Retiring Soon? Make Sure to Check Your Asset Allocation

Investing Insights

English - November 25, 2022 10:00 - 19 minutes - 17.6 MB - ★★★★ - 379 ratings
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Previous Episode: Rising Interest Rates Make Bond Ladder ETFs More Appealing

Next Episode: Should You Buy Dividend Stocks in a Recession?

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