meta_pixel
Tapesearch Logo
Log in
The Long View

Scott Burns: The Case for a Simple Retirement Plan

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

🗓️ 2 July 2024

⏱️ 53 minutes

🧾️ Download transcript

Summary

The veteran retirement columnist reflects on a two-fund portfolio, safe spending rates, and the role of home equity in retirement cash flows.

Transcript

Click on a timestamp to play from that location

0:00.0

In volatile markets, the H.C.M. Byline keeps you grounded. Invest with confidence. Discover Howard Capital Management's funds at HowardCMFunds.com. Stay tactical, not traditional.

0:15.2

Investments in HCM funds involve risk, including possible loss of principle. There is no assurance that the funds will achieve their investment objectives. Investors should carefully consider the investment objectives,

0:24.0

risks, charges, and expenses of the HCM funds. This and other important information about the funds

0:28.4

are contained in the prospectus, which can be obtained at www.howardcmfunds.com or by calling

0:33.5

77062-4-9-9-464. The prospectus should be read carefully before investing.

0:41.7

H-CM funds are distributed by Northern Lights Distributors, LLC. Member Finra, SIPC, Northern Lights

0:47.0

Distributors, LLC, and Howard Capital Management, Inc. are not affiliated.

0:50.6

Hi, and welcome to the Longview. I'm Christine Banz's Director of Personal Finance and Retirement Planning for Morningstar.

0:56.8

We're hitting pause on new episodes during this holiday week, but we wanted to resurface one of our favorite conversations of the past year, the one that Jeff Patack and I had with author and longtime columnist Scott Burns.

1:09.1

We hope that you'll enjoy it, and we'll be back with a

1:11.5

fresh episode next week. Please stay tuned for important disclosure information at the conclusion of

1:17.5

this episode. Hi, and welcome to The Longview. I'm Christine Ben's Director of Personal Finance

1:23.9

and Retirement Planning for Morning Star. And I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services.

1:30.7

Our guest on the podcast today is syndicated personal finance columnist and author Scott Burns.

1:36.5

Scott began his career as a newspaper columnist in the Boston Herald in 1977, where he was

1:42.2

also the financial editor.

1:46.9

In 1985, he joined the staff of the Dallas Morning News, whereas Colin became one of the most widely read features in the paper. Along the way,

1:51.9

he created what he called couch potato investing, which involves buying and holding a broadly

1:57.0

diversified portfolio of low-cost index mutual funds.

2:05.5

Scott has authored or co-authored several books, including the coming generational storm and spend till the end, both of which he co-authored with Lawrence Kotlakov.

2:10.3

He received bachelor's degrees in humanities and biology from the Massachusetts Institute

2:15.3

of Technology.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Morningstar, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Morningstar and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.