
The Long View
Podkast av Morningstar
Expand your investing horizons and look to the long term. Join hosts Christine Benz, Dan Lefkovitz, and Amy C. Arnott as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
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For this holiday week, we’re resurfacing one of our favorite episodes from 2025 so far. Author JL Collins talking about the new edition of his bestselling book, The Simple Path to Wealth. We hope that you’ll enjoy the episode, and we’ll be back with a brand-new one next week. In the meantime, happy Fourth of July. Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Today on the podcast, we welcome back author and blogger JL Collins. JL’s first book, The Simple Path to Wealth: Your road map to financial independence and a rich, free life, was published in 2016 and has since sold more than 1 million copies. He has recently come out with a second edition of the book, which his daughter, Jess, collaborated on. In 2023, he published another book called Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence. BACKGROUND Bio [https://jlcollinsnh.com/about/] The Simple Path to Wealth (Revised & Expanded 2025 Edition): Your Road Map to Financial Independence and a Rich, Free Life [https://www.amazon.com/dp/B0DQJMVM59/ref=sspa_dk_detail_0?psc=1&pd_rd_i=B0DQJMVM59&pd_rd_w=ztyAu&content-id=amzn1.sym.8c2f9165-8e93-42a1-8313-73d3809141a2&pf_rd_p=8c2f9165-8e93-42a1-8313-73d3809141a2&pf_rd_r=C8SS7ST7EX78R8P6FF50&pd_rd_wg=DPas2&pd_rd_r=0e1f9697-d5d5-40a6-a909-8a79825f4d41&s=books&sp_csd=d2lkZ2V0TmFtZT1zcF9kZXRhaWw] Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence—And How to Join Them [https://www.amazon.com/Pathfinders-Extraordinary-Stories-Financial-Independence_And/dp/180409000X?crid=YS20KG2EQ26P&keywords=pathfinders+jl+collins&qid=1699277858&sprefix=pathfinders%2Caps%2C102&sr=8-1&linkCode=li3&tag=jlcollinsnh-20&linkId=adaa3502402fe7ec8a91ff148b96cbb6&language=en_US&ref_=as_li_ss_il] THE SIMPLE PATH TO WEALTH, 4% RULE, INFLATION, AND STOCKS “Case Study #1: Putting the Simple Path to Wealth Into Action [https://jlcollinsnh.com/2012/09/17/putting-the-simple-path-to-wealth-into-action/],” by JL Collins, jlcollinsnh.com, July 10, 2023. “Things Important, and Unimportant [https://jlcollinsnh.com/2023/02/28/things-important-and-unimportant/],” by JL Collins, jlcollinsnh.com, March 1, 2023. “Stocks—Part XIII: The 4% Rule, Withdrawal Rates and How Much Can I Spend Anyway? [https://jlcollinsnh.com/2012/12/07/stocks-part-xiii-withdrawal-rates-how-much-can-i-spend-anyway/]” by JL Collins, jlcollinsnh.com, Oct. 15, 2023. “Déjà Vu All Over Again, [https://jlcollinsnh.com/2025/04/07/deja-vu-all-over-again/]” by JL Collins, jlcollinshh.com, April 18, 2025. “Stocks—Part IV: The Big Ugly Event, Deflation and a Bit on Inflation [https://jlcollinsnh.com/2012/04/29/stocks-part-iv-the-big-ugly-event/],” by JL Collins, jlcollinsnh.com, Nov. 16, 2023. “Stocks—Part XXII: Stepping Away From REITs [https://jlcollinsnh.com/2014/05/27/stocks-part-xxii-stepping-away-from-reits/],” by JL Collins, jlcollinsnh.com, May 12, 2025. “Stocks—Part XXVII: Why I Don’t Like Dollar Cost Averaging [https://jlcollinsnh.com/2014/11/12/stocks-part-xxvii-why-i-dont-like-dollar-cost-averaging/],” by JL Collins, jlcollinshn.com, Jan. 8, 2024. “Stocks—Part III: Most People Lose Money in the Market [https://jlcollinsnh.com/2012/04/25/stocks-part-iii-most-people-lose-money-in-the-market/],” by JL Collins, jlcollinsnh.com, Nov. 16, 2023. “Time Machine and the Future Returns for Stocks [https://jlcollinsnh.com/2017/07/26/time-machine-and-the-future-returns-for-stocks/],” by JL Collins, jlcollinsnh.com, July 10, 2023. DEBT PAYDOWN “Chainsaws and Credit Cards [https://jlcollinsnh.com/2021/08/30/chainsaws-and-credit-cards/],” by JL Collins, jlcollinsnh.com, March 30, 2023. “Stocks—Part XXVIII: Debt – The Unacceptable Burden [https://jlcollinsnh.com/2015/03/26/stocks-part-xxviii-debt-the-unacceptable-burden/],” by JL Collins, jlcollinsnh.com, May 12, 2025. OTHER “JL Collins: The Case for Simplicity [https://www.morningstar.com/podcasts/the-long-view/8e4f37b9-ef54-4817-8143-5d09634ecd98],” The Long View podcast, Morningstar.com, April 5, 2022. “JL Collins: Spotlighting the Many Paths to Financial Independence [https://www.morningstar.com/podcasts/the-long-view/c784ee7a-c079-41d4-8e0f-ddb8b5c0cb93],” The Long View podcast, Morningstar.com, Oct. 31, 2023. Vanguard Total Stock Market Index VTSAX [https://www.morningstar.com/funds/xnas/vtsax/quote] Bill Bengen [https://www.linkedin.com/in/william-bengen-21b159196/] Mr. Money Mustache [https://www.mrmoneymustache.com/]

Our guest on the podcast today is Eric Simonson. Eric is CEO of Abundo Wealth, an advice-only financial planning firm he founded in 2019. In addition, he heads up the Advice-Only Network, which is a platform dedicated to helping consumers find advice-only financial planners. Before starting Abundo, Eric was a financial advisor and managing director of Ameriprise Financial. He’s a certified financial planner and received bachelor’s degrees in finance and English from the University of Minnesota. Eric, welcome to The Long View. BACKGROUND Bio [https://www.linkedin.com/in/flatfeefinancialplanner/] Abundo Wealth [https://www.abundowealth.com/] Advice-Only Network [https://adviceonlynetwork.com/] PHILOSOPHY, FINANCIAL ADVICE, AND FIRE “Our Investment Philosophy [https://www.abundowealth.com/blog/our-investment-philosophy],” by Eric Simonson, abundowealth.com, Aug. 2, 2022. “What Is a Flat Fee Financial Advisor? [https://www.abundowealth.com/blog/what-is-a-flat-fee-financial-advisor]” by Eric Simonson, abundowealth.com, May 8, 2022. “Investments Are a Small Part of Financial Advice [https://www.abundowealth.com/blog/investments-are-a-small-part-of-financial-advice],” by Jeremy Zuke, abundowealth.com, Jan. 13, 2025. “When Do You Need a Financial Advisor? [https://www.abundowealth.com/blog/when-do-you-need-a-financial-advisor]” by Lori Bodenhamer, abundowealth.com, June 22, 2022. “What If You Can’t Retire Yet? [https://www.abundowealth.com/blog/what-if-you-cant-retire-yet]” by Chris Mamula, abundowealth.com, Feb. 26, 2023. “The Value of International Diversification [https://www.abundowealth.com/blog/the-value-of-international-diversification],” by Jeremy Zuke, abundowealth.com, July 7, 2024. “DIY Investing: Managing Your Own Investment Accounts Is Easier Than You Think [https://www.abundowealth.com/blog/diy-investing:-managing-your-own-investment-accounts-is-easier-than-you-think],” by Lori Bodenhamer, abundowealth.com, July 20, 2022. TRAVEL HACKS “How to Travel and Still Meet Your Financial Goals [https://www.abundowealth.com/blog/how-to-travel-and-still-meet-your-financial-goals],” by Eric Simonson, abundowealth.com, Aug. 1, 2022. “How to (Properly) Use Your Credit Card Points When Booking Travel [https://www.abundowealth.com/blog/how-to-properly-use-your-credit-card-points-when-booking-travel],” by Andrew Dressel, abundowealth.com, Aug. 24, 2022. OTHER RightCapital [https://www.rightcapital.com/]

Our guest on the podcast today is Rosanne Corcoran. Rosanne is the Director of Content Strategy for Daughterhood.org, which is focused on creating community and providing resources to family caregivers. Rosanne also hosts a wonderful podcast called Daughterhood, the Podcast. In addition, she facilitates support groups and meetings for caregivers and has experience as a family caregiver herself. BACKGROUND Bio [https://www.linkedin.com/in/rosanne-corcoran/] Daughterhood.org [https://daughterhood.org/why-daughterhood/] Daughterhood the Podcast: For Caregivers [https://daughterhood.org/podcast/] Anne Tumlinson [https://www.linkedin.com/in/anne-tumlinson-3601b14/] MEDICARE/CAREGIVING “5 Common Misconceptions About Medicaid [https://daughterhood.org/blog/5-common-misconceptions-about-medicaid/],” daughterhood.org blog. “4 Tips to Make You Smarter About Your Parents’ Medicare [https://daughterhood.org/blog/4-tips-to-make-you-smarter-about-your-parents-medicare/],” daughterhood.org blog. “3 Medicare Benefits You MUST Know About [https://daughterhood.org/blog/3-medicare-benefits-you-must-know-about/],” daughterhood.org blog. “AARP Research Insights on Caregiving [https://www.aarp.org/pri/topics/ltss/family-caregiving/aarp-research-insights-caregiving/],” aarp.org, March 27, 2025. “Caregiving Statistics: Work and Caregiving [https://www.caregiver.org/resource/caregiver-statistics-work-and-caregiving/],” by Family Caregiver Alliance, caregiver.org. FAVORITE PODCAST GUESTS “End of Life Care & Caregiver Burden With Jessica Zitter, MD, MPH [https://pod.co/daughterhood-the-podcast-for-caregivers/episode-18-end-of-life-care-caregiver-burden-with-jessica-zitter-md-mph],” Daughterhood the Podcast: For Caregivers, daughterhood.org, Feb. 11, 2021. “Challenging Behaviors in Dementia and the Reasons Why With Judy Cornish, Founder of the Dawn Method [https://pod.co/daughterhood-the-podcast-for-caregivers/challenging-behaviors-in-dementia-and-the-reasons-why-with-judy-cornish-founder-of-the-dawn-method],” Daughterhood the Podcast: For Caregivers, daughterhood.org, Aug. 12, 2021. “The Final Days of Hospice and What to Expect With Barbara Karnes [https://pod.co/daughterhood-the-podcast-for-caregivers/the-final-days-of-hospice-and-what-to-expect-with-barbara-karnes],” Daughterhood the Podcast: For Caregivers, daughterhood.org, Feb. 8, 2024. “Finding Meaning in Caregiving With Dr. Allison Applebaum [https://pod.co/daughterhood-the-podcast-for-caregivers/finding-meaning-in-caregiving-with-dr-allison-applebaum],” Daughterhood the Podcast: For Caregivers, daughterhood.org, March 14, 2024. “Empathy in Caregiving With PK Beville [https://pod.co/daughterhood-the-podcast-for-caregivers/episode-22-empathy-in-caregiving-with-pk-beville],” Daughterhood the Podcast: For Caregivers, daughterhood.org, June 10, 2021. “A Conversation With Leeza Gibbons [https://pod.co/daughterhood-the-podcast-for-caregivers/episode-17-a-conversation-with-leeza-gibbons],” Daughterhood the Podcast: For Caregivers, daughterhood.org, Jan. 14, 2021. “2025 Policy Changes for Family Caregivers [https://pod.co/daughterhood-the-podcast-for-caregivers/2025-policy-changes-for-family-caregivers],” Daughterhood the Podcast: For Caregivers, daughterhood.org, Feb. 25, 2025. OTHER National Alliance for Caregiving [https://nationalhealthcouncil.org/member/national-alliance-for-caregiving/] Aging Life Care Association [https://www.aginglifecare.org/] “Howard Gleckman: We Pretend This Isn’t a Problem [https://www.morningstar.com/podcasts/the-long-view/20b45013-f02a-4f2d-9b2e-de35357c6330],” The Long View podcast, Morningstar.com, Jan. 16, 2024. How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement [https://linktr.ee/christine_benz], by Christine Benz “Jean Chatzky: What Women Need to Do Differently With Their Money [https://www.morningstar.com/personal-finance/jean-chatzky-what-women-need-do-differently-with-their-money],” The Long View podcast, Morningstar.com, April 8, 2025. Five Wishes [https://www.fivewishes.org/] Leeza’s Care Connection [https://leezascareconnection.org/home]

Today on The Long View, we’re featuring an episode from another Morningstar podcast, The Morning Filter [https://podcasts.apple.com/us/podcast/the-morning-filter/id1792280057], which you can subscribe to on Apple podcasts or wherever you get your podcasts. Every Monday, Susan Dziubinski [https://www.morningstar.com/people/susan-dziubinski] sits down with Morningstar Chief US Market Strategist Dave Sekera [https://www.morningstar.com/people/david-sekera] to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead. On this week’s episode, Dave and Susan discuss the likelihood of the Federal Reserve cutting interest rates soon and which company earnings [https://www.morningstar.com/topics/company-earnings] to watch for in the week ahead. They also talk about Adobe’s results, takeaways from Apple’s WWDC event [https://www.morningstar.com/stocks/apple-glassy-redesign-more-generative-ai-features-make-an-incremental-positive-wwdc], and other stocks in the news. And they welcome special guest Damien Conover [https://www.morningstar.com/people/damien-conover], Morningstar director of US equity research, who covers which sectors and industries are most vulnerable to tariffs [https://www.morningstar.com/stocks/tariffs-would-likely-hit-these-us-stock-sectors-hardest]. Episode highlights: Why Good Inflation Numbers Won’t Spur the Fed to Act Which Stocks in the News Look Attractive? Tariffs & Trade-Deal Stock Picks Stocks That Are Rallying & Have More Room to Run Read about topics from this episode. Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in Stocks [https://www.morningstar.com/stocks/morningstars-guide-investing-stocks] Read Dave’s latest stock market outlook: June 2025 US Stock Market Outlook: Has the Storm Passed? [https://www.morningstar.com/markets/june-2025-us-stock-market-outlook-has-storm-passed] Find out which sectors and industries would be hurt most by tariffs, according to Morningstar: Tariffs Would Likely Hit These US Stock Sectors the Hardest [https://www.morningstar.com/stocks/tariffs-would-likely-hit-these-us-stock-sectors-hardest] Follow Dave on social media. Dave Sekera on X: @MstarMarkets [https://x.com/MstarMarkets] Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera [https://www.linkedin.com/in/davesekera]

Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Dr. Paul Ashworth. Paul serves as Chief North America Economist at Capital Economics. He joined the London-based research firm in 2001 from the National Institute of Economic and Social Research after taking degrees in economics and mathematics at Strathclyde and Warwick in the United Kingdom and completing a Ph.D. in monetary policy. In 2010, Paul was named Wall Street Journal Forecaster of the Year. BACKGROUND Bio [https://www.linkedin.com/in/paul-ashworth-7866024/?originalSubdomain=ca] Capital Economics [https://www.capitaleconomics.com/] “Ashworth Tops Economy Survey [https://www.wsj.com/articles/SB10001424052748704570104576124581123944732?gaa_at=eafs&gaa_n=ASWzDAg048RhYP_bTO_HBm180ozLrSb1ideU7L7hamCLR6gEOeiUJUUT1OnI&gaa_ts=68484ee1&gaa_sig=g3yV9ZUDZf5MM4bvhIvALPD-b45Ltm_JHgFsKa-QmTh1o0jSrJF1WZZfCv2h1hyMqVAScVzgkALOJwVcIDvFMg%3D%3D],” by Justin Lahart, wsj.com, Feb. 7, 2011. TARIFFS, TRADE, AND INFLATION “Trump Tariffs Get to Stay in Place for Now. What Happens Next? [https://www.bbc.com/news/articles/c8xgdj9kyero]” by Peter Hoskins and Yang Tian, bbc.com, May 30, 2025. “Economists Welcome U.S.-U.K. Agreement for Signal Rather Than Substance [https://www.wsj.com/livecoverage/stock-market-today-tariffs-trade-war-05-08-2025/card/economists-welcome-u-s-u-k-agreement-for-signal-rather-than-substance-wmB6Azm7so6L9Xt9e62a?gaa_at=eafs&gaa_n=ASWzDAiCvdi8rFjFlIP-4UsDtjzx-y7qO0UxSv9O5X2ZTLvvSiHKPEwOsnfg&gaa_ts=68485c9d&gaa_sig=TjyhYToaaZRN1vSOW8zYGHHYD7R9n6zjOJu8Vy163R0qs6CJbC2DiNtNoD9cgJbJs1EngZ4-EOrw81UZMeQncA%3D%3D],” by Harriet Torry, wsj.com, May 8, 2025. “This Economist Thinks the Tariff Pause Could Be Permanent [https://www.wsj.com/livecoverage/stock-market-trump-tariffs-trade-war-04-09-25/card/this-economist-thinks-the-tariff-pause-could-be-permanent-Uixc6oW6uC3L8d8uImVh?gaa_at=eafs&gaa_n=ASWzDAipSXN0nZAU5soVa5uRQoHn-AUXh8uYPK5KglKMelWu0-a02neAGqEC&gaa_ts=684863c9&gaa_sig=1GQ7QfW1KkUbJicY8qGgnGowyvf99iNu1YEgksdpO8FCoz7MWoIRaA2AwVj2AWY5O8qZOWWLeMrUanK-WC468w%3D%3D],” by Hannah Erin Lang, wsj.com, April 9, 2025. “Consumer Sentiment Darkens Further With Inflation Worries Rising [https://www.wsj.com/economy/consumers/early-read-on-consumer-sentiment-falls-to-second-lowest-on-record-8a5e995a?gaa_at=eafs&gaa_n=ASWzDAgQH0I-UEOG0ZoFxml9ki-UwC3jXusV5biz5sVhF1IFPR16RxjemZnA&gaa_ts=68486473&gaa_sig=8hIhkz8kBiMN8HnQkbVflZWEPOvtu19TBhDGebiEODszZhEXaSZCJF8p9PVHX4Kl6a_-Y2Go1VNCd7OuxkFjbw%3D%3D],” by Chao Deng, wsj.com, May 16, 2025. OTHER “Why Trump Decided Not to Try to Fire Jerome Powell [https://www.wsj.com/economy/trump-jerome-powell-fed-e8f8f98b?gaa_at=eafs&gaa_n=ASWzDAi2Zaev3k4-2aT4JjS1xU8DZTdLrSDE1nnHXklMOt4paMeV9w8s7YL6&gaa_ts=684865fe&gaa_sig=oNkAJ3x0i4YYUoS0sL0CoJdJP0T9RQchPNN8B3-izqxdUAFqzQN8TRAF-SURIgshc_LoUT_VhfKgVIDmT4uLuA%3D%3D],” by Brian Schwartz, Josh Dawsey, and Nick Timiraos, wsj.com, April 23, 2025. “The Weekly Briefing: AI’s Productivity Boom, Central Bank Rhetoric vs Reality, Recession Risk and More [https://www.capitaleconomics.com/ais-productivity-boom-central-bank-rhetoric-vs-reality-recession-risk-and-more],” A Capital Economics podcast, Sept. 22, 2023.
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