The Best of The Long View Podcast: Conversations with Financial Advisors and Retirement Researchers
The Long View
Morningstar
4.5 • 775 Ratings
🗓️ 30 December 2019
⏱️ 32 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | At Jackson, we've created a digital retirement planning experience with you and mine. |
| 0:05.5 | Visit jackson.com to explore our easy-to-understand resources and user-friendly tools |
| 0:10.1 | that are designed to enable financial professionals and clients to plan a path to financial freedom. |
| 0:15.5 | Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan, |
| 0:20.5 | and Jackson National Life Insurance Company of Lansing, Michigan, and Jackson |
| 0:21.4 | National Life Insurance Company of New York, purchase New York. |
| 0:26.5 | Please stay tuned for important disclosure information at the conclusion of this episode. |
| 0:32.6 | Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance for Morningstar, Inc. |
| 0:38.6 | My colleague Jeff Patak and I launched the Longview podcast in May 2019, and since that time, |
| 0:44.4 | we've had the chance to talk to some of the best portfolio managers, retirement researchers, |
| 0:49.3 | and financial planners and advisors in the business. It's been a treat to spend an hour each |
| 0:53.9 | week chatting with them, and we've learned a great deal from each in the business. It's been a treat to spend an hour each week chatting with |
| 0:54.7 | them, and we've learned a great deal from each of the interviews. As the year winds down, Jeff and I |
| 1:00.0 | thought it would be fun to recap some of our favorite moments from the past year. In another |
| 1:04.5 | episode, Jeff pulled together some of his favorite moments from our fund manager interviews. |
| 1:09.6 | In this one, I'll focus on some of my favorite |
| 1:11.6 | moments from conversations with financial planners, advisors, and retirement researchers. We hope |
| 1:17.5 | you enjoy it. We kicked off the podcast with a bang. We had a fantastic conversation with |
| 1:23.3 | asset allocation guru Bill Bernstein. One of the best things about talking to Bill is that he |
| 1:28.0 | doesn't pull punches at all. Here's the exchange we had about the state of retirement readiness in the |
| 1:33.4 | U.S. and what he thinks it will take to improve things. Let's talk about retirement preparedness in the U.S. |
| 1:41.4 | I was looking back on some of your writings from long ago, actually back to |
... |
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 2025.