Publicly listed emails
podcast@morningstar.com
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Booking Overview
Metrics
Episodes: 386
Frequency: Weekly
Rating: 4.6/5.0
Estimated listeners: 10k-100k
Gender skew: Neutral
Location: USA
YouTube: 141.0k subscribers
Instagram: 57.0k followers
Contact Information
Publicly listed emails
podcast@morningstar.com
Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.
Host
Christine Benz - Director of Personal Finance and Retirement Planning at Morningstar, focused on retirement planning and personal finance research.
Ben Johnson - Head of Client Solutions at Morningstar, specializing in investment strategy and portfolio solutions.
Amy Arnott - Portfolio Strategist at Morningstar, focused on portfolio construction and investment strategy.
Booking Intelligence
Booking Requirements
Recent Guest Discussions
Ryan Frederick - Housing Decisions In Later Life, Aging In Place, Longevity, Home Equity, Senior Living, Cohousing, And Healthy Aging.
Brett Arends - Portfolio Diversification, Index Funds, Investment Bubbles, Private Securities, Inflation-protected Securities, Retirement Income, Annuities, And Social Security.
Dana Anspach - Retirement Transitions, Portfolio And Income Strategies, Annuities, Long-term Care, Taxes, Inflation Risk, Longevity, And Financial Fraud Prevention.
Recent Topics
Episodes
Nick Maggiulli: Climbing the Wealth Ladder
August 11, 2026
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 Officer and Data Scientist at Ritholtz Wealth Management. He received his bachelor’s degree in econom...
Stefan Sharkansky: The Retirement Spending Plan That Adapts as Markets Change
August 04, 2026
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 and portfolio structures. In addition, he developed and operates the website PersonalFund.com, which pro...
Ryan Frederick: Why Your Home May Matter More Than Your Portfolio Later in Life
July 28, 2026
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 individuals think through housing decisions for the second half of life. In addition, Ryan provide...
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