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PODCAST

Investing Insights

A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.

business investing

All Episodes

00:15:38

Yes, You Can Still Find Tax-Loss Harvesting...

Investing Insights ·

2024/11/22

Christine Benz, Morningstar’s director of personal finance and retirement planning, discusses the ins and outs of tax-loss selling and where investors can look for potential opportunities to harvest losses in their portfolios.What is Tax-Loss Selling?Are There Limits to How Much You Can Offset Capital?How to Evaluate Your Cost Basis to Find Loss OpportunitiesWhat is the 30 Day Rule for Tax-Loss Selling?Why Investors Should Think About Tax-Loss Selling When Markets Are UpHow to Make Tax-Loss Selling

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00:22:49

What You’re Getting Wrong About Dividend Investing

Investing Insights ·

2024/11/15

David Harrell, editor of Morningstar’s DividendInvestor newsletter, makes the case for dividend investing. However, he also points out the pitfalls, like dividend fallacy, that income-focused investors should watch out for. Why Investors Are Divided About Dividend Investing The Pitfall of Dividend Fallacy Warning Signal for Dividend TrapsShould Investors Focus on Total Return Rather Than Dividends Alone?How a Dividend-Focused Investment Strategy Can Help with Safe Withdrawal RatesWhy Investors May

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00:15:58

A Simpler Medicare Part D Is Coming. Here's How It...

Investing Insights ·

2024/11/08

Mark Miller, Morningstar contributor, talks about the new $2,000 out-of-pocket cap for Medicare Part D coming in 2025. Plus, learn what you should know before switching between Medicare Advantage and traditional Medicare during open enrollment.Traditional Medicare vs. Medicare AdvantageWhy Seniors Shouldn’t Just Roll Over Their Plans in 20252025 Medicare Part D ChangesMedicare’s New Prescription Payment PlanWhat Should Seniors Do If Their Medicare Advantage Plan is Being Eliminated?What You Need to

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00:26:16

A Better Way to Use Leverage in Your ETF Portfolio

Investing Insights ·

2024/11/01

Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, talks about the best way for most retail investors to leverage and which leveraged ETFs look promising. Travis Miller, strategist for Morningstar Research Services, discusses how tech companies are looking to nuclear energy to fuel data centers’ surging demand.Why Leverage Has a Debatable Reputation in InvestingVolatility Drag and Leveraged ETFsWhy Does Leverage Kill ETFs?What Are ETPs?A Better

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00:23:36

How to Retire: Understand and Plan for Long-Term Care

Investing Insights ·

2024/10/30

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine talks with author and researcher Howard Gleckman about long-term care. How Long-Term Care Differs from Conventional HealthcareWhy Americans Need More Long-Term Care Than Ever BeforeLong-Term Care Isn’t Just in Nursing HomesDoes Medicare Cover Long-Term

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00:16:31

Apple Earnings Are on Deck. Will Apple Intelligence...

Investing Insights ·

2024/10/25

Katie Binns, director of product management for Morningstar Indexes, discusses bank loans’ benefits even as interest rates are expected to fall. William Kerwin, equity analyst for Morningstar Research Services who covers Apple, reveals the two main things he wants to hear about on the earnings call.What Are Bank Loans?Bank Loans vs. Junk BondsThe Role of Bank Loans in Your PortfolioWhy the Market for Bank Loans Has GrownCompanies With Bank Loans TodayWhy Bank Loans Are Less Volatile Than Junk

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00:23:58

How to Retire: Prioritize Tax Planning in Retirement

Investing Insights ·

2024/10/23

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine talks with financial planning expert Jeff Levine about the importance of tax planning in retirement.Why Tax Planning is Key When Withdrawing from Your Retirement PortfolioWill Your Taxes Decrease in Retirement?Key Tax Strategies for Retirees Before They

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00:20:16

Is Your Portfolio Built to Withstand a Market Rotation?

Investing Insights ·

2024/10/18

Dan Lefkovitz, Morningstar Indexes strategist, discusses why it’s important to be ready for a range of outcomes during a market rotation. Nic Owens, equity analyst for Morningstar Research Services, talks about his outlook for Boeing stock ahead of earnings.Trends from the Q3 Market Rotation Extending into Q4 Key Moments Sparked Market Volatility Will Value Stocks Make a Comeback? Value and Small-Cap Stock OutlookWhat’s Fueling Dividend Stocks Outperformance Against the Broader Market?Bond

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00:21:19

How to Retire: Transition from Saving to Spending

Investing Insights ·

2024/10/16

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with Washington Post personal finance columnist and author Michelle Singletary. They talk about the difficult psychological transition from saving to spending in retirement.Transitioning from Saving to Spending in RetirementHow to Plan for

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00:26:56

Inherited IRA Rules: What You Need to Know Before 2025

Investing Insights ·

2024/10/11

Secure Act ConcernsRules for Traditional and Roth IRAs and Changes for Inherited IRAsWill Beneficiaries Need to Withdraw RMDs Every Year?Do People Who Inherit IRAs Still Need to Follow the 10-Year Rule?Why Congress Wants Inherited IRA Heirs to Follow the 10-Year RuleWhat Is Required of Non-Spouse Beneficiaries When Someone Passes After Starting RMDs?What Happens if the Original Account Owner Dies Before Taking Required Minimum Distributions?Can Non-Spouse Beneficiaries of Inherited IRAs Do a

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00:22:05

How to Retire: Consider a Retirement Bucket Portfolio...

Investing Insights ·

2024/10/09

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with wealth manager Harold Evensky, who inspired Christine’s work in retirement portfolio bucketing.How the Bucket Approach to Retirement Planning Helps InvestorsHow the Bucket Approach Helped Keep Clients Steady During Market DownturnsBenefits

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00:17:13

How to Find the Best Health Savings Account

Investing Insights ·

2024/10/04

Morningstar Inc editor Margaret Giles discusses the triple-tax-benefits of HSAs, how they compare to other tax-advantaged accounts, and whether you can save too much. Greg Carlson, senior manager research analyst for Morningstar Research Services, highlights the providers that received Morningstar's top ratings.What is an HSA?Who is Eligible for an HSA?HSA vs FSAHow to Maximize the Triple-Tax Benefits of HSAsHow Do HSAs Compare to Other Tax-Advantaged Accounts?Can You Save Too Much in an HSA?How Has

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00:22:14

How to Retire: Know What ‘Enough’ Means in Retirement

Investing Insights ·

2024/10/02

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with personal finance expert Manisha Thakor to address the question of “What is enough?” when it comes to retirement.Do You Have Enough Financial Resources to Retire?How Retirement Spending Changes as We AgePlanning for Long-Term Care in

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00:14:33

How GLP-1 Drugs Like Ozempic Are Boosting Biopharma...

Investing Insights ·

2024/09/27

Karen Andersen, biotechnology strategist for Morningstar Research Services, discusses what GLP-1 drugs’ demand means for the biopharma industry’s five-year outlook. And whether the weight-loss drugs pose a threat to snack food stocks.Why GLP-1 Drugs Are in Demand Competition Between Novo Nordisk and Eli LillyHow Expanding the Conditions GLP-1 Drugs Treats Could Influence Insurance CoverageAre Weight Loss Drugs a Threat to Snack Food Stocks?Big Pharma’s Looming Patent CliffHow Medicare Negotiations

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00:19:06

How to Retire: Stay Flexible with Your Retirement...

Investing Insights ·

2024/09/25

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with senior nerd at Kitces.com and assistant professor of finance Derek Tharp. They talk through how adjusting your spending throughout your retirement can enable you to spend more in the long run. How Actual Retiree Spending Deviates from

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00:19:29

Is the Fed’s Plan to Avoid a Recession Working?

Investing Insights ·

2024/09/20

Preston Caldwell, senior US economist for Morningstar Research Services, discusses why the Federal Reserve made an aggressive interest-rate cut now. And what these lower rates mean for borrowers.Morningstar’s Take on the Federal Reserve’s First Interest-Rate Cut in 2024 What is the Neutral Rate of Interest?Was the Half-Point Interest Rate Cut as “Timely?” Risks that Could Cause Inflation to ReheatWhat Signs from the Job Market Could Spur the Fed into Action?Does the Fed’s Forecast for Interest-Rate

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00:17:32

How to Retire: Understand the Role of Working Longer

Investing Insights ·

2024/09/18

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with Yahoo Finance columnist and author Kerry Hannon to talk through the benefits of meaningful work in retirement.Benefits of Working Past Traditional Retirement AgeWhat Does the Data Tell Us About People Who Work Longer?How to Make Working

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00:26:23

Don't Overlook These Crucial Parts of Your Retirement...

Investing Insights ·

2024/09/13

Dan Lefkovitz, Morningstar Indexes strategist, explains how following the money can reveal how exposed your portfolio is to geopolitical risks. Christine Benz, Morningstar Inc director of personal finance, is the author of the new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Benz joins Investing Insights to discuss her new book and how to avoid easy-to-miss pitfalls of retirement planning. Is Globalization Waning?Why the U.S., China, and Japan Are Turning to

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00:12:07

Boating Season Is Over, but Don't Overlook These...

Investing Insights ·

2024/09/06

Senior equity analyst Jaime Katz with Morningstar Research Services discusses consumer demand for recreational vehicles and the impact interest rate cuts could have on the industry. She breaks down Morningstar's outlook for Polaris and Malibu Boats, two undervalued manufacturers that have long-term growth potential.How Consumer Demand in the Recreational Vehicle Industry Has EvolvedWhat Factors Are Impacting Recreational Vehicle Companies?How Interest-Rate Cuts Affect Consumer Demand for

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00:15:39

5 Ways to Improve America’s Retirement Savings

Investing Insights ·

2024/08/30

Why the Employment Retirement Income Security Act Has Been SuccessfulHow Well Workers from Upper, Middle, and Lower Incomes are Saving for RetirementRetirement Savings by Race and EthnicityHow the Government and Employers Could Expand 401(k) Coverage Improving Social Security Would a National Retirement Savings Plan Replace Current Employer Plans?Do Investors Need Fiduciary Protections like ERISA Extended to IRAs?What’s At-Stake for Future Retirees Read about topics from this episode. The Time

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362 results

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