Investing Insights
A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
- Update frequency
- every 6 days
- Average duration
- 18 minutes
- Episodes
- 161
- Years Active
- 2022 - 2025
Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024
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 …
What You’re Getting Wrong About Dividend Investing
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 investo…
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
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…
A Better Way to Use Leverage in Your ETF Portfolio
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…
How to Retire: Understand and Plan for Long-Term Care
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…
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
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 Researc…
How to Retire: Prioritize Tax Planning in Retirement
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…
Is Your Portfolio Built to Withstand a Market Rotation?
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, …
How to Retire: Transition from Saving to Spending
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…
Inherited IRA Rules: What You Need to Know Before 2025
Secure Act Concerns
Rules for Traditional and Roth IRAs and Changes for Inherited IRAs
Will Beneficiaries Need to Withdraw RMDs Every Year?
Do People Who Inherit IRAs Still Need to Follow the 10-Year Ru…
How to Retire: Consider a Retirement Bucket Portfolio Strategy
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…
How to Find the Best Health Savings Account
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 res…
How to Retire: Know What ‘Enough’ Means in Retirement
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…
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
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 …
How to Retire: Stay Flexible with Your Retirement Spending
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…
Is the Fed’s Plan to Avoid a Recession Working?
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.
Morn…
How to Retire: Understand the Role of Working Longer
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…
Don't Overlook These Crucial Parts of Your Retirement Plan
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 fi…
Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks
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 M…
5 Ways to Improve America’s Retirement Savings
Why the Employment Retirement Income Security Act Has Been Successful
How Well Workers from Upper, Middle, and Lower Incomes are Saving for Retirement
Retirement Savings by Race and Ethnicity
How the Go…