The Long View - podcast cover

The Long View

Morningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist•the-long-view.simplecast.com
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Empowering long-term investors with actionable insights on retirement, personal finance, and portfolio strategy. Hosts Christine Benz, Amy Arnott, and Ben Johnson talk with influential leaders in finance and investing every Wednesday.
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Episodes

Brian Moriarty and Jack Shannon: Putting Private Markets Funds Through Their Paces

Today’s guests are Morningstar’s Brian Moriarty and Jack Shannon . Brian is a principal, fixed-income strategies, for Morningstar. Before assuming his current role in 2015, Brian was a client solutions consultant for Morningstar Office, a practice and portfolio management system for independent financial advisors. Before joining Morningstar in 2013, he was a research assistant for DePaul University’s religious studies department. Brian holds a bachelor’s degree in political science from Michigan...

Jun 16, 2026•50 min•Ep. 376

Kathleen Rehl: Helping Widows and the Advisors Who Serve Them

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 Movin...

Jun 09, 2026•42 min•Ep. 375
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