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- 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:
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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 - 14 minutes 33 secondsHow GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
Karen Andersen, biotechnology strategist for Morningstar Research Services, discusses what GLP-1 drugs’ demand means for the biopharma industry’s five-year outlook. And whether the weight-loss drugs pose a threat to snack food stocks.
Why GLP-1 Drugs Are in Demand
Competition Between Novo Nordisk and Eli Lilly
How Expanding the Conditions GLP-1 Drugs Treats Could Influence Insurance Coverage
Are Weight Loss Drugs a Threat to Snack Food Stocks?
Big Pharma’s Looming Patent Cliff
How Medicare Negotiations Impact the Pharmaceutical Industry
What is a Biologic Drug?
Upcoming Innovations in the Pharmaceutical Industry
Which BioPharma Drugs Do We Expect to Contract?
Big Pharma’s Five-Year Outlook
Biopharmaceutical Stock Picks
Read about topics from this episode.
2024 Biopharmaceutical Industry Landscape
Obesity Drugs: Can New Firms Take Market Share From Eli Lilly and Novo Nordisk?
Investment Opportunities in the Biopharma Industry
Obesity Drug Market: The Next Wave of GLP-1 Competition
What to watch from Morningstar.
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
5 Ways to Improve America’s Retirement Savings
Read what our team is writing:
Follow us on social media.
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27 September 2024, 9:00 am - 19 minutes 6 secondsHow to Retire: Stay Flexible with Your Retirement 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 senior nerd at Kitces.com and assistant professor of finance Derek Tharp. They talk through how adjusting your spending throughout your retirement can enable you to spend more in the long run.
How Actual Retiree Spending Deviates from Conventional Retirement ResearchWhy Early Retirees Can Spend More Than the 4% Guideline
How to Adjust Your Retirement Spending Over Time
How to Get Comfortable With Variability in Retirement
How to Transition from Saving to Spending
How to Account for Long-Term Care in Your Retirement Spending Plan
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. Today's episode will focus on how to make sure that the amount that you're spending from your portfolio is reasonable. To tackle this topic, I sat down with Derek Tharp, who is a Senior Research Nerd at Kitces.com and an Assistant Professor of Finance at the University of Southern Maine. I've loved Derek's work on how adjusting your spending in retirement can actually enable you to spend more over your lifetime. I feel like it's so practical and helpful, especially for people with tight financial plans heading into retirement.
More from Derek TharpDerek Tharp on The Long View: An Alternative Approach to Calculating In-Retirement Withdrawals
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
Should Your Retirement Withdrawals Mirror RMDs?
3 Tricky Decisions for Every Retirement Plan
7 Steps to Estimating Your In-Retirement Cash Flow Needs
How to Pay Yourself in Retirement
How Likely Are You to Need Long-Term Care?
Read about topics from this episode.
The Psychology of Retirement Income: From Saving to Spending
The 4% Retirement Rule Is Just a Starting Point
Watch more from How to Retire.
How to Retire: Understand the Role of Working Longer
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
25 September 2024, 9:00 am - 19 minutes 29 secondsIs the Fed’s Plan to Avoid a Recession Working?
Preston Caldwell, senior US economist for Morningstar Research Services, discusses why the Federal Reserve made an aggressive interest-rate cut now. And what these lower rates mean for borrowers.
Morningstar’s Take on the Federal Reserve’s First Interest-Rate Cut in 2024
What is the Neutral Rate of Interest?
Was the Half-Point Interest Rate Cut as “Timely?”
Risks that Could Cause Inflation to Reheat
What Signs from the Job Market Could Spur the Fed into Action?
Does the Fed’s Forecast for Interest-Rate Cuts Line Up with Morningstar’s Expectations?
How the Housing Market Can Return to Affordability
What Lower Interest Rates Could Mean for Credit Card Borrowers
Is the Fed on Track to Avoid a Recession and Pull of a “Soft Landing”?
Read about topics from this episode.
How Much Will the Fed Cut Interest Rates?
Fed Rate Cut Shows the Main Battle Against Inflation Has Been Won
What’s Next for the Markets and Economy After the Fed Rate Cut?
Fed Cuts Rates by Half-Point in Aggressive Start to Easing Cycle
What to watch from Morningstar.
Don't Overlook These Crucial Parts of Your Retirement Plan
Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks
5 Ways to Improve America’s Retirement Savings
Mutual Funds Turn 100. Can Investors Still Count on Them?
Read what our team is writing:
Follow us on social media.
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20 September 2024, 9:00 am - 17 minutes 32 secondsHow to Retire: Understand the Role of Working Longer
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 Yahoo Finance columnist and author Kerry Hannon to talk through the benefits of meaningful work in retirement.
Benefits of Working Past Traditional Retirement AgeWhat Does the Data Tell Us About People Who Work Longer?
How to Make Working Longer a Part of Your Retirement Plan
Dealing With Age Discrimination in the Workplace
How You Can ‘Ask and Address’ Your Needs in Retirement
Key Takeaways
More from Kerry HannonIn Control at 50+: How to Succeed in the New World of Work
Kerry Hannon on The Long View: Remote Work Trend Benefits Older Workers
Read more from Christine Benz.
I’m Not Ready for Retirement (but I’m Not Waiting)
Lessons From Another ‘Faux-tirement’
How to Determine Your Expected Retirement Date
Should Working Longer Be a Part of Your Retirement Plan?
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
18 September 2024, 9:00 am - 26 minutes 23 secondsDon't Overlook These Crucial Parts of Your Retirement Plan
Dan Lefkovitz, Morningstar Indexes strategist, explains how following the money can reveal how exposed your portfolio is to geopolitical risks. Christine Benz, Morningstar Inc director of personal finance, is the author of the new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Benz joins Investing Insights to discuss her new book and how to avoid easy-to-miss pitfalls of retirement planning.
Is Globalization Waning?Why the U.S., China, and Japan Are Turning to Global Income
Big Tech’s Influence on Global Revenue
How Nvidia Is Pushing the U.S. Stock Market to Be More Global
Can Elections Influence the Revenue Picture for the U.S. Equity Market?
Correlations Between Asset Classes in the U.S. and Globally
Why Market Correlations Between Emerging Markets and Developed Markets Have Not Risen
How Revenue and Correlation Data Informs Portfolio Diversification
Key Takeaway
Preview of The Week Ahead
The Goal of Christine Benz’s New Book ‘How to Retire’
How Spending Fluctuates Throughout Retirement
Why Retirees Underrate the Value of Safer Investments and Inflation Protection
The Role of Non-Portfolio Income When Structuring Retirement Portfolios
Housing in Retirement
Why Relationships are Important as We Age Towards Retirement
Read about topics from this episode.
When Gauging the Impact of Geopolitical Risk on Equity Markets, Consider Their Revenue Sources
Ian Bremmer: 4 Big Geopolitical Risks to Watch
How Did Diversified Portfolios Hold Up in 2023?
Christine Benz: 5 Things I Learned About Retirement Planning From My New Book
5 Critical Financial Steps to Take Before You Retire
Open Social Security: A free, open-source Social Security strategy calculator
What to watch from Morningstar.
Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks
5 Ways to Improve America’s Retirement Savings
Mutual Funds Turn 100. Can Investors Still Count on Them?
Too Many Investment Accounts? Here’s How to Reduce the Clutter
Read what our team is writing:
Follow us on social media.
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13 September 2024, 9:00 am - 12 minutes 7 secondsBoating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks
Senior equity analyst Jaime Katz with Morningstar Research Services discusses consumer demand for recreational vehicles and the impact interest rate cuts could have on the industry. She breaks down Morningstar's outlook for Polaris and Malibu Boats, two undervalued manufacturers that have long-term growth potential.
How Consumer Demand in the Recreational Vehicle Industry Has EvolvedWhat Factors Are Impacting Recreational Vehicle Companies?
How Interest-Rate Cuts Affect Consumer Demand for Recreational Vehicles
Is Recreational Vehicle Demand Correlated with Oil Prices?
How Wealth and Market Activity Impact Consumer Behavior
What’s Behind Polaris and Malibu Boats’ Competitive Advantage?
Polaris Stock Outlook
Malibu Boats Stock Outlook
Read about topics from this episode.
Stalled Boat Demand Leads to Profit Pressure at Malibu Despite Innovative Product Launches
Holiday Visibility Low for Narrow-Moat Bath & Body Works as Consumers Spend With Caution
The 10 Best Companies to Invest in Now
What to watch from Morningstar.
5 Ways to Improve America’s Retirement Savings
Mutual Funds Turn 100. Can Investors Still Count on Them?
Too Many Investment Accounts? Here’s How to Reduce the Clutter
Now’s the Time to Diversify Beyond Magnificent Seven Stocks
Read what our team is writing:
Follow us on social media.
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6 September 2024, 9:00 am - 15 minutes 39 seconds5 Ways to Improve America’s Retirement Savings
Why the Employment Retirement Income Security Act Has Been Successful
How Well Workers from Upper, Middle, and Lower Incomes are Saving for Retirement
Retirement Savings by Race and Ethnicity
How the Government and Employers Could Expand 401(k) Coverage
Improving Social Security
Would a National Retirement Savings Plan Replace Current Employer Plans?
Do Investors Need Fiduciary Protections like ERISA Extended to IRAs?
What’s At-Stake for Future Retirees
Read about topics from this episode.
The Time is Right for a National Retirement Savings Plan
Is Fixing Social Security and Medicare as Dire as It Seems?
The Saver’s Match Could Be a Game Changer for Retirement Savings—Especially for Black Women
How to Bridge a Retirement Shortfall
What to watch from Morningstar.
Mutual Funds Turn 100. Can Investors Still Count on Them?
Too Many Investment Accounts? Here’s How to Reduce the Clutter
Now’s the Time to Diversify Beyond Magnificent Seven Stocks
3 Asset Classes That Could Raise Your Portfolio’s Risk Level
Read what our team is writing:
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30 August 2024, 9:00 am - 13 minutes 17 secondsMutual Funds Turn 100. Can Investors Still Count on Them?
Russ Kinnel, director of ratings for Morningstar Research Services, discusses mutual funds’ greatest achievement and their competition against ETFs.
Mutual Fund Industry OutlookHow This Law Protects Investors Investing in Mutual Funds
Mutual Fund Market Timing Scandal
How Mutual Funds Can Stay Competitive to ETFs
Competition from Crypto ETFs
Are Mutual Funds a Good Investment?
Mutual Funds’ Greatest Achievement
Are Mutual Funds Here to Stay?
Top Mutual Fund Picks
Read about topics from this episode.
How to Find the Right Value Fund for Your Portfolio
8 Fund Families the Mutual Fund Trading Scandal Changed Forever
ETFs vs. Mutual Funds: The Benefits That Really Matter
Winners and Losers In the Spot Bitcoin ETF Race
What to watch from Morningstar.
ADD NEW VIDEO
Now’s the Time to Diversify Beyond Magnificent Seven Stocks
3 Asset Classes That Could Raise Your Portfolio’s Risk Level
Why Picking Top Stocks Is Not Enough
Read what our team is writing:
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23 August 2024, 9:00 am - More Episodes? Get the App
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