Episode Details

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