The Long View

• JL Collins: The (Still) Simple Path to Wealth

  For this holiday week, we’re resurfacing one of our favorite episodes from 2025 so far. Author JL Collins talking about the new edition of his bestselling book, The Simple Path to Wealth. We hope that you’ll enjoy the episode, and we’ll be back with a brand-new one next week. In the meantime, happy Fourth of July.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 1 million copies. He has recently come out with a second edition of the book, which his daughter, Jess, collaborated on. In 2023, he published another book called Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence.BackgroundBioThe Simple Path to Wealth (Revised & Expanded 2025 Edition): Your Road Map to Financial Independence and a Rich, Free LifePathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence—And How to Join ThemThe Simple Path to Wealth, 4% Rule, Inflation, and Stocks“Case Study #1: Putting the Simple Path to Wealth Into Action,” by JL Collins, jlcollinsnh.com, July 10, 2023.“Things Important, and Unimportant,” by JL Collins, jlcollinsnh.com, March 1, 2023.“Stocks—Part XIII: The 4% Rule, Withdrawal Rates and How Much Can I Spend Anyway?” by JL Collins, jlcollinsnh.com, Oct. 15, 2023.“Déjà Vu All Over Again,” by JL Collins, jlcollinshh.com, April 18, 2025.“Stocks—Part IV: The Big Ugly Event, Deflation and a Bit on Inflation,” by JL Collins, jlcollinsnh.com, Nov. 16, 2023.“Stocks—Part XXII: Stepping Away From REITs,” by JL Collins, jlcollinsnh.com, May 12, 2025.“Stocks—Part XXVII: Why I Don’t Like Dollar Cost Averaging,” by JL Collins, jlcollinshn.com, Jan. 8, 2024.“Stocks—Part III: Most People Lose Money in the Market,” by JL Collins, jlcollinsnh.com, Nov. 16, 2023.“Time Machine and the Future Returns for Stocks,” by JL Collins, jlcollinsnh.com, July 10, 2023.Debt Paydown“Chainsaws and Credit Cards,” by JL Collins, jlcollinsnh.com, March 30, 2023.“Stocks—Part XXVIII: Debt – The Unacceptable Burden,” by JL Collins, jlcollinsnh.com, May 12, 2025.Other“JL Collins: The Case for Simplicity,” The Long View podcast, Morningstar.com, April 5, 2022.“JL Collins: Spotlighting the Many Paths to Financial Independence,” The Long View podcast, Morningstar.com, Oct. 31, 2023.Vanguard Total Stock Market Index VTSAXBill BengenMr. Money Mustache

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• Eric Simonson: The Case for Flat-Fee Financial Advice

  Our guest on the podcast today is Eric Simonson. Eric is CEO of Abundo Wealth, an advice-only financial planning firm he founded in 2019. In addition, he heads up the Advice-Only Network, which is a platform dedicated to helping consumers find advice-only financial planners. Before starting Abundo, Eric was a financial advisor and managing director of Ameriprise Financial. He’s a certified financial planner and received bachelor’s degrees in finance and English from the University of Minnesota. Eric, welcome to The Long View.BackgroundBioAbundo WealthAdvice-Only NetworkPhilosophy, Financial Advice, and FIRE“Our Investment Philosophy,” by Eric Simonson, abundowealth.com, Aug. 2, 2022.“What Is a Flat Fee Financial Advisor?” by Eric Simonson, abundowealth.com, May 8, 2022.“Investments Are a Small Part of Financial Advice,” by Jeremy Zuke, abundowealth.com, Jan. 13, 2025.“When Do You Need a Financial Advisor?” by Lori Bodenhamer, abundowealth.com, June 22, 2022.“What If You Can’t Retire Yet?” by Chris Mamula, abundowealth.com, Feb. 26, 2023.“The Value of International Diversification,” by Jeremy Zuke, abundowealth.com, July 7, 2024.“DIY Investing: Managing Your Own Investment Accounts Is Easier Than You Think,” by Lori Bodenhamer, abundowealth.com, July 20, 2022.Travel Hacks“How to Travel and Still Meet Your Financial Goals,” by Eric Simonson, abundowealth.com, Aug. 1, 2022.“How to (Properly) Use Your Credit Card Points When Booking Travel,” by Andrew Dressel, abundowealth.com, Aug. 24, 2022.OtherRightCapital

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• Rosanne Corcoran: Caring and Support for Family Caregivers

  Our guest on the podcast today is Rosanne Corcoran. Rosanne is the Director of Content Strategy for Daughterhood.org, which is focused on creating community and providing resources to family caregivers. Rosanne also hosts a wonderful podcast called Daughterhood, the Podcast. In addition, she facilitates support groups and meetings for caregivers and has experience as a family caregiver herself.BackgroundBioDaughterhood.orgDaughterhood the Podcast: For CaregiversAnne TumlinsonMedicare/Caregiving“5 Common Misconceptions About Medicaid,” daughterhood.org blog.“4 Tips to Make You Smarter About Your Parents’ Medicare,” daughterhood.org blog.“3 Medicare Benefits You MUST Know About,” daughterhood.org blog.“AARP Research Insights on Caregiving,” aarp.org, March 27, 2025.“Caregiving Statistics: Work and Caregiving,” by Family Caregiver Alliance, caregiver.org.Favorite Podcast Guests“End of Life Care & Caregiver Burden With Jessica Zitter, MD, MPH,” Daughterhood the Podcast: For Caregivers, daughterhood.org, Feb. 11, 2021.“Challenging Behaviors in Dementia and the Reasons Why With Judy Cornish, Founder of the Dawn Method,” Daughterhood the Podcast: For Caregivers, daughterhood.org, Aug. 12, 2021.“The Final Days of Hospice and What to Expect With Barbara Karnes,” Daughterhood the Podcast: For Caregivers, daughterhood.org, Feb. 8, 2024.“Finding Meaning in Caregiving With Dr. Allison Applebaum,” Daughterhood the Podcast: For Caregivers, daughterhood.org, March 14, 2024.“Empathy in Caregiving With PK Beville,” Daughterhood the Podcast: For Caregivers, daughterhood.org, June 10, 2021.“A Conversation With Leeza Gibbons,” Daughterhood the Podcast: For Caregivers, daughterhood.org, Jan. 14, 2021.“2025 Policy Changes for Family Caregivers,” Daughterhood the Podcast: For Caregivers, daughterhood.org, Feb. 25, 2025.OtherNational Alliance for CaregivingAging Life Care Association“Howard Gleckman: We Pretend This Isn’t a Problem,” The Long View podcast, Morningstar.com, Jan. 16, 2024.How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement, by Christine Benz“Jean Chatzky: What Women Need to Do Differently With Their Money,” The Long View podcast, Morningstar.com, April 8, 2025.Five WishesLeeza’s Care Connection

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• The Morning Filter: 5 Rallying Stocks to Buy in June While They’re Still Undervalued

  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.Every Monday, Susan Dziubinski sits down with Morningstar Chief US Market Strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead. On this week’s episode, Dave and Susan discuss the likelihood of the Federal Reserve cutting interest rates soon and which company earnings to watch for in the week ahead. They also talk about Adobe’s results, takeaways from Apple’s WWDC event, and other stocks in the news. And they welcome special guest Damien Conover, Morningstar director of US equity research, who covers which sectors and industries are most vulnerable to tariffs. Episode highlights: Why Good Inflation Numbers Won’t Spur the Fed to Act Which Stocks in the News Look Attractive? Tariffs & Trade-Deal Stock Picks Stocks That Are Rallying & Have More Room to RunRead about topics from this episode. Learn more about Morningstar’s approach to stock investing: Morningstar’s Guide to Investing in StocksRead Dave’s latest stock market outlook: June 2025 US Stock Market Outlook: Has the Storm Passed?Find out which sectors and industries would be hurt most by tariffs, according to Morningstar: Tariffs Would Likely Hit These US Stock Sectors the HardestFollow Dave on social media.Dave Sekera on X: @MstarMarketsDave Sekera on LinkedIn: https://www.linkedin.com/in/davesekera

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• Paul Ashworth: ‘Forecasting Is Difficult at the Best of Times, and This Is not the Best of Times’

  Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Dr. Paul Ashworth. Paul serves as Chief North America Economist at Capital Economics. He joined the London-based research firm in 2001 from the National Institute of Economic and Social Research after taking degrees in economics and mathematics at Strathclyde and Warwick in the United Kingdom and completing a Ph.D. in monetary policy. In 2010, Paul was named Wall Street Journal Forecaster of the Year.BackgroundBioCapital Economics“Ashworth Tops Economy Survey,” by Justin Lahart, wsj.com, Feb. 7, 2011.Tariffs, Trade, and Inflation“Trump Tariffs Get to Stay in Place for Now. What Happens Next?” by Peter Hoskins and Yang Tian, bbc.com, May 30, 2025.“Economists Welcome U.S.-U.K. Agreement for Signal Rather Than Substance,” by Harriet Torry, wsj.com, May 8, 2025.“This Economist Thinks the Tariff Pause Could Be Permanent,” by Hannah Erin Lang, wsj.com, April 9, 2025.“Consumer Sentiment Darkens Further With Inflation Worries Rising,” by Chao Deng, wsj.com, May 16, 2025.Other“Why Trump Decided Not to Try to Fire Jerome Powell,” by Brian Schwartz, Josh Dawsey, and Nick Timiraos, wsj.com, April 23, 2025.“The Weekly Briefing: AI’s Productivity Boom, Central Bank Rhetoric vs Reality, Recession Risk and More,” A Capital Economics podcast, Sept. 22, 2023.

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