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Morningstar
Get stock, fund, and ETF picks, plus weekly market insights, investing tips, and exclusive fund manager interviews from Morningstar’s director of equity research, director of personal finance, and stock and fund analyst team.
- 15 minutes 58 secondsA 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 traditional Medicare during open enrollment.
Traditional Medicare vs. Medicare Advantage
Why Seniors Shouldn’t Just Roll Over Their Plans in 2025
2025 Medicare Part D Changes
Medicare’s New Prescription Payment Plan
What Should Seniors Do If Their Medicare Advantage Plan is Being Eliminated?
What You Need to Know About Switching Between Traditional Medicare and Medicare Advantage
Where You Can Go to Get Help Choosing a New Medicare Plan
Read about topics from this episode.
Medicare Open Enrollment: What to Know as You Enroll for 2025
I’m 65 and Still Working. Should I Enroll in Medicare?
Are Consumers Better Off With Medicare Plus a Medigap Plan?
What to watch from Morningstar.
A Better Way to Use Leverage in Your ETF Portfolio
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
Is Your Portfolio Built to Withstand a Market Rotation?
Inherited IRA Rules: What You Need to Know Before 2025
Read what our team is writing:
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8 November 2024, 10:00 am - 26 minutes 16 secondsA 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 promising. Travis Miller, strategist for Morningstar Research Services, discusses how tech companies are looking to nuclear energy to fuel data centers’ surging demand.
Why Leverage Has a Debatable Reputation in InvestingVolatility Drag and Leveraged ETFs
Why Does Leverage Kill ETFs?
What Are ETPs?
A Better Way for Investors to Use Leverage in Their Portfolio
How Can Investors Add Leverage to Their Portfolio Without Volatility Drag?
Costs of Leveraged ETFs
How Most Investors Should Gain Exposure to Leverage
Do Leveraged ETFs Show Promise?
What’s Coming Up in the Markets?
How Much Energy Does a Data Center Need to Run?
Why Small Modular Reactors Could Be Key to Powering Data Centers
Are Carbon-Free Pledges Driving Companies Toward Nuclear Energy?
Which Utilities Companies Are Next to Sign Data Center Deals?
Is This Shift Toward Nuclear Energy Larger Than Just AI?
What to Look for in Utilities Companies’ Earnings
Utilities Stock Picks
Read about topics from this episode.
Subscribe to Morningstar's ETFInvestor Newsletter.
The AI Revolution Is Ready to Power Up. It Just Needs Electricity
Utilities: Falling Interest Rates, Growth Outlook Boosting Stocks
What to watch from Morningstar.
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
Is Your Portfolio Built to Withstand a Market Rotation?
Inherited IRA Rules: What You Need to Know Before 2025
How to Find the Best Health Savings Account
Read what our team is writing:
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1 November 2024, 9:00 am - 23 minutes 36 secondsHow 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 book of the same name. In this episode, Christine talks with author and researcher Howard Gleckman about long-term care.
How Long-Term Care Differs from Conventional HealthcareWhy Americans Need More Long-Term Care Than Ever Before
Long-Term Care Isn’t Just in Nursing Homes
Does Medicare Cover Long-Term Care Costs?
Who Should Consider Long-Term Care Insurance?
The Financial Implications of Continuing Care Retirement Communities
Howard Gleckman’s Experience with Long-Term Care
Key Takeaways
Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.
If you read my work regularly, you know that I'm a little bit obsessed with the topic of long-term care, not just how to pay for it, but also all of the other dimensions of it, like the impact on families. To help discuss that topic, I reached out to Howard Gleckman. He is the author of a book called Caring for Our Parents, and he is also a Senior Fellow at the Urban Institute, where he is affiliated with the Tax Policy Center and the Program on Retirement Policy. He also writes a great blog for Forbes. I asked him to discuss the basics of long-term care, as well as the financial ramifications and implications for caregivers.
More from Howard Gleckman
Caring For Our Parents, by Howard Gleckman
Howard Gleckman on The Long View: ‘We Pretend This Isn’t a Problem’
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
The Hidden Crisis in Long-Term Care
How Likely Are You to Need Long-Term Care?
6 Steps for Smart Long-Term-Care Planning
Worried About Long-Term Care Expenses? Let’s Do Something About It.
Watch more from How to Retire.
How to Retire: Prioritize Tax Planning in Retirement
How to Retire: Transition from Saving to Spending
How to Retire: Consider a Retirement Bucket Portfolio Strategy
How to Retire: Know What ‘Enough’ Means in Retirement
How to Retire: Understand the Role of Working Longer
How to Retire: Stay Flexible with Your Retirement Spending
Read what our team is writing:
Follow Christine Benz on social media.
X: https://x.com/christine_benz
LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523
30 October 2024, 9:00 am - 16 minutes 31 secondsApple 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 Research Services who covers Apple, reveals the two main things he wants to hear about on the earnings call.
What Are Bank Loans?
Bank Loans vs. Junk Bonds
The Role of Bank Loans in Your Portfolio
Why the Market for Bank Loans Has Grown
Companies With Bank Loans Today
Why Bank Loans Are Less Volatile Than Junk Bonds
How Interest-Rate Cuts Could Affect Floating-Rate Investments
Could Riskier Credit Investments Default with an Economic Slowdown?
What’s Coming Up in the Markets?
Is Apple Intelligence Worth Upgrading Your iPhone?
How Important Are iPhone 16s Holiday Sales to Apple?
Why Apple Discontinued Developing Self-Driving Vehicles and Electric Cars
Could Nvidia Taking the Title as the World’s Most Valuable Company Affect Apple?
What to Look for in Apple Earnings
Apple Stock Outlook
Read about topics from this episode.
A Way to Protect Your Portfolio Against Bond Price Drops
Can Bank Loan Funds Rise to the Top Again?
Apple iPhone 16 Event Inspires Confidence
Keep up with Morningstar’s coverage of company earnings.
What to watch from Morningstar.
Is Your Portfolio Built to Withstand a Market Rotation?
Inherited IRA Rules: What You Need to Know Before 2025
How to Find the Best Health Savings Account
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
Read what our team is writing:
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25 October 2024, 9:00 am - 23 minutes 58 secondsHow 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 book of the same name. In this episode, Christine talks with financial planning expert Jeff Levine about the importance of tax planning in retirement.
Why Tax Planning is Key When Withdrawing from Your Retirement PortfolioWill Your Taxes Decrease in Retirement?
Key Tax Strategies for Retirees Before They Have to Take RMDs
Do Rules of Thumb for Retirement Spending Make Sense?
How to Lower Your RMD Tax Bills
How Qualified Charitable Distributions Can Help Lower Your Tax Bill
Key Takeaways
Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of your retirement well.
Today's episode will focus on the tricky topic of tax planning during retirement. To tackle this topic, I reached out to Jeff Levine, who is Lead Financial Planning Nerd at Kitces.com, and also serves as Chief Planning Officer at Buckingham Wealth Partners. Jeff is exceptionally good at explaining complex tax matters, so I knew that he would do a great job of delving into this topic.
More from Jeff LevineJeff Levine on The Long View: Smart Tax Moves for 2023 and Beyond
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
Can You Control Required Minimum Distributions?
8 Little-Known Facts About RMDs
An Investing Road Map for Retirees
Read about topics from this episode.
How Retirees Can Avoid the ‘Tax Torpedo’
Watch more from How to Retire.
How to Retire: Transition from Saving to Spending
How to Retire: Consider a Retirement Bucket Portfolio Strategy
How to Retire: Know What ‘Enough’ Means in Retirement
How to Retire: Understand the Role of Working Longer
How to Retire: Stay Flexible with Your Retirement Spending
Read what our team is writing:
Follow Christine Benz on social media.
X: https://x.com/christine_benz
LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523
23 October 2024, 9:00 am - 20 minutes 16 secondsIs 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, talks about his outlook for Boeing stock ahead of earnings.
Trends from the Q3 Market Rotation Extending into Q4Key Moments Sparked Market Volatility
Will Value Stocks Make a Comeback?
Value and Small-Cap Stock Outlook
What’s Fueling Dividend Stocks Outperformance Against the Broader Market?
Bond Performance in Q3 and Early Q4
What Investors Need to Watch Out for in Q4
Will the Market Rotation Persist?
What’s Coming Up in the Markets?
Why Boeing’s New CEO Announced Massive Layoffs
How Boeing is Trying to Prevent a Credit Downgrade
What Boeing is Delaying and Eliminating to Move Forward
Where the Machinists’ Strike Stands at Boeing
What to Look for in Boeing’s Q3 Earnings
How Investors Should Approach Boeing Stock
Read about topics from this episode.
3 Lessons From Recent Stock Market Drama
Q3 in Review and Q4 2024 Market Outlook
What the Election Could Mean for Big Tech Stocks
How to Use Large-Cap Stocks in a Portfolio
Boeing: Machinists Union Strike Unavoidable and Unfortunate
What to watch from Morningstar.
Inherited IRA Rules: What You Need to Know Before 2025
How to Find the Best Health Savings Account
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
Is the Fed’s Plan to Avoid a Recession Working?
Read what our team is writing:
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18 October 2024, 9:00 am - 21 minutes 19 secondsHow 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 book of the same name. In this episode, Christine sits down with Washington Post personal finance columnist and author Michelle Singletary. They talk about the difficult psychological transition from saving to spending in retirement.
Transitioning from Saving to Spending in RetirementHow to Plan for Retirement When Your Spouse Doesn’t Retire at the Same Time
Are Annuities Helpful for In-Retirement Cash Needs?
Delaying Social Security in Retirement
How Couples Can Approach Different Money Mindsets in Retirement
Key Takeaways
Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.
One of my favorite personal finance journalists is author and Washington Post columnist, Michelle Singletary. Happy to say that I've gotten to know Michelle a bit through our regular conversations. In her work and presentations, she frequently discusses her thriftiness. So, I wanted to discuss with Michelle an issue that I've observed through talking to a lot of retirees, that if they've been good savers like Michelle, it's difficult to flip the switch into spending. I asked her to discuss that transition in her own household.
More from Michelle Singletary
What To Do With Your Money When Crisis Hits: A Survival Guide, by Michelle Singletary
Michelle Singletary on The Long View: 'You Need Diversity'
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
3 Tricky Decisions for Every Retirement Plan
We Need to Talk About Your Retirement ‘Spending’
Social Security Planning Tips for Married Couples
How to Determine Your Expected Retirement Date
Read about topics from this episode.
The Psychology of Retirement Income: From Saving to Spending
How Retirees Can Avoid the ‘Tax Torpedo’
Watch more from How to Retire.
How to Retire: Consider a Retirement Bucket Portfolio Strategy
How to Retire: Know What ‘Enough’ Means in Retirement
How to Retire: Understand the Role of Working Longer
How to Retire: Stay Flexible with Your Retirement Spending
Read what our team is writing:
Follow Christine Benz on social media.
X: https://x.com/christine_benz
LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523
16 October 2024, 9:00 am - 26 minutes 56 secondsInherited 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 Rule?
Why Congress Wants Inherited IRA Heirs to Follow the 10-Year Rule
What Is Required of Non-Spouse Beneficiaries When Someone Passes After Starting RMDs?
What Happens if the Original Account Owner Dies Before Taking Required Minimum Distributions?
Can Non-Spouse Beneficiaries of Inherited IRAs Do a Rollover?
When Should People Born in 1959 Begin RMDs?
What You Should Do if You Skipped RMDs Between 2020 and 2024
Key Takeaway
Read about topics from this episode.
IRS Finalizes RMD Regulations: Key Takeaways and the 10-Year Rule for Beneficiaries
How to Avoid Unintended Distributions from Inherited IRAs and 401(k)s
IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs
Inherited IRAs: What to Know About Taxes, RMDs, and More
What to watch from Morningstar.
How to Find the Best Health Savings Account
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
Is the Fed’s Plan to Avoid a Recession Working?
Don't Overlook These Crucial Parts of Your Retirement Plan
Denise Appleby, Morningstar contributor, explains the new inherited IRA rules including whether heirs need to take RMDs and follow the 10-year rule. Plus, what the next steps are if a beneficiary, who inherited an IRA since 2020, hasn’t taken RMDs yet.
Read what our team is writing:
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11 October 2024, 9:00 am - 22 minutes 5 secondsHow 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 book of the same name. In this episode, Christine sits down with wealth manager Harold Evensky, who inspired Christine’s work in retirement portfolio bucketing.
How the Bucket Approach to Retirement Planning Helps InvestorsHow the Bucket Approach Helped Keep Clients Steady During Market Downturns
Benefits of Limiting Cash in Retirement Portfolios
Why Investors Should Avoid Too Many Retirement Buckets
Why Prioritizing Goals is Most Important for Retirement Planning
The Most Underrated Aspect of Retirement Planning
Overrated Discussions in Retirement Planning
Harold Evensky’s Transition from Work to Retirement
Key Takeaways
Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.
Many of you know that I frequently talk about the bucket approach to retirement portfolio construction. I was inspired to work on bucketing after talking to Harold Evensky nearly two decades ago, and I knew that I wanted to chat with Harold for this podcast. He is the founder of Evensky & Katz/ Foldes Wealth Management and a retired professor of practice of the Texas Tech University Personal Financial Planning Department. Harold and I talked about how he hit on the bucket strategy and used it with his clients.
More from Harold Evensky
Evensky & Katz / Foldes Wealth Management
Harold Evensky on The Long View: 'It's an Unmitigated Disaster'
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
Do You Need More Than 3 Buckets?
The Bucket Investor’s Guide to Setting Retirement Asset Allocation
Why Retirees and Investors Approaching Retirement Should Reduce Risk Today
Take This Simple Step As You Approach Retirement
7 Key Tasks for Investors Approaching Retirement
Read about topics from this episode.
Panicking About Market Volatility? Don’t Lose Money Chasing the Crowd
Watch more from How to Retire.
How to Retire: Know What ‘Enough’ Means in Retirement
How to Retire: Understand the Role of Working Longer
How to Retire: Stay Flexible with Your Retirement Spending
Read what our team is writing:
Follow Christine Benz on social media.
X: https://x.com/christine_benz
LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523
9 October 2024, 9:00 am - 17 minutes 13 secondsHow 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 research analyst for Morningstar Research Services, highlights the providers that received Morningstar's top ratings.
What is an HSA?
Who is Eligible for an HSA?
HSA vs FSA
How to Maximize the Triple-Tax Benefits of HSAs
How Do HSAs Compare to Other Tax-Advantaged Accounts?
Can You Save Too Much in an HSA?
How Has the HSA Landscape Evolved Over Time?
HSA Adoption Growth and the Rise of High Deductible Healthcare Plans
How Does Morningstar Assess HSAs?
What Makes a Good HHSA for SA for Spending?
Top 3 HSA Providers for Spending
What Makes a Good HSA for Investing?
Top 3 HSA Providers for Investing
Morningstar’s Guide to the Best HSA Providers
Read about topics from this episode.
3 Tricks for Getting the Most Out of Your HSA
HSA vs. FSA: How to Choose One
What to watch from Morningstar.
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
Is the Fed’s Plan to Avoid a Recession Working?
Don't Overlook These Crucial Parts of Your Retirement Plan
Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks
Read what our team is writing:
Follow us on social media.
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4 October 2024, 9:00 am - 22 minutes 14 secondsHow 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 book of the same name. In this episode, Christine sits down with personal finance expert Manisha Thakor to address the question of “What is enough?” when it comes to retirement.
Do You Have Enough Financial Resources to Retire?How Retirement Spending Changes as We Age
Planning for Long-Term Care in Retirement
Non-Financial Planning for Retirement
How to Establish a Sense of Identity Away From Work
How to Take a Phased Approach to Retirement
Key Takeaways
Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.
One big question that people often grapple with as they contemplate retirement is whether they'll have enough, financially and otherwise, in retirement. To help address that question, I sat down with author and personal finance expert, Manisha Thakor. She wrote a book called MoneyZen: The Secret to Finding Your "Enough". She is also the founder of MoneyZen, which is a financial education consultancy.
More from Manisha Thakor
MoneyZen: The Secret to Finding Your “Enough,” by Manisha Thakor
Manisha Thakor on The Long View: Finding Your Enough
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
How to Determine Your Expected Retirement Date
A Retirement Readiness Checklist
How Likely Are You to Need Long-Term Care?
I’m Not Ready for Retirement (but I’m Not Waiting)
Read about topics from this episode.
Your Retirement Checklist Should Go Beyond Finances
Watch more from How to Retire.
How to Retire: Understand the Role of Working Longer
How to Retire: Stay Flexible with Your Retirement Spending
Read what our team is writing:
Follow Christine Benz on social media.
X: https://x.com/christine_benz
LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523
2 October 2024, 9:00 am - More Episodes? Get the App
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