264: Adding Common Sense Strategies to Your Retirement Plan with Christine Benz
Retire With Purpose - The Retirement Podcast
English - January 17, 2022 11:00 - 1 hour - 62.9 MB - ★★★★★ - 440 ratingsInvesting Business Careers fiduciary independentadvisor retire retirement certifiedfinancialplanner charliepodpostmediacom financialadvisor financialplanning investmentplanning retirementplanning Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Today, I’m talking to Christine Benz. Christine is the Director of Personal Finance at Morningstar, one of the largest research institutions in the financial world. She’s the author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success and a prolific all-around writer on the topic of retirement.
Whenever I put together our Weekend Reading emails, which we send out every Friday, it’s hard for me not to include one of Christine’s articles. She has an incredible range of knowledge and expertise and a unique perspective that has proven to be invaluable throughout her career.
In today’s conversation, we discuss the path Christine took into the world of finance. We dig into the benefits and drawbacks of being an individual investor and simple strategies you can apply right now to build a strong foundation to retire–no matter what stage of life you’re in.
And on top of that, Christine graciously answered several questions from our Weekend Reading subscribers on topics including asset allocation, cryptocurrency, inflation, and more. I thoroughly enjoyed having her on the show, and I’m sure you’ll get a lot of value out of this episode as well. Enjoy!
Show Notes: RetireWithPurpose.com/264
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Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading