The Long View

Christine Benz, Ben Johnson, Amy Arnott

Booking Overview

This weekly interview show focuses on long-term investing, retirement planning, personal finance, and portfolio strategy, typically featuring established finance professionals, researchers, authors, and specialists with original frameworks or research. PR agencies could credibly pitch investment strategists, retirement experts, financial academics, portfolio researchers, and authors with actionable expertise; booking is likely high difficulty because guests are typically established authorities with strong credentials and relevant thought leadership.

Metrics

Episodes: 392

Frequency: Weekly

Rating: 4.6/5.0

Estimated listeners: 10k-100k

Gender skew: Unknown

Location: USA

YouTube: 141.0k subscribers

Instagram: 65.0k 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.

Ben Johnson - Head of Client Solutions at Morningstar.

Amy Arnott - Portfolio Strategist at Morningstar.

Booking Intelligence

Booking Requirements

high

Typical Credentials:

Established investment professionals, retirement specialists, financial researchers, academics, authors, and practitioners with recognized expertise, original research, a published book or paper, or a substantive planning framework.

Required Achievements:

Published books on investing, wealth, or retirement, Peer-reviewed or industry research, Leadership roles at respected financial institutions or advisory firms, Development of recognized investment or retirement planning frameworks, Relevant academic credentials and professional experience

Recent Guest Discussions

Nelson Wicas - Portfolio Construction, Quantitative Equity Strategies, Index Investing, Active Management, Modern Portfolio Theory, And Behavioral Finance.

Andy Clarke - Portfolio Construction, Index Investing, Active Management, Investor Behavior, And The Relationship Between Art And Science In Wealth Management.

Nick Maggiulli - Wealth-building Strategies, Spending Rules, Income, Career Choices, Investment Risk, Opportunity Costs, And The Relationship Between Money And Happiness.

Stefan Sharkansky - Retirement Spending, Withdrawal Strategies, TIPS Ladders, Annuities, Portfolio Structure, Global Diversification, And Legacy Planning.

Ryan Frederick - Housing Decisions In Later Life, Longevity, Aging In Place, Home Equity, Senior Living, Community Design, And Healthy Aging.

Recent Topics

Retirement Planning, Portfolio Management, Personal Finance, Asset Allocation, Investing

Episodes

Here's the recent few episodes on

The Long View

Elliott Appel: Caring for My Father Put My Life on Pause for 7 Years. Here’s What I Learned

September 22, 2026

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 peop...

Jeff Ptak: The Simple Secret to Becoming a Better Investor

September 15, 2026

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 ...

Jean Chatzky: How to Create a Forever Paycheck for Retirement

September 08, 2026

Today on the podcast, we welcome back Jean Chatzky. Jean is the author of a new book about retirement planning called The Forever Paycheck: The New Retirement Strategy to Spend More, Worry Less, and Never Run Out of Money. In addition, she has written several other New York Times bestselling books about money and investing. She’s also CEO of HerMoney.com and host of the podcast Her Money with Jean Chatzky. She served as the financial editor of NBC Today for 25 years and is the financial ambas...

Publicly listed emails

podcast@morningstar.com

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