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.
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 Wednesday.
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.
How to Tell Whether an Active Fund Manager Was Skilled or Lucky
Two investment researchers explain how process and performance across market environments can offer clues about whether strong results are repeatable.
The Investing Risks Recent History May Be Hiding
The authors of ‘The Architecture of Wealth’ have a warning for investors: Don’t assume stocks will always recover quickly, and don’t underestimate the possibility of another inflation shock.
Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, and Other Lessons for Building a Better Portfolio
The authors of ‘The Architecture of Wealth’ share insights from working with Jack Bogle and decades of research on diversification, indexing, active management, and behavioral bias.
These Dubious Investments Prey on Your Worst Instincts
Morningstar’s Jeff Ptak weighs in on private markets, thematic ETFs, and crypto. As for private assets in 401(k)s, he’s not mincing words: ‘I hate it.’
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.
This Retirement Strategy Can Provide Inflation Protection for 30 Years
Why a retirement researcher likes TIPS ladders better than immediate annuities.
Nick Maggiulli: Climbing the Wealth Ladder
The author and blogger discusses how financial priorities should change with income and net worth, the money/happiness connection, and why deciding how to spend is just as important as deciding how to invest.
Hosts
Subscribe
United States