The Long View

Christine Benz, Amy Arnott, Ben Johnson

podcast@morningstar.com

For verified host and producer emails, sign up to view.

Booking Overview

The Long View is a weekly investing/retirement strategy show focused on actionable guidance for long-term investors. Guests are typically finance leaders—authors, CFPs, and research executives—who translate market and planning concepts into practical decisions.

Metrics

Episodes: 377

Frequency: Weekly

Rating: 4.6/5.0

Estimated listeners: 10k-100k

Gender skew: Male

Location: USA

YouTube: 134.0k subscribers

Instagram: 57.0k followers

Contact Information

podcast@morningstar.com

For verified host and producer emails, sign up to view.

Host

Christine Benz - Morningstar editor-at-large known for long-term investing and personal finance coverage. Regularly publishes retirement and portfolio strategy research and writing for long-term investors.

Amy Arnott - Morningstar contributor who writes and speaks on personal finance and investing topics, with a focus on practical guidance for investors managing retirement and portfolios.

Ben Johnson - Morningstar senior analyst and editor known for investment research and commentary across asset classes, including fund/manager analysis and broader market frameworks for investors.

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Established credibility in personal finance, retirement planning, and/or institutional investment research—e.g., CFPs and wealth/retirement planners with published work, or senior finance/research leaders at major firms. Authors/speakers and recognized industry experts with frameworks investors can apply are especially aligned.
Required Achievements:  
Authored a consumer or advisor-focused book/guide, Built recognized investment/planning frameworks or tools, Held senior research or editorial leadership roles, Earned professional designations (e.g., CFP, CFA), Delivered widely cited thought leadership through media or industry outlets

Recent Guest Discussions

Kathleen Rehl - Widowhood Financial Planning, Legacy Planning, Retirement Housing/risk Management, Advisor Considerations, And Decision-staging For Long-term Outcomes.

Don Phillips - Asset Management Stewardship, Indexing And AI Implications, Private Credit/private Equity Risks For Retail Investors, And Fixed-income Risk Considerations.

Adam Grossman - Asset Allocation As Core Defense, Fixed-fee Advice Model, Investor Behavior Under Stress, Simple Portfolio Design, Social Security Timing, And Ai’s Impact On Financial Advice.

Recent Topics

Retirement, Personal Finance, Portfolio, Asset Allocation, Investing

Episodes

Here's the recent few episodes on
The Long View
:

Kathleen Rehl: Helping Widows and the Advisors Who Serve Them

June 09, 2026

Our guest on the podcast today is Kathleen Rehl. Kathleen is an author, educator, speaker, and certified financial planner dedicated to empowering widows financially and guiding the professionals who support them. She operated her own planning firm for 18 years before shifting her focus to writing, teaching, and research. After her husband died, she transformed her personal grief into a mission, helping others navigate widowhood, legacy planning, and purposeful aging. She is the author of Mov...

Don Phillips: Encouraging Better Outcomes for Investors

June 02, 2026

Our guest on the podcast today is Don Phillips. Don is a managing director for Morningstar. He joined the company in 1986 as its first mutual fund analyst and soon became editor of the flagship print publication Morningstar Mutual Funds, establishing the editorial voice for which the company is best known. He helped to develop the Morningstar Style Box, the Morningstar Rating, and other distinctive proprietary Morningstar innovations that have become industry standards. Don has served in a va...

Adam Grossman: Asset Allocation Is an Investor’s Best Defense

May 26, 2026

Our guest on the podcast today is Adam Grossman. Adam’s the founder of Mayport, a fixed-fee wealth management firm. He’s also a regular contributor to Humble Dollar, the website founded by late financial writer Jonathan Clements. Before founding Mayport, Adam worked as an investment advisor or analyst at several firms, including Middleton & Company, Ballentine Partners, and MFS Investment Management. He also founded About Face Software, a social networking software firm. Adam received his und...

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