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The Annuity Man에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Annuity Man 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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064: Christine Benz: Avoiding Blind Spots in Your Retirement Portfolio Planning

52:49
 
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Manage episode 296803510 series 2798004
The Annuity Man에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Annuity Man 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In this episode, The Annuity Man and Christine Benz discuss:

  • Why Christine is so passionate about financial education and retirement portfolio planning.
  • Why decumulation is not bad (and when it is a good thing).
  • Retirement blindspots to be aware of.
  • Staying mindful of additional, variable costs in your spending plan.
  • Bucket approach investing and portfolios.

Key Takeaways:

  • Your portfolio doesn't know whether your withdrawals are coming from income or from selling appreciated securities, what matters is that you are not taking out too much.
  • People tend to overestimate our ability and desire to continue working and, often, retire earlier than they originally expected to.
  • There is power in diversification in your income portfolios.
  • The products under the annuity umbrella are incredibly varied. The type of annuity that is best for you depends on what your needs.

"If you're looking for something that will zig when your stocks zag, you probably want to ensure that your portfolio includes that cash and treasury bonds." — Christine Benz

Connect with Christine Benz:

Website: https://www.morningstar.com/

Podcast: https://www.morningstar.com/podcasts/the-long-view

LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523/

Twitter: https://twitter.com/christine_benz

Book: Morningstar’s 30 Minute Money Solutions: https://www.amazon.com/Morningstars-30-Minute-Money-Solutions-Step/dp/0470918136

Book: Morningstar Guide to Mutual Funds

https://www.amazon.com/Morningstar-Guide-Mutual-Funds-Strategies/dp/0470137533

Christine’s Article Archive: http://www.morningstar.com/articles/author/30-christine-benz.aspx

Reference:

Open Social Security: http://opensocialsecurity.com/

Connect with The Annuity Man:

Website: http://theannuityman.com/

Email: Stan@TheAnnuityMan.com

Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work

YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g

Get a Quote Today - https://www.stantheannuityman.com/annuity-calculator!

  continue reading

275 에피소드

Artwork
icon공유
 
Manage episode 296803510 series 2798004
The Annuity Man에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Annuity Man 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In this episode, The Annuity Man and Christine Benz discuss:

  • Why Christine is so passionate about financial education and retirement portfolio planning.
  • Why decumulation is not bad (and when it is a good thing).
  • Retirement blindspots to be aware of.
  • Staying mindful of additional, variable costs in your spending plan.
  • Bucket approach investing and portfolios.

Key Takeaways:

  • Your portfolio doesn't know whether your withdrawals are coming from income or from selling appreciated securities, what matters is that you are not taking out too much.
  • People tend to overestimate our ability and desire to continue working and, often, retire earlier than they originally expected to.
  • There is power in diversification in your income portfolios.
  • The products under the annuity umbrella are incredibly varied. The type of annuity that is best for you depends on what your needs.

"If you're looking for something that will zig when your stocks zag, you probably want to ensure that your portfolio includes that cash and treasury bonds." — Christine Benz

Connect with Christine Benz:

Website: https://www.morningstar.com/

Podcast: https://www.morningstar.com/podcasts/the-long-view

LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523/

Twitter: https://twitter.com/christine_benz

Book: Morningstar’s 30 Minute Money Solutions: https://www.amazon.com/Morningstars-30-Minute-Money-Solutions-Step/dp/0470918136

Book: Morningstar Guide to Mutual Funds

https://www.amazon.com/Morningstar-Guide-Mutual-Funds-Strategies/dp/0470137533

Christine’s Article Archive: http://www.morningstar.com/articles/author/30-christine-benz.aspx

Reference:

Open Social Security: http://opensocialsecurity.com/

Connect with The Annuity Man:

Website: http://theannuityman.com/

Email: Stan@TheAnnuityMan.com

Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work

YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g

Get a Quote Today - https://www.stantheannuityman.com/annuity-calculator!

  continue reading

275 에피소드

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