Tag: episode-0150

BENZ: MANAGING THE BUCKETS

June 6, 2014

Since WEALTHTRACK might be pre-empted because of public television fund raising drives this weekend, we are revisiting Consuelo’s interview with two Morningstar all-stars. You can watch it here.
Investing for retirement and the years in retirement is one of the biggest challenges any of us face. After extensive research on the topic, Morningstar’s Director of Personal Finance, Christine Benz has decided taking the “bucket approach” is a sound strategy.

She shares more on her contrarian strategy on getting more income from your portfolio here at Morningstar.