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White Coat Investor Podcast

White Coat Investor Podcast

WCI #494: Investing Lessons from 36 Years at Morningstar

Oct 22, 2026 · 59m

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About this episode

What insights can be gained from a career at Morningstar? In this episode of The White Coat Investor Podcast, John Rekenthaler, a 36 year veteran and former VP of Research at Morningstar, joins Dr. Jim Dahle to discuss the lessons he's learned from his decades in the industry. From what matters most for people in the accumulation phase and Social Security timing, to TIPS, tilts, and private investments, joins us as we learn from John's time in the industry and get to know the man behind the famous Rekenthaler Report. Today's episode is brought to us by SoFi® , the folks who help you get your money right. Paying off student debt quickly and getting your finances back on track isn't easy, but…