podcast@morningstar.com
For verified host and producer emails, sign up to view.
Episodes: 385
Frequency: Weekly
Rating: 4.6/5.0
Estimated listeners: 10k-100k
Gender skew: Neutral
Location: USA
YouTube: 141.0k subscribers
Instagram: 57.0k followers
podcast@morningstar.com
For verified host and producer emails, sign up to view.
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.
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.
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...
Brett Arends: Worried About Outliving Your Money? There’s an Answer
July 21, 2026
Our guest on the podcast today is Brett Arends. Brett has been a columnist for MarketWatch, The Wall Street Journal, and other Dow Jones publications since 2007. His regular column for MarketWatch is called ROI, and he has also written for SmartMoney, TheStreet.com, and the Boston Herald. In addition, Brett has written several books including Storm-Proof Your Money: Weather Any Economy, Rebuild Your Portfolio, Protect Your Future. Brett took a double first in history at Cambridge University a...
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