Retiring Soon? Make Sure to Check Your Asset Allocation
Morningstar’s director of personal finance Christine Benz explains how to determine if your portfolio is too aggressive.
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Show Notes
In this special episode, Christine Benz, the director of personal finance at Morningstar, talks about portfolio makeovers and how to spot common pitfalls. This episode includes an excerpt from Christine’s webcast—“5 Portfolio Pitfalls and How to Fix Them.”
0:06 Introduction
00:51 - What did you think was important to address as we watch the markets tumble?
01:54 - How does your webcast help investors identify the next steps?
03:30 - How does age play a role in reworking a portfolio?
04:32 - What should people know before they adjust their portfolios in an effort to reduce the drag of taxes?
05:31 - Pre-Retirees: Is Your Asset Allocation Too Aggressive?
Read about topics from this episode.
Check out Christine's Presentation
Is It Too Late to Inflation-Proof Your Portfolio?
5 Portfolio Pitfalls and How to Fix Them
How a New Retiree Can Confront Market Turbulence
Positioning a Portfolio in Early Retirement
What to watch from Morningstar.
Cheap Stocks For You to Consider
What to Buy or Skip: I Bonds, Apple, Amazon, or Meta
Where to Park Your Cash and Find Recession-Resistant Stocks
Markets are Undervalued, and We Highlight Some Cheap Stocks!
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Ivanna Hampton on Twitter: @IvannaHampton
Christine Benz on Twitter: @Christine_Benz
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