Episode 100
How a Bucketing Approach May Lessen Client Anxiety
Human-centric Investing Podcast · Hartford Funds
June 28, 202328m 38s
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Show Notes
Bucketing retirement portfolios is a great tool for financial professionals. Morningstar’s Director of Personal Finance and Retirement Planning, Christine Benz, shares how this healthy form of “mental accounting” can help clients better envision their financial future.