The Long View

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.

Why investment sizing is an important—yet often overlooked—factor in investor outcomes.

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.

A Morningstar researcher discusses rising passive share, bitcoin ETFs, and the future of active management.

An author and retirement expert discusses the financial challenges confronting young adults and what financial advice she’d give her younger self.

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.

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.

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.’

A T. Rowe Price thought leader discusses key financial and nonfinancial considerations for people embarking on retirement.

A veteran globe-trotting investor sees upside in an unloved asset class.

Two veteran managers of the Vanguard Primecap Fund discuss the firm’s storied history, how they run money, and more.

A veteran portfolio manager and senior leader at Capital Group discusses why investors should keep the faith in non-U.S. names and where she's finding attractive opportunities today.

An expert on aging discusses the status of long-term care in the U.S., including the toll on caregivers, innovations in Alzheimer’s treatment, and the financial ramifications for older adults.

Some of our favorite clips from interviews with portfolio managers and investment specialists in 2023.

Some of our favorite clips from interviews with financial planners, advisors, and retirement researchers over the past year.

The author and columnist shares insights about rising interest rates and mortgage paydown, crypto and meme stocks, and his own financial journey and portfolio.

Baird’s director of advanced planning discusses Secure 2.0 changes that are phasing in next year, as well as strategies for Roth conversions and tax-savvy portfolio management.

GMO’s head of asset allocation reflects on the quality anomaly, why value stocks are the cheapest they’ve been in years, and whether it really is different this time for Japanese equities.

A U.K.-based financial advisor discusses why people over 50 are often underserved by the financial-services industry, ways to ease into retirement, and what it means to be a ‘retirement rebel.’

A Goldman Sachs retirement specialist discusses retirement savers’ successes and pain points, what 401(k) plans could do better, and what works in financial education.

The author and ‘Budgetnista’ discusses the benefits of sharing financial mistakes, helping loved ones be better with money, and what she means by ‘financial wholeness.’

Amy Arnott and John Rekenthaler discuss Morningstar’s latest research, including flexible withdrawal strategies, guaranteed income sources, and TIPS ladders.

The veteran retirement columnist reflects on a two-fund portfolio, safe spending rates, and the role of home equity in retirement cash flows.

The ‘godfather of the FI movement’ discusses the key takeaways from his latest book, where he turns for financial wisdom, and what higher yields mean for investors.

Pitchbook’s head of research on what predicts performance in private markets, the effect of rising rates on deal-making, and more.

Schwab’s chief global investment strategist on the Middle East Conflict, the state of the global economy, why bond yields are rising, and more.

The University of Wisconsin professor on the challenges of decumulation, the connection between defaults and abandoned retirement accounts, and the ‘hassle costs’ that can weigh on workers.

The successful manager of T. Rowe Price Capital Appreciation discusses the new ETF he’s running, stock-picking, index concentration, and more.

The senior CNBC markets commentator on inflation, Fed policy, the economic outlook, market risks, and more.

A longtime fund manager reflects on the state of China’s economy and market and what the future might hold.

The Income Solutions founder discusses the role of annuities in retirement plans and her quest to add transparency to a historically opaque space.

The author and financial planner discusses the ins and outs of planning for people with special needs, including guardianships, the role of trusts, and housing.

The Northern Trust CIO on the case for bonds, the Fed’s fight against inflation (and whether it’s succeeding), housing affordability, and more.

BlackRock’s longtime chief investment officer on his new ETF, whether we’ll get a soft landing, the fight against inflation, and more.

The Oakmark fund manager on the limits of macro, why financials look cheap, indexing’s pitfalls, and more.

The author and financial educator on why we shouldn’t let our finances and accomplishments define us—and what we can do instead.

The real estate expert and author discusses the state of the U.S. housing market, the outlook for office buildings, and buying versus renting in a rising interest-rate environment.

Vanguard’s global head of advice methodology discusses key trends in company retirement plans: contributions, allocations, and advice-seeking.

Morningstar’s chief U.S. investment strategist weighs in on the value/growth divide, the ‘Magnificent 7,’ and what’s under- and overvalued today.

The author discusses updates he made to the latest edition of his popular investing book, plus we discuss the returns outlook, TIPS ladders, and more.

The author and financial researcher discusses his new book on the rise of Modern Portfolio Theory and practice.

Authors Fritz Gilbert and Eric Weigel discuss what preretirees miss when planning their own retirements.

The New York Times economics reporter on the state of the economy and inflation, tax policy, wealth inequality, and more.

The WisdomTree CIO on ‘do-nothing’ strategies, the market outlook, what constitutes a risk factor, and more.

The author and personal finance expert discusses his new Netflix show, what it means to have a ‘rich life,’ and why he’s not a fan of budgeting.

The legendary Fidelity manager discusses his biggest investing mistake, the implications of AI for portfolio management, and how private equity affects investors in public securities.

How having sufficient assets for one’s own lifetime affects decision-making for investments, charitable giving, estate planning, and taxes.

The distinguished NYU professor expounds on whether stocks look cheap, market efficiency, and the rise of AI.

The financial planning guru discusses the equity risk premium, tax-efficient retirement drawdown, and where to stash cash in a higher-interest-rate era.

The Charles Schwab strategist on recession risks, inflation, Fed policy, the housing outlook, and more.

The author and columnist shares insights about rising interest rates and mortgage paydown, crypto and meme stocks, and his own financial journey and portfolio.

The popular author and podcast host discusses navigating financial transitions in the wake of the pandemic, the current financial environment, and how to negotiate in the workplace.

The director of investor protection at the Consumer Federation of America discusses conflicts of interest in the financial-advice space, crypto assets, and how social media affects investment decision-making.

A noted household- and behavioral-finance researcher discusses conventional personal finance advice, emergency savings, and the role of defaults in improving retirement outcomes.

The founder of Timothy Financial Counsel on the best candidates for hourly advice, direct indexing and tax planning, and how his firm advises clients in retirement.

The podcaster and blogger discusses what financial freedom means to him, his thoughts on safe withdrawal rates, and travel tips and hacks.

The retirement-planning specialist discusses whether the 60/40 is broken, annuities, and the challenges of creating one-size-fits-many solutions for retirement.

A leading academic researcher on stock volatility, ESG and expected returns, the liquidity risk factor, and more.

The financial advisor on whether women invest differently than men, how couples can find financial peace, and why widows often switch financial advisors.

The financial planning professor and researcher discusses retirement-spending strategies, sequence risk, and portfolio construction.

A financial planner discusses his shift from music to finance, his work in financial education, and where he thinks advisors can add the most value.

Charles Schwab’s chief fixed-income strategist on the interest-rate picture, the jobs market, the recession outlook, housing, and more.

The popular blogger and podcast host talks about finding her audience, key financial decisions like whether to buy a home, and ‘the monetization of self.’

The financial planner and author discusses the college application process, strategies for making college more affordable, and how college choice affects success later in life.

Tax guru Jeff Levine discusses Secure 2.0, tax planning before and during retirement, and whether investors should bank on continued low tax rates.

The author and retirement expert discusses inflation’s impact on older adults, the job market for older workers, and practical strategies for maximizing Social Security and Medicare benefits.

Some of our favorite clips from interviews with portfolio managers and investment specialists in 2022.

Some of our favorite clips from interviews with financial planners, advisors, and retirement researchers over the past year.

Christine and John discuss the key findings from ‘The State of Retirement Income’ study that they recently published.

A prominent author and investor shares his thoughts on hubris, choice overload, improvements the fund industry could make, and more.

The author and retirement-planning expert discusses goals-based planning, managing sequence risk, and bucketing.

The author and founder of Alpha Architect on the case for trend-following, when buy-and-hold makes sense, value investing’s slump and rebound, and more.

A financial planner and financial planning professor on the value of mentors at every life stage, the evolution of financial advice, and what works in financial education.

A financial planner discusses how the hourly model for financial advice serves clients who are shut out of traditional advice models.

A financial planner and podcaster on what the current market environment means for retirement portfolio planning and the key contributors to success later in life.

The best-selling author on what makes financial paradoxes interesting, why stories are the best way to teach about money, what constitutes financial freedom, and more.

The hosts of the rich & REGULAR podcast discuss their journey toward financial independence, the racial wealth gap, and getting off the social-media treadmill.

A noted financial advisor shares how she helps clients manage sequence risk, high inflation, and the wild card of long-term care.

The CNBC senior markets correspondent discusses his biggest investing mistakes, the media’s role in market bubbles, and the challenge of finding an information edge.

A leading financial futurist on whether open-end funds will become obsolete, the value of direct indexing, “ESG 2.0,” and more.

The retirement expert and author discusses expanding retirement-savings opportunities for low- and middle-income workers, the benefits of employer-sponsored emergency funds, and the challenges of decumulation.

Baird's director of tax planning discusses tax-loss selling, Roth conversions, and the new rules for inherited IRAs.

The personal finance expert and author discusses how couples can navigate earnings differences and asserts that fear can be a financial superpower.

The manager of Causeway International Value Fund discusses women in investing, value traps, whether active management has gotten tougher, and more.

Our guest on the podcast today is Cameron Huddleston. She is an award-winning personal finance journalist and author of Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances. She was a caregiver for 12 years for her mom who had Alzheimer's disease. She currently is the director of education and content at Carefull, a new service built to protect aging adults' daily finances. She received her B.A. in journalism and Russian studies from Washington and Lee University and her master's in economic journalism from American University.

The financial advice guru discusses his time-management hacks, the benefits and limitations of direct indexing, and the myth of fee compression in the advice space.

The author and financial podcaster on financial independence, the 'scarcity mindset,' and the importance of time horizon in deciding how to invest.

The CNBC senior markets commentator on the corporate profit picture, rising interest rates and inflation, stock valuation, and more.

The retirement expert joins us to discuss retirement income styles, withdrawal rates, and how the current market environment and inflation will affect retirees.

Jordan Grumet on his path to financial independence and mastering 'the art of subtraction.'

The accomplished author and financial researcher shares his thoughts on the 60/40 portfolio, inflation’s staying power, how optimism can be a secret weapon, and more.

The co-founder of retirement-software provider Income Lab says that older adults can take a few simple steps to ensure that their assets last throughout their lifetimes.

The co-founder of Next Gen Personal Finance discusses the state of financial education in the U.S. and how to teach lessons that stick.

The real estate expert and author discusses what’s happening in the housing market, her thoughts on real estate as an investment, and tips for prospective homebuyers.

The DPL Financial Partners CEO discusses disentangling annuities and life insurance from their high-cost, high-commission roots—and why fixing long-term-care coverage could be next.

Three researchers discuss some of the key challenges for retirement planning: inflation, longevity protection, and safe withdrawal rates in a volatile market environment.

The prominent researcher shares his thoughts on retirement managed accounts, what makes ESG tick, the ‘popularity’ concept, and more.

The AQR co-founder on how to deal with low expected returns, the case for alternatives, private equity and the “illiquidity discount,” and more.

The author and financial analyst talks about his new book, The Bogle Effect, in which he chronicles the Vanguard founder's personal and professional journey and the impact he had on investors during his fabled career.