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The Long View

Morningstar

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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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Material Retail Dumps

Material Retail Team

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Material Retail Dumps is a short-form podcast with brief but valuable content for independent retailers selling clothing, home goods, stationary and more. As business owners we don't have time for a 30-minute lesson with a ton of banter, that's why we created our podcast. We get straight to the meat of the topic and aim to give you actionable information that will help you optimize your retail operations and make more money every day.
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Maui Mastermind presents The Business Coach Podcast. Answering your questions and providing real actionable insights for building a better, stronger, more profitable business without sacrificing your time, life, or freedom any more. https://MauiMastermind.com
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New Home Insights Podcast

John Burns Research and Consulting

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Issues, interviews, and insights into the U.S. housing market. Monthly takes on what’s happening in the housing market today, and what might be happening tomorrow. From the John Burns Research and Consulting (JBREC) team. The podcast is hosted by Dean Wehrli, Principal at JBREC. Dean manages residential and commercial real estate consulting assignments across the country and has deep knowledge of California’s Bay Area, Sacramento, and Central Valley markets as well as Northern Nevada. John B ...
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Our analyst break down the supply and demand on renewable diesel, biodiesel, soybean oil, low-CI feedstocks, RINs and fuel credits to give you a glimpse into the markets and where prices are headed. Get more Price Forecasting information at: https://thejacobsen.com/price-forecasting/
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Profit Reimagined Inc., a certified B Corp, brings you Her CEO Journey: The Business Finance Podcast for Mission-Driven Women Entrepreneurs. In this podcast, we openly talk about the financial and business challenges women face on their journey to success. My guests and I share the real stories—disappointments, lessons learned, big wins, and everything in between—as they’ve scaled their businesses from six to nine figures. Together, we explore the money side of their businesses, giving you t ...
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On this week’s episode, we’re pleased to welcome back returning guest, Jason Zweig. Jason writes the “Intelligent Investor” column in The Wall Street Journal and has published a number of popular and critically acclaimed books on investing and finance, including Your Money and Your Brain and The Devil’s Financial Dictionary. In his most recent proj…
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In this episode of The Business Coach Podcast, host David Finkel engages in a thought-provoking conversation with entrepreneur and co-author Jeff Hoffman. They dive into crucial business topics, including achieving innovation, the concept of 'Info Sponging,' and maintaining relevance in a rapidly changing world. Learn how to ask the right questions…
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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…
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Join host David Finkel in an enlightening interview with serial entrepreneur and Maui Mastermind advisor, Joe Brotherton. In this episode, Joe shares his incredible journey from ex-hippie to successful business owner, highlighting the pivotal moments that shaped his career. Delve deep into the concept of risk in business, the value of pilots and te…
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Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Arunma Oteh, currently of the University of Oxford Saïd Business School. Arunma is a former treasurer of the World Bank and also served in various leadership roles in the African Development Bank. In 2010, she became Director General of N…
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In this episode of The Business Coach Podcast, host David Finkel discusses how to scale your sales capacity using 10 proven strategies. From leveraging AI tools and raising prices to hiring more salespeople and outsourcing parts of the sales process, David provides actionable insights to help business owners overcome their sales capacity limitation…
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Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Daniel Rasmussen. He’s the founder and portfolio manager of Verdad Advisers, a hedge fund. Before starting Verdad, Dan worked at Bain Capital Private Equity and Bridgewater Associates. He’s a member of the investment committee of the trus…
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In this episode of the Business Coach podcast, host David Finkel discusses effective strategies for better time management to enhance productivity and business growth. He describes the concept of 'daily bottom lines' for prioritizing tasks, the one-two-three system for managing communications, and the importance of transitioning from a haystack to …
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Placemaking is the art hiding within the banalities of residential development. It is the color on canvas that transforms square footage and dwelling units per acre into homes, and homes into communities.DMB Development has been making great places since 1984, and the company’s President and CEO, Brent Herrington, has been helping them do that for …
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Our guest on the podcast today is David Booth. He’s the Chairman of Dimensional Fund Advisors, a firm he founded in 1981. David led Dimensional as CEO and later Co-CEO until 2017, when he stepped back from the daily management of the firm. David helped create one of the world’s first index funds in the 1970s and launched the first passively managed…
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Join host David Finkel in this episode of The Business Coach Podcast as he dives into a fascinating conversation with one of the nation's leading asset protection and estate planning attorneys, Alan Gasman. With over 35 years of experience, Alan provides expert insights on how business owners can protect their assets from various exposures and liab…
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Spring is a critical time of year for the housing market. The weather warms, foot traffic surges, and builders can bank sales. It is historically the height of the market, particularly in cooler climes. At JBREC, we constantly interact with new homebuilders, resale brokers, land brokers, building products folks, and other actors in the housing spac…
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Today on the podcast we welcome back Cullen Roche. Cullen is the founder and chief investment officer of the Discipline Funds, which manages the Discipline Fund ETF. In addition, he heads up Orcam Group, a registered investment advisory firm he established in 2012. He’s authored several books, including Pragmatic Capitalism: What Every Investor Nee…
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Join David Finkel and Maui business coach Jen Frigault in this episode of The Business Coach Podcast as they explore how to inspire, engage, and align your team effectively. They discuss the significance of treating team members as paid volunteers, the importance of transparency and communication, and delve into ways to recognize signs of disengage…
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Our guest this week is Vincent Montemaggiore. Vince is a portfolio manager at Fidelity where he manages the Overseas Fund. The strategy is highly regarded by Morningstar’s manager research team. Prior to taking over Fidelity Overseas in 2012, Vince ran Fidelity Select Banking from June 2008. He joined Fidelity as an equity analyst in 2004. Vince ha…
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In this insightful episode of The Business Coach Podcast, host David Finkle is joined by entrepreneur Mark Watson to explore the intricacies of building a level 3, owner-independent business. Mark shares his journey from real estate investments to managing multiple successful enterprises, emphasizing the challenges and strategies for achieving owne…
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Today on the podcast, we welcome back Jean Chatzky. Jean is the CEO of HerMoney.com and host of the podcast, HerMoney with Jean Chatzky. She has served as the financial editor of NBC Today for 25 years and is the financial ambassador for AARP. She appears frequently on CNN, MSNBC, and was a recurring guest on The Oprah Winfrey Show. She has written…
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In this week's episode of The Business Coach Podcast, host David Finkel discusses the crucial topic of succession planning with esteemed attorney and personal friend, Alan Gassman. With over 35 years of experience in estate planning and asset protection, Alan shares practical insights that every business owner needs to consider. They cover real-lif…
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Our guest on the podcast today is Dr. Jay Zigmont. He’s the author of a new book called The Childfree Guide to Life and Money, and he’s also the founder and CEO of Childfree Wealth, a financial planning firm dedicated to helping people without kids. Dr. Jay is a certified financial planner, and he also has his MBA, as well as his PhD in Adult Learn…
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In this episode of the Business Coach Podcast, hosted by David Finkel, CEO of Maui Mastermind, we delve into the common issue business owners face known as the 'fix and fade dilemma.' David explains how many business owners, after identifying and solving a problem or seizing an opportunity, often neglect to operationalize and culturalize their solu…
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PulteGroup CEO Ryan Marshall brings clarity, candor, and—since it is in the name of the show—insight into the latest episode of the New Home Insights podcast. You can tell he is not eager to talk about himself, but Ryan has a great story to tell. He shares his humble upbringing and early life lessons before dishing the inside scoop on running one o…
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Our guest this week is Sudarshan Murthy from GQG Partners. Sudarshan is a co-portfolio manager on all GQG investment strategies, which include global equities, US equities, and emerging markets. Before joining GQG in 2016, Sudarshan worked as an Asian equities analyst for Matthews International, and he was also a sell-side researcher at Sanford Ber…
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In this episode of the Business Coach podcast, host David Finkel focuses on how to protect your gross profit margin through an insightful coaching session. Addressing the real-life challenges of a coaching client, David examines pricing strategies, the importance of understanding gross profit margins, and key tactics to avoid scope creep. Learn act…
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Today on the podcast, we’re welcoming Barry Ritholtz. He’s co-founder, chairman, and chief investment officer of Ritholtz Wealth Management, a firm that was launched in 2013. He’s the creator and host of Masters in Business, one of the earliest finance-related podcasts. He also regularly posts on The Big Picture, where he’s been covering everything…
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In this episode of the Business Coach Podcast, host David Finkel addresses critical hiring strategies for rapidly expanding companies. Drawing on decades of experience, David shares actionable insights from a coaching session with a successful client, emphasizing the importance of sequencing hires and focusing on must-have skills and past performan…
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The best ideas are the ones that seem obvious—“Why didn’t I think of that?” Sean Dobson saw the pile-up coming before the Great Financial Crisis (GFC) crashed the housing market. Sean and his company, Amherst, built a model to assess the true value of every home in America and bet right on what followed the GFC.Sean then had another great idea. Fam…
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Our guest on the podcast today is Mellody Hobson. She’s the author of a new book for children called Priceless Facts About Money. In addition, she’s co-CEO of Ariel Investments, where she is responsible for management, strategic planning, and growth for all areas of Ariel outside of research and portfolio management. Additionally, she serves as cha…
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In this insightful episode of The Business Coach podcast, host David Finkel is joined by seasoned business coach Jennifer Frigault. Jen brings over 20 years of experience working with diverse companies, from large enterprises to small micro businesses. Together, they address the common challenges business owners face, such as the lack of systems an…
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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 Ramit Sethi. Ramit is a personal finance expert and author. His latest book is called Money For Couples: No more stress. No more fights. Just a 10-step plan to create your Rich Life togeth…
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Join David Finkel on this episode of the Business Coach Podcast as he sits down with Mark Watson, a successful entrepreneur who transitioned from a large real estate investment trust to building his own real estate empire and multiple operating businesses. Mark discusses his journey, sharing key lessons on scaling businesses, strategic planning, te…
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Most of us, even the CEO of a major homebuilder, don’t have a master plan for our lives. Sometimes, fate takes us to a place we never thought we would be. Sheryl Palmer’s journey started as a young advertising expert at McDonald’s, wound through homebuilder Del Webb, and eventually put her at Morrison Homes when it merged with Taylor Woodrow. Thirt…
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Our guest this week is Louis-Vincent Gave. Louis is founding partner and CEO of Gavekal Group, a research and financial services firm based in Hong Kong. After graduating from Duke University and studying Mandarin at Nanjing University, Louis joined the French Army, then went on to become a financial analyst at Paribas, first in Paris, then in Hong…
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Our guest on the podcast today is Dr. Preston Cherry. Dr. Cherry is the author of a new book called Wealth in the Key of Life: Finding Your Financial Harmony. He’s also founder and president of Concurrent Wealth Management. In addition, he serves as Assistant Professor of Finance and Head of the Personal Financial Planning Program at the University…
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Join David Finkel and his guest, Rich Wood, in this second part of a series on selling your company. They dive deep into key deal point considerations, the role of NDAs, tactical advice on earn-outs, managing non-compete clauses, and protecting yourself from common games played by professional buyers like private equity groups. Packed with actionab…
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Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Our guest on the podcast today is Pam Krueger. Pam is the founder and CEO of Wealthramp, which seeks to match consumers with financial advisors who fit their needs. Pam is also the creator and co-host of MoneyTrack, seen on PB…
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In this episode of The Business Coach Podcast, hosted by David Finkel and co-hosted by Rich Wood, the Coaching Director for Maui Mastermind, the focus is on how to strategically maximize the sale price of your company. The discussion covers various aspects such as identifying and preparing for the right type of buyers, the importance of having clea…
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Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Our guest on the podcast today is Sahil Bloom. He’s the author of a new book called The 5 Types of Wealth, and he also writes a newsletter called the Curiosity Chronicle. He’s the founder and managing partner of SRB Holdings a…
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Join hosts David Finkel and Rich Wood in this episode of The Business Coach Podcast as they dive deep into increasing business profitability. They discuss the importance of looking at your business through a profit lens and provide actionable insights on pricing strategies, managing expenses, and improving supply chains. Learn about the difference …
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Our guest this week is our colleague, John Rekenthaler. John is retiring from Morningstar after 36 years. He was one of Morningstar’s early hires. Joe Mansueto and Don Phillips brought John on as a mutual fund analyst in 1988, and he rose to become the company’s vice president of research. He worked on many of Morningstar’s foundational methodologi…
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In this episode of The Business Coach Podcast, learn five effective strategies to scale your sales capacity without the need for additional hires. Host David discusses how better lead management, tighter qualification processes, strategic hiring, price adjustments, and innovative sales mechanisms can drastically improve your business' profitability…
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Our guest this week is Hendrik du Toit, CEO and co-founder of Ninety One Asset Management, which is dually listed in London and Johannesburg, South Africa, and was formerly known as Investec Asset Management, founded in 1991. In addition to running Ninety One, Hendrik is on the board of Naspers and its European subsidiary, Prosus, which is a corner…
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In this episode of the Business Coach Podcast, host David Finkel explains why efficient collection systems are vital for a successful business. He discusses the often overlooked, yet essential, process of ensuring receivables are collected, emphasizing that failing to collect can be worse than not making sales at all. Using a case study of a law fi…
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On the podcast this week, we welcome back Dave Sekera. Dave is the chief US market strategist for Morningstar Research Services. In his role, Dave publishes research and commentary on the state of the markets and economy and is a leading voice on Morningstar.com and our other platforms. Dave and Susan Dziubinski also do a weekly show for Morningsta…
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In this episode of The Business Coach podcast, host David Finkel discusses the common mistake of business owners building their business for control instead of using internal controls. David shares stories and examples to illustrate how to implement effective systems and procedures that keep the business running smoothly without the owner's constan…
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Zillow is the unquestioned king of the existing home space, but it is not just about matching buyers with a resale. Zillow is big in the new home world as well. The company is partnering with homebuilders to empower them to reach potential buyers better, joining the melee for a buyer segment that often doesn’t realize they have other options.Qadra …
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Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. On the podcast today, we welcome back Jordan Grumet. Jordan’s latest book is called The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy. His previous book was called Taking Stock: A Hospice …
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Every business owner needs to understand this powerful strategy! Whether you’re new to strategic depth or already implementing it, this episode is for you. Learn the four steps to build strategic depth in your business and discover how to transform it from a defensive tactic into one of your greatest growth and scaling opportunities. Don’t forget t…
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Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. On this week’s episode, we’ll feature some of our favorite clips from interviews we’ve done with financial planners, advisors, and retirement researchers over the past year. It’s a counterpart to a previously released “best of…
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In this episode, we sit down with Evan, a small business financing expert, to explore how entrepreneurs can access capital without falling into financial traps. We discuss: New financing products every business owner should know about The dangers of predatory Merchant Cash Advance (MCA) companies Shocking tactics used by some lenders to take advant…
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