcare professionals. The White Coat Investor includes a podcast, blog, conferences, and other educational resources. He is also the author of several books about money and investing, including his most recent, The White Coat Investor’s Guide to Asset Protection. One of the highlights from the episode was Jim’s explanation of how he shifted to become a “recovering optimizer” with his finances. We also liked his idea of creating a “20s fund” for your children as a way to shift part of their inheritance to an earlier point in life, and we found his discussion of his climbing accident to be impactful, particularly how the experience made him think about what really matters in life.
Episode Highlights
00:00:00 Introduction
00:02:00 Managing Unexpected Portfolio Wealth
00:03:37 When to Use Cash, Bonds, and TIPS
00:13:02 Weighing Private Investment Trade-Offs
00:22:58 Direct Indexing and Tax-Loss Harvesting
00:27:02 Optimizers, Satisficers, and the “Too Hard Pile”
00:33:43 Behavioral Biases and Teaching Kids About Money
00:44:19 Lessons From Jack Bogle
00:49:52 Finding What Matters After a Climbing Accident
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Joseph Moore: The Investments That Matter Most May Not Be in Your Portfolio
Episode 395
Tuesday, October 27, 2026 • Duration 58:35
Our guest on the podcast today is Joseph Moore, a historian and author of the bestselling book, How to Get Rich in American History: 300 Years of Financial Advice That Worked & Didn’t, where he chronicles all of the various things Americans have tried to do to get ahead over three centuries. He’s also an investor who went from being an academic to funding a tech startup, buying land on the moon, founding a cryptocurrency, and owning dozens of investment properties. This was a really fun conversation where we covered a lot of ground about the history of financial advice in the US as well as Joseph’s own adventures in investing and money-making ventures. One of the really interesting things he said was that who you marry can be a strong indicator of financial success. We also enjoyed his discussion of the often overlooked role of women in household financial decision-making and found his take on what he calls the “despair industrial complex” especially thought-provoking.
Episode Highlights
00:00:00 Introduction
00:01:41 Financial History and America’s ‘Go-Ahead’ Culture
00:15:24 Wealth, Mobility, and the American Dream
00:18:14 Fast Time, Career Risk, and Building Wealth
00:24:38 The Rise of Financial Advising as a Profession
00:35:34 Startups, Shorting Stocks, and Beating the Market
Mike Piper: Scammers Are Getting Smarter. Is Your Financial Security Keeping Up?
Episode 394
Tuesday, October 20, 2026 • Duration 53:08
Our guest on the podcast today is Mike Piper. Mike is the author of several personal finance books, the latest of which is called Household Cybersecurity: A CPA’s Guide to Protecting Your Accounts and Personal Information. Mike also writes a wonderful blog called Oblivious Investor, and he’s developed a free tool exploring Social Security claiming decisions called Open Social Security. One thing we loved about the conversation with Mike and about Mike’s book is his attention to the interplay between cybercrimes and cognitive decline as we age. He has a lot of helpful tips for troubleshooting that issue. One of the really interesting points he made was that financial problems can actually be an early warning sign of cognitive decline for an older parent or other family member. Mike shared simple, helpful tips that are easy to implement, including why you should create a guest network that’s separate from your main network at home, and how that can improve your cybersecurity.
Episode Highlights
00:00:00 Introduction
00:02:41 Why Cybercrime Is Increasing
00:04:10 How AI Is Making Scams More Convincing
00:08:25 How to Spot Cyber Fraud
00:15:21 How to Create Stronger Passwords
00:19:25 Multifactor Authentication and Passkeys
00:33:27 How to Secure Devices and Home Networks
00:36:53 Are Bank or Investment Accounts Safer?
00:39:21 Can Financial Problems Signal Cognitive Decline?
00:45:24 When to Bring in a Financial Professional
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Spencer Look and Jack VanDerhei: The Assumptions That Can Put Your Retirement at Risk
Episode 393
Tuesday, October 13, 2026 • Duration 52:40
Today, we’re happy to welcome two guests from the Morningstar Center for Retirement & Policy Studies. Spencer Look is the associate director of retirement studies and public policy for Morningstar, and Jack VanDerhei is the director of retirement studies and public policy. Jack previously worked as the research director at the Employee Benefit Research Institute from 1996 through 2022. Spencer and Jack both produce a lot of really helpful research on retirement outcomes, Social Security reform, and retirement policy. One of the highlights was their more balanced take on whether there’s really a retirement crisis in the US. We hear a lot of really dire warnings about that, so we appreciated their perspective on where there’s room for improvement, as well as data on things that aren’t quite as bad as some people might have us believe. You won’t be surprised to hear that we really enjoyed the discussion about long-term care. Spencer and Jack have both concluded that the retirement planning community has underrated long-term care as a risk factor for people’s retirement plans.
Episode Highlights
00:00:00 Introduction
00:02:52 Modeling US Retirement Outcomes
00:07:06 Is There a Retirement Crisis?
00:11:17 Evaluating Retirement Policy Reform
00:14:49 Planning for Social Security Changes
00:18:01 Access, Auto‑Enrollment, and Accumulation
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Erin Moriarity: My Dad Lost About $1.5 Million on Bad Investments. Here’s How to Avoid His Mistakes
Episode 392
Tuesday, October 6, 2026 • Duration 49:25
Our guest on the podcast today is Erin Moriarity. Erin is the originator of the Erin Talks Money channel on YouTube, where she explains personal finance and retirement planning concepts with easy-to-understand videos. Erin received her bachelor’s degree in business at Northern Michigan University and completed the Certified Financial Planner program at The Ohio State University. We loved hearing about Erin’s thought process on providing financial information to people who weren’t being well-served by traditional financial advice models. Erin also explained why people shouldn’t worry too much about Social Security benefits going away due to lack of funding, and the value of working with an advisor later in life, even if you’re a do-it-yourself investor.
Episode Highlights
00:00:00 Introduction
00:01:21 Early Financial Education
00:04:14 Bringing Financial Advice to the Middle Class
Robin Wigglesworth: Why Bonds Are Behind Every Financial Boom and Bust
Episode 391
Tuesday, September 29, 2026 • Duration 01:08:10
Today’s guest on The Long View is Robin Wigglesworth. Robin is the editor of the Financial Times finance blog, Alphaville. He’s also the author of Trillions, which is the definitive book on the past, present, and future of passive investing. Robin’s joining us today to discuss his latest book, A Fabulous Debt, which is a history of the bond market. The history of the bond market is marked by war, peace, market mania featuring a very colorful cast of characters, and so much more. Robin is such a brilliant writer that he really brings every aspect of a history to life. One of the highlights of the show was when he was talking about the huge amount of capital spending we’re seeing in artificial intelligence and how it parallels the railroad boom in the 19th century. He made the point that debt-fueled capital spending sprees tend to end quite badly, although the scale of capital investment in AI this time around is still quite a bit smaller. As Robin points out, history rarely repeats, but often rhymes, and we might be living through one of those rhyming moments today.
We’d love to hear what you think about The Long View podcast. Please take a moment to share your feedback—thanks for listening!
Episode Highlights
00:00:00 Why the History of Bond Market Matters
00:09:38 Venice and the Birth of Bonds
00:16:34 How Britain Shaped America’s Financial System
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Elliott Appel: Caring for My Father Put My Life on Pause for 7 Years. Here’s What I Learned
Episode 390
Tuesday, September 22, 2026 • Duration 49:17
Our guest on the podcast today is Elliott Appel. He’s a financial planner and the founder of Kindness Financial Planning. He’s also an author. His latest book is called How to Help Your Parents As They Age: A Financial Planner’s Guide to Caregiving, which chronicles his father’s last years and the key lessons he learned along the way. He’s also co-host of his own podcast called the ME and Money Podcast. We really loved this conversation because Elliott provided so many tangible tips that people can use to help their parents, and his personal story really provides a lot of color.
We’d love to hear what you think about The Long View podcast. Please take a moment to share your feedback—thanks for listening!
Episode Highlights
00:00:00 Introduction
00:01:23 Financial Planning Through Life Transitions
00:03:22 Appel’s Journey Planning for His Father
00:08:45 How an Eldercare Consultant Can Help
00:13:03 Estate Planning and Choosing the Right Power of Attorney
00:17:05 Guardrails for Aging Parents’ Finances
00:24:43 Put Parents on Your Cellphone Plan
00:27:17 Navigating Healthcare, Housing, and Care Transitions
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Jeff Ptak: The Simple Secret to Becoming a Better Investor
Episode 389
Tuesday, September 15, 2026 • Duration 52:03
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 focuses on investor outcomes. One of the highlights from the podcast today was when Ptak talked about how such a small number of stocks tend to generate a disproportionate amount of the market returns and what that means for diversified actively managed funds. He also discusses what target-date funds get right for investors, as well as what some of them may be missing.
We’d love to hear what you think about The Long View podcast. Please take a moment to share your feedback—thanks for listening!
Episode Highlights
00:00:00 Mind the Gap and Investor Behavior
00:08:15 Crypto ETFs and Timing Mistakes
00:11:44 Active Funds and Letting Winners Run
00:23:11 Improving Investor Outcomes Through Lower Costs
00:30:20 Private Markets, SpaceX, and 401(k) Risks
00:34:26 Thematic ETFs, Speculation, and Fun Money
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Jean Chatzky: How to Create a Forever Paycheck for Retirement
We’d love to hear what you think about The Long View podcast. Please take a moment to share your feedback—thanks for listening!
Episode Highlights
00:00:00 Introduction
00:01:00 Why Retirees Struggle to Spend
00:05:18 Creating a Retirement Paycheck
00:09:25 Choosing Annuities and Financial Advice
00:20:40 Bridging the Social Security Gap
00:23:40 Managing Sequence-of-Returns Risk
00:28:42 Retirement Planning for Couples and Working Longer
00:37:17 Protecting Against Financial Fraud
00:40:39 How Jean Chatzky Reimagined Retirement
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David Booth: ‘The Markets Work Well for Everybody, Not Just the Insiders’
Episode 387
Tuesday, September 1, 2026 • Duration 50:27
Today’s guest on The Long View is David Booth. David is a repeat guest, the founder of Dimensional Fund Advisors, and has just released a new book titled Stay Calm: Learn to Embrace Uncertainty in Investing and Life. One of the interesting through lines on the episode really centered on data. David explained that without data, people are just arguing beliefs. There was so much time within the industry where investors really were in a data desert. That foundational layer was critical to everything that David, his colleagues at Dimensional, and so many others around the broader investing industry have ultimately brought to bear for the benefit of so many investors over the years. Plus, David explained that having access to a more complete dataset can really help provide a sense of calmness and reassurance for investors, even in an uncertain environment.
Episode Highlights
00:00:00 Introduction
00:03:21 How Market Data Revolutionized Investing
00:09:22 Learning From Eugene Fama
00:16:16 Communicating Financial Science
00:20:40 What is the Efficient-Market Hypothesis?
00:24:11 Diversification and the Limits of Indexing
00:32:37 Is Dimensional Active or Passive?
00:34:24 The Science Behind Factor Investing
00:40:29 Trusting Markets and Embracing Uncertainty
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Details about The Long View, a podcast by Morningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist
