Christine Benz Podcasts

Our guest on the podcast today is Brad Barrett. Brad is the co-founder of ChooseFI, which is a website focused on achieving financial independence. With Jonathan Mendonsa, Brad is co-host of a popular podcast also called ChooseFI. Brad received his bachelor’s degree in accounting from the University of Richmond and became a CPA. He practiced public…

In today’s episode, Travis Miller, an energy and utilities strategist for Morningstar Research Services, discusses the potential earnings growth for the utilities sector, and which stocks are undervalued. 00:06 Introduction 00:35 Pfizer to Acquire Cancer Drug Developer 01:44 Adidas Wheezes 02:51 Squarespace Subscriptions Are Solid, But Are They Eno…

Our guest on the podcast today is financial journalist and certified financial planner, Robert Powell. His work appears regularly in MarketWatch.com, USA TODAY, TheStreet.com, The Wall Street Journal, and AARP. Bob also serves as the director of Retirement Education at Sensible Money and as editor in chief of the Investments and Wealth Institute’s …

Sean Mullaney - FI Tax Guy - discusses how the new tax law, SECURE 2.0, impacts those targeting early retirement. Show Notes Bogleheads® Live with Derek Tharp: Episode 24 Bogleheads® Live with J.L. Collins: Episode 19 "SECURE 2.0 and the FI Community" blog post "Two SECURE 2.0 Takeaways for the FI Community" video clip from "Bogleheads® Live with S…

In today’s episode, Allie McCallion and Charity Blue, members of Morningstar Inc’s sustainability team, discuss pay equity and three undervalued companies that are leading the charge. Timestamps 00:00 Introduction 00:27 Broadcom rides AI wave 01:41 Costco shows resilience 02:15 Eli Lilly cuts insulin costs 03:55 Morningstar's internal sustainabilit…

Our guest this week is Lubos Pastor. He is the Charles P. McQuaid Professor of Finance at the University of Chicago Booth School of Business, where he’s taught since 1999. Pastor is a leading researcher on financial markets and asset management, publishing numerous award-winning papers that have been widely cited in academic finance literature. His…

My podcast with author and historian Edward Chancellor was SO interesting that it caused me to question, at least for a moment, whether we as Bogleheads are doing things the right way.By Rick Ferri, CFA

Edward Chancellor is a financial historian, journalist, and investment strategist. Ed graduated with first-class honors from Trinity College, Cambridge, and later from Oxford University. He worked for the London merchant bank, Lazard Brothers, and was later an editor at the financial commentary site, Breakingviews of Reuters. Ed was also a senior m…

In today’s episode, Jakir Hossain, a data journalist for Morningstar Inc., talks about the AI-powered chatbot, ChatGPT, and where to look for AI investing opportunities. Timestamps 00:06 Introduction 00:31 Berkshire Hathaway’s rocky results 01:24 Domino’s trims sales growth outlook 02:20 Intel cuts quarterly dividend 03:53 What ChatGPT is and how d…

Our guest on the podcast today is Stacy Francis. She is president and chief executive officer of Francis Financial, a fee-only financial advisory firm that focuses on serving women, especially those who have experienced divorce or the loss of a loved one. Francis is a certified financial planner, and she’s also a certified divorce financial analyst…

Broc Buckles & Dr. Rodney Mogen explain how younger earners can protect their income, answering questions about disability insurance. Show Notes John C. Bogle Center for Financial Literacy Bogleheads® Forum Bogleheads® Wiki Bogleheads® Reddit Bogleheads® Facebook Bogleheads® LinkedIn Bogleheads® Twitter Bogleheads® on Investing podcast Bogleheads® …

Later this year, Vanguard’s hybrid ETF/MF patent is expiring, and this is likely to affect the fund market. We’re positive on Kraft Heinz and Cisco but expect Roku to lose money for a second straight year in 2023. And finally, to save for retirement, most of us have multiple vehicles at our disposal, including IRAs and 401(k)s. The order in which w…

Our guest on the podcast today is financial and retirement planning expert Derek Tharp. Derek is an assistant professor of finance at the University of Southern Maine, and he’s also lead researcher at Kitces.com where he writes about a broad range of financial and retirement planning matters. In addition, Derek is a senior advisor at Income Lab and…

In today’s episode, Keith Reid-Cleveland, an editor at Morningstar Inc., discusses Morningstar’s research on the racial wealth gap and a proposal to help close it known as baby bonds. Timestamps 00:06 Introduction 00:36 Disney CEO Bob Iger Plans to Cut Billions 01:49 Uber’s Total Revenue Soars 02:39 PayPal Faces Tough Environment 03:34 AbbVie’s Lon…

Our guest on the podcast today is Cody Garrett. He is a certified financial planner and heads up Measure Twice Financial, an advice-only financial planning firm geared toward serving do-it-yourself investors. He also created measuretwicemoney.com, an educational website for DIY investors. Before starting up Measure Twice, Garrett was a financial pl…

Diane Gaswirth and Lauren Rabe answer your questions about Medicare. Diane Gaswirth has over twenty years of experience specific to the Medicare insurance field. She gained her first exposure to the Medicare arena during an internship while earning her Masters of Science degree in Health Services Administration. Diane traveled throughout California…

In today’s episode, Bryan Armour, director of passive strategies research for North America at Morningstar Research Services, talks about how SPDR S&P 500 ETF Trust—or SPY—revolutionized investing. 00:06 Introduction 00:38 Meta’s earnings beat expectations 01:53 Amazon tightens its belt 03:05 Pfizer posts record revenue for 2022 03:59 McDonald’s st…

Our guest this week is Kathy Jones, the managing director and chief fixed-income strategist for the Schwab Center for Financial Research. Prior to joining Schwab in 2011, Jones was a fixed-income strategist at Morgan Stanley. Before that, she served as executive vice president of the debt capital markets division of Prudential Securities. Jones rec…

In today’s episode, Dan Wasiolek, Morningstar Research Services’ senior equity analyst, discusses Morningstar’s travel outlook and cheap travel stocks. 00:06 Introduction 00:38 Long-term outlook on Microsoft 01:34 Tesla calls 2022 “best year ever” 02:40 Southwest takes $800M hit 03:31 Morningstar’s travel outlook and stock picks 10:02 New Rules for…

Our guest on the podcast today is Katie Gatti Tassin. She’s the creator of the Money with Katie blog, podcast, and newsletter, which was acquired by Business Insider’s Morning Brew in 2022. The Money with Katie Show podcast is consistently one of the best-performing finance-related podcasts. Katie started up Money with Katie after stints as a conte…

Christine Benz discusses taxes and safe withdrawal rates in retirement.By Rick Ferri, CFA

Christine Benz, CFP®, is Morningstar's Director of Personal Finance and the co-host of The Long View Podcast. We discuss 2022 taxes and how SECURE Act 2.0 will affect 2023 taxes and beyond. We also dive into a safe withdrawal rate during retirement and discuss how changing market valuations, inflation expectations, and the "spending smile" during r…

Real Estate is a hot topic for investors everywhere, but is a home the best possible investment right now? Plus, we’ve raised the fair value estimates for both Apple stock and Procter & Gamble stock – and we think Palantir’s has made some strategic missteps. Find out more in this week’s episode.  Timestamps 00:06 Intro 00:36 Morningstar upgrades Ap…

Our guest on the podcast today is Ann Garcia. She is a certified financial planner and the author of the book How to Pay for College. Garcia is the managing partner of Independent Progressive Advisors, a fee-only Registered Investment Advisor in Portland, Oregon, and she’s also the author of The College Financial Lady blog. She received her bachelo…

Christine Benz answers the question, "how much can I spend in retirement?" Show Notes Bogleheads® Live with Christine Benz: Episode 5 2022 Retirement Withdrawal Strategies Report Bogleheads® Live with Bill Bengen: Episode 35 Is The United States A Lucky Survivor: A Hierarchical Bayesian Approach The 2.7% Rule for Retirement Spending Long TIPS Are W…

In today’s episode, Eric Compton, a strategist with Morningstar Research Services, talks about banks saving for an economic downtown and where investors could find opportunities. 00:06 Intro 00:36 Disney Proxy Fight 01:48 Hanesbrands closes Q4 with positive news 02:38 Coinbase plans layoffs 03:46 What do JPMorgan, Bank of America, Citigroup and Wel…

Our guest on the podcast today is tax and retirement planning expert, Jeffrey Levine. Jeff is the chief planning officer for Buckingham Strategic Wealth. He’s also the lead financial planning nerd at kitces.com, home of the popular Nerd’s Eye View blog. Jeff recently launched a podcast with Ed Slott called The Great Retirement Debate. He has author…

In this two-part episode, Sarah Newcomb, director of financial psychology for Morningstar Inc, explains how to rethink budgeting, overcome overspending, and stop fighting about money. Timestamps 00:04 Introduction 00:37 What kind of financial habits or histories do people tend to bring into their relationships? 02:30 How do couples mesh their finan…

Today on the podcast we welcome back Mark Miller, who is an author, columnist, and a nationally recognized expert on trends in retirement and aging. His latest book is called Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. Miller’s work considers retirement holistically, including healthcare and Medicare, Social Secur…

In this two-part episode, Sarah Newcomb, director of financial psychology for Morningstar Inc, explains how to rethink budgeting, overcome overspending, and stop fighting about money. 00:04 Introduction 00:43 Financial advice tends to tell people to break down their budgets into “wants versus needs”. What are your thoughts on this concept? 02:55 Ho…

Last week, we ran the “best of” our interviews with financial planners, advisors, and retirement researchers over the past year. On this week’s episode, we’ll feature some of our favorite clips from interviews we’ve done with portfolio managers and investment specialists. “Jeremy Grantham: The U.S. Market Is in a Super Bubble,” The Long View podcas…

Mike Piper, CPA discusses his new book, "After the Death of Your Spouse: Next Financial Steps for Surviving Spouses." Show Notes Bogleheads® Live with Mike Piper: Episode 9 Bogleheads® Live with Mike Piper: Episode 23 After the Death of Your Spouse: Next Financial Steps for Surviving Spouses Open Social Security Bogleheads on Investing with Ryan Ba…

JL is a popular personal finance blogger, a leader in the FIRE community, and the author of "The Simple Path to Wealth."By Rick Ferri, CFA

Join me for this delightful discussion with James L Collins. JL is a popular personal finance blogger, a leader in the FIRE movement (Financial Independence -Retire Early), and the author of The Simple Path to Wealth. The book has sold over 500,000 copies and is published in multiple languages. His second book, How I Lost Money in Real Estate Befor…

On this week’s episode, we’ll feature some of our favorite clips from interviews we’ve done with financial planners, advisors, and retirement researchers over the past year. In next week’s episode, we’ll include some of our favorite excerpts from our interviews with portfolio managers and other investment specialists. “Nick Maggiulli: ‘The Biggest …

Bill Bengen - creator of the 4% rule of thumb - answers audience questions. Show Notes Bogleheads® Live with Colleen Jaconetti: Episode 26 Exploring the Retirement Consumption Puzzle John C. Bogle Center for Financial Literacy Bogleheads® Forum Bogleheads® Wiki Bogleheads® Reddit Bogleheads® Facebook Bogleheads® Twitter Bogleheads® on Investing pod…