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Episode 123 - Christine Benz & Jeffrey Ptak, Morningstar

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Manage episode 337169036 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Joining us is Christine Benz, Morningstar's Director of Personal Finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and Jeffrey Ptak, CFA®, Morningstar's Chief Ratings Officer; both are hosts of The Long View podcast. They share insights about what's happening in the world of personal finance, the valuation of markets, how to evaluate ESG and more.

Website: https://www.morningstar.com/

Podcast: https://www.morningstar.com/podcasts/the-long-view

LinkedIn:

Christine Benz - https://www.linkedin.com/in/christine-benz-b83b523

Jeffrey Ptak - https://www.linkedin.com/in/jeffrey-ptak-cfa-5977978

Twitter:

Christine Benz - @christine_benz

Jeffrey Ptak - @syouth1

*Episode recorded on Thursday, August 4th, 2022*

  continue reading

150 episodes

Artwork
iconShare
 
Manage episode 337169036 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Joining us is Christine Benz, Morningstar's Director of Personal Finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and Jeffrey Ptak, CFA®, Morningstar's Chief Ratings Officer; both are hosts of The Long View podcast. They share insights about what's happening in the world of personal finance, the valuation of markets, how to evaluate ESG and more.

Website: https://www.morningstar.com/

Podcast: https://www.morningstar.com/podcasts/the-long-view

LinkedIn:

Christine Benz - https://www.linkedin.com/in/christine-benz-b83b523

Jeffrey Ptak - https://www.linkedin.com/in/jeffrey-ptak-cfa-5977978

Twitter:

Christine Benz - @christine_benz

Jeffrey Ptak - @syouth1

*Episode recorded on Thursday, August 4th, 2022*

  continue reading

150 episodes

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