Six Retirement Blind Spots and How to Fix Them
About This Episode
Many of the risks we face in retirement are relatively under our control, while others are not. In this presentation Christine Benz https://www.morningstar.com/authors/30/christine-benz— Morningstar’s Director of Personal Finance , author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and co-host of “The Long View” podcast — on which Paul Merriman was recently interviewed by Christine and Jeff Ptak — showed pre-retirees and retirees how to manage your portfolio and financial plan to protect against six very serious risks. Those risks include retirement date risk, sequence of return risk, low-yield risk, inflation risk, health care and long-term care risk and longevity risk. She also shared her favorite in-retirement mutual funds and exchange-traded funds (ETFs), and discussed her model bucket portfolios geared toward retirees.
You might also enjoy:
An index of Christine’s articles at Morningstar
“Morningstar’s Benz: My journey from copy editor to fund analyst”. A great story about Christine’s career. I think parents who wonder what their child is going to do in the future will find interesting Christine’s growth that came when she took a job for reasons most of us wouldn’t have considered.
You can also follow Christine on Twitter