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 welldiversified 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 shortterm market behavior. She will describe her bucket investing approach to building a retirement portfolio in a twopart 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: https://wealthtrack.com/buildabette...


Bookshelf:
Morningstar's 30Minute Money Solutions: A StepbyStep Guide to Managing Your Finances: https://amzn.to/3G5rVcN
Morningstar Guide to Mutual Funds: FiveStar Strategies for Success: https://amzn.to/3zqb2pv