Today on The Long View, we’re featuring an episode from another Morningstar podcast, The Morning Filter, which you can subscribe to on Apple podcasts or wherever you get your podcasts.

Usually, Susan Dziubinski sits down every Monday morning with Morningstar’s chief U.S. market strategist Dave Sekera to talk about the week ahead.

But we’ve got something a bit different for you on the podcast this week. Instead of our usual deep dive into the market and stocks, we’re taking a step back to look at the big picture of investing: things like how to build a smart portfolio, avoid common investment mistakes, and time-tested principles to invest by.

Our special guest is Christine Benz. Christine is Morningstar’s director of personal finance and retirement planning. She’s also the host of The Long View podcast and author of the book How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement.

Episode highlights:

What you need to know from stocks to bonds, and core investments to dividend payers
Things you shouldn’t overlook in retirement and tips for setting yourself up for success
Is “set it and forget it” a good way to invest in today’s market?

Read about topics from this episode.

Tune in to The Long View podcast.

Access Christine Benz’s article and video archive on Morningstar.com.

Order a copy of Christine’s book, How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement.

Register for the 2025 Bogleheads Conference.

Watch the How to Retire podcast, a companion podcast to the How to Retire book.

Follow Dave on social media.

Dave Sekera on X: @MstarMarkets

Dave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

The Biggest Risk Investors Face Today

The Long View