Retirement Focus with Christine Benz
By Morningstar.com
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Podcast Description
Morningstar's Christine Benz tackles retirement-specific issues, including risk control, retirement account management, income investing, and fund picks for retirees.
| Name | Description | Released | Price | ||
|---|---|---|---|---|---|
| 1 | VideoPrescriptions for the Financially Well and Unwell | Santa Clara University professor and author Meir Statman says some retirees have coping mechanisms and family networks for support, while others may need more than a nudge to reach retirement success. | 5/23/12 | Free | View In iTunes |
| 2 | VideoGetting Your Buckets in a Row | Morningstar's Christine Benz describes several bucket-oriented approaches that investors can adapt for their retirement portfolios. | 3/27/12 | Free | View In iTunes |
| 3 | VideoCreating a Goof-Proof Plan for Your Spouse | Regular communication and a simple investment strategy will help your surviving spouse thrive, says advisor Stacy Francis. | 3/13/12 | Free | View In iTunes |
| 4 | VideoTop Six Tax Tips for Retirees | Morningstar's Christine Benz offers strategies for sequencing withdrawals, managing RMDs, maximizing property tax breaks, and keeping tabs on medical-expense deductions. | 2/22/12 | Free | View In iTunes |
| 5 | VideoRightsizing Your Life for Retirement | Matching expenses to income in retirement could mean making tough choices about housing and other big-ticket items, says financial advisor Jeff Christakos. | 12/21/11 | Free | View In iTunes |
| 6 | VideoTax-Saving Tactics for Your December To-Do List | Morningstar's Christine Benz offers tips on tax-loss selling, required minimum distributions, 401(k) contributions, and energy credits. | 12/19/11 | Free | View In iTunes |
| 7 | VideoWith CLASS Act Dismissed, What Now for Long-Term Care? | Morningstar's Christine Benz offers tips for determining if private insurance is right for you. | 11/29/11 | Free | View In iTunes |
| 8 | VideoFocus on the Investment Levers You Can Control | Putting more money away sooner, and deferring retirement, are more reliable strategies to reach financial goals than attempting to aggressively time the market, says Vanguard's Maria Bruno. | 11/9/11 | Free | View In iTunes |
| 9 | VideoThree Strategies for Retirement Withdrawals | Vanguard's Colleen Jaconetti proposes a hybrid strategy that sets a ceiling and floor for withdrawals and is sensitive to market volatility and taxes. | 11/3/11 | Free | View In iTunes |
| 10 | VideoBenartzi on Common Retirement Stumbling Blocks | Investors must think more critically about income replacement in retirement and when to take benefits, says Professor Shlomo Benartzi, chief behavioral economist at Allianz. | 10/28/11 | Free | View In iTunes |
| 11 | VideoArmstrong: Invest for Total Return | Retired investors need the ballast of bonds, but in today's environment, they can't depend solely on a portfolio's income stream, says Investor Solutions' Frank Armstrong. | 10/18/11 | Free | View In iTunes |
| Total: 11 Episodes |
Customer Reviews
Love it, I want more!
Christine is great. I love the podcast, I wish it was more frequent!
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