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The Long View

David Bach: ‘Start Enjoying Your Life Sooner’

The Long View

Morningstar

Morningstar, Financial Services, Careers, Investing Leaders, Investors, Jeff Ptak, Investing, Amy Arnott, Business, Christine Benz, Long-term Investing, Influential Investors, Entrepreneurship, Dan Lefkovitz, Finance

4.6915 Ratings

🗓️ 3 March 2026

⏱️ 58 minutes

🧾️ Download transcript

Summary

The bestselling author and financial advisor on why sabbaticals can be life-changing, why health matters more than money, a flat tax for IRAs, and more.

Transcript

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0:00.0

Please stay tuned for important disclosure information at the conclusion of this episode.

0:05.0

Hi and welcome to the Longview.

0:09.0

I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morning Star.

0:13.0

And I'm Amy Arnott, portfolio strategist with Morning Star.

0:17.0

Our guest on the podcast today is David Bach.

0:20.0

David is the author of 12 national best-selling

0:22.4

books, including The Latte Factor, Smart Women Finish Rich, Start, and The Automatic

0:29.1

Millionaire. He just released a 20th anniversary edition of The Automatic Millionaire. David was a

0:35.2

longtime contributor to NBC's Today Show and a featured guest on the Oprah

0:39.2

Winfrey show. He also produced and hosted two public television specials, Smart Women Finish Rich

0:45.5

and the Automatic Millionaire. David started his career at Morgan Stanley, where he was a senior

0:50.7

vice president and partner of the Bach Group. David, thank you so much for being here on the Longview.

0:57.0

Christine, it's truly my pleasure. It's great to be with you again.

1:00.0

Well, it's great to have you.

1:01.0

So we have a ton of questions about work and your advice on personal finance.

1:06.0

But before we get into that, we want to talk a little bit about your life

1:10.0

because you made a decision in

1:11.5

2019 to move your family to Florence, Italy that was pre-COVID, pre-people doing dramatic things like that.

1:19.1

So maybe talk about that impetus to move overseas and you've stayed much longer than you

1:25.8

initially thought you might.

1:28.2

That's all true. I'm laughing because we've been here now seven, seven years. You know,

1:34.7

the impetus was interesting. I was a co-founder, I guess technically still am a co-founder.

...

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