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Part 1 of 2
Retirement planning is challenging, and the biggest fear is not having enough money during retirement. The year 2022 made things worse as even a well-diversified portfolio did not spare anyone from pain. Bonds, which are supposed to offset the risk in stocks, experienced their worst year in history, leading to a 60/40 benchmark mix of 60% stocks and 40% bonds down by 16%. Personal finance expert Christine Benz has a way to build better and more resilient retirement portfolios that are less vulnerable to short-term market behavior. She will describe her bucket investing approach to building a retirement portfolio in a two-part series.
#retirementplanning #FinancialPlanning #InvestmentStrategies #PortfolioDiversification #RiskManagement
WEALTHTRACK Episode 1940 broadcast on March 31, 2023
00:00 Hello
00:41 Introduction
02:35 Interview with Christine Benz
21:50 One Investment
24:33 Action Point
More Info: wealthtrack.com/build-a-bette...
Bookshelf:
Morningstar's 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances: amzn.to/3G5rVcN
Morningstar Guide to Mutual Funds: Five-Star Strategies for Success: amzn.to/3zqb2pv