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:

Morningstar’s Christine Benz’s mission to help investors reach their financial goals covers a lot of territories. In her most recent WEALTHTRACK appearances she has discussed avoiding running out of money in retirement, annual financial wellness checks and the impact of the massive shift from active to passive mutual funds. Here are those episodes:

Legendary financial historian and risk expert Peter Bernstein made exclusive television appearances on WEALTHTRACK before his death at the age of 90 in 2009. Considered one of the wisest investment minds of the last century we are delighted to share them with you.

Why have donor-advised funds become such a popular investment vehicle for managing charitable deductions? We explore their role in socially responsible giving and investing.

One of the biggest expenses for retirees is healthcare. We investigate managing long-term care costs and other options with insurance experts in recent WEALTHTRACK episodes.

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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

Morningstar’s 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances

Morningstar Guide to Mutual Funds: Five-Star Strategies for Success

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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