Investing Insights

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with wealth manager Harold Evensky, who inspired Christine’s work in retirement portfolio bucketing.How the Bucket Approach to Retirement Planning Helps InvestorsHow the Bucket Approach Helped Keep Clients Steady During Market DownturnsBenefits of Limiting Cash in Retirement PortfoliosWhy Investors Should Avoid Too Many Retirement Buckets  Why Prioritizing Goals is Most Important for Retirement PlanningThe Most Underrated Aspect of Retirement PlanningOverrated Discussions in Retirement PlanningHarold Evensky’s Transition from Work to Retirement   Key Takeaways Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson abou