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Feb 2, 2025 | 
morningstar.com | Jessica Bebel |John Rekenthaler |Christine Benz |Dan Lefkovitz
On this episode of The Long View, John Rekenthaler, best known as the author of “The Rekenthaler Report” on Morningstar.com and who is retiring from Morningstar after 36 years, is discussing his work on Morningstar’s foundational methodologies, including the Morningstar Rating and Morningstar Style Box, what he has seen change in the fund industry, and how the retirement business has grown since he helped launch Morningstar’s.
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Jan 12, 2025 | 
morningstar.com | Jessica Bebel |Christine Benz
On this episode of The Long View, Jordan Grumet, author and hospice doctor, breaks down how we can understand our purpose, wealth, success, and happiness from his latest book called The Purpose Code: How to unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy. Here are a few highlights from Grumet’s conversation with Morningstar’s Christine Benz.
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Dec 8, 2024 | 
morningstar.com | Jessica Bebel |Christine Benz
On this episode of The Long View, Tom Idzorek, chief investment officer of retirement for Morningstar Investment Management, and Paul Kaplan, who before retiring in 2023 was the director of research for Morningstar Canada and a senior member of Morningstar’s Global Research Team, discuss human capital, asset allocation, and key takeaways from their new book, Lifetime Financial Advice: A Personalized Optimal Multilevel Approach.
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Dec 2, 2024 | 
morningstar.com | Jessica Bebel |Christine Benz
On this episode of The Long View, Ed Slott, president and founder of Ed Slott and Company, shares his advice for tax planning in retirement at year-end, new rules for inherited IRAs, and how to deal with RMDs from different retirement accounts. Here are a few highlights from Slott’s conversation with Morningstar’s Christine Benz. Christine Benz: Sticking with my punch list of things that we want people to knock out at year-end 2024, let’s talk about required minimum distributions.
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Nov 25, 2024 | 
msn.com | Jessica Bebel
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Nov 24, 2024 | 
morningstar.com | Jessica Bebel
On this episode of The Long View, Mark Berg, the founder of and lead advisor at Timothy Financial Counsel, breaks down the different ways parents can help their kids financially without setting them up for bad financial habits. Here are a few excerpts from Berg’s conversation with Morningstar’s Christine Benz and Amy Arnott. Christine Benz: We wanted to talk about funding college, which is a big financial goal, obviously, in many households with children. How should that conversation go?
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Nov 3, 2024 | 
morningstar.com | Jessica Bebel
On this episode of The Long View, Anne Tergesen, a reporter covering retirement for The Wall Street Journal, breaks down the current retirement system in the US, her research with real-life retirees, and if we are facing a retirement crisis today. Here are a few excerpts from Tergesen’s conversation with Morningstar’s Christine Benz and Amy Arnott.
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Oct 27, 2024 | 
msn.com | Jessica Bebel
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Oct 27, 2024 | 
morningstar.com | Jessica Bebel
On this episode of The Long View, Phil Moeller, primary author of the Get What’s Yours series of consumer guidebooks, including the Get What’s Yours for Medicare, breaks down traditional Medicare, Medicare Advantage plans, and Medigap plans. Plus, how it works to get Medicare if you work past 65, and how consumers can make the most of their healthcare choices. Here are a few excerpts from Moeller’s conversation with Morningstar’s Christine Benz and Amy Arnott.
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Oct 20, 2024 | 
morningstar.com | Jessica Bebel |Christine Benz
On this episode of The Long View, Jonathan Clements, influential personal finance journalist, founder, and editor of HumbleDollar, discusses his recent cancer diagnosis, his experience working on HumbleDollar, and what has brought him the most joy in his life. Here are a few highlights from Clements’ conversation with Morningstar’s Christine Benz. Christine Benz: You’ve written that you’ve been accelerating your giving to your children. Can you talk about that?
