GET YOUR FINANCIAL HOUSE IN ORDER WITH PERSONAL FINANCE GURU CHRISTINE BENZ’ FINANCIAL TO-DO LIST!

January 10, 2020

At the beginning of every new year or at tax time when I am under the IRS deadline gun, I vow this year is going to be different and I will finally get organized and make decisions over time instead of at the last minute.

For the second year in a row, we have invited one of our favorite guests who is very knowledgeable and organized to join us. She is Christine Benz, Morningstar’s personal finance guru.

She writes daily personal finance columns for Morningstar, does interviews and podcasts and is the author of several books including 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. She has also been a WEALTHTRACK regular since the beginning.

We asked her to take us through her financial to-do list for 2020. It is detailed so get out your pens, papers or smartphones and prepare to take notes when you join us.

WEALTHTRACK Episode #1628; Originally Broadcast on Janruary 10, 2019

Listen to the audio only version here:

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Christine Benz’ choices for calculating your retirement income:


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CHRISTINE BENZ

REBALANCE SOME OF YOUR U.S. STOCK EXPOSURE TO FOREIGN STOCKS.

  • U.S. market has outperformed foreign markets over the last decade
  • Trim some U.S. holdings and add to some overseas markets
  • Consider markets you are underexposed to and/or are unpopular

STURDY DE-RISKING INVESTMENT

Buy Dodge & Cox Income Fund

  • Good core fixed income fund
  • Contrarian minded
  • Mainly buys corporate bonds portfolio managers consider to be underappreciated

No stock mentions in this episode.

Christine Benz from the WEALTHTRACK Archies:

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