Adding Common Sense Strategies to Your Retirement Plan with Christine Benz

Today, I’m talking to Christine Benz. Christine is the Director of Personal Finance at Morningstar, one of the largest research institutions in the financial world. She’s the author of 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 and a prolific all-around writer on the topic of retirement.
Whenever I put together our Weekend Reading emails, which we send out every Friday, it’s hard for me not to include one of Christine’s articles. She has an incredible range of knowledge and expertise and a unique perspective that has proven to be invaluable throughout her career.
In today’s conversation, we discuss the path Christine took into the world of finance. We dig into the benefits and drawbacks of being an individual investor and simple strategies you can apply right now to build a strong foundation to retire-no matter what stage of life you’re in.
And on top of that, Christine graciously answered several questions from our Weekend Reading subscribers on topics including asset allocation, cryptocurrency, inflation, and more. I thoroughly enjoyed having her on the show, and I’m sure you’ll get a lot of value out of this episode as well. Enjoy!
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DISCLOSURE: Howard Bailey Financial, Inc., is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information, including our firm’s Form ADV Part 2, please visit howardbailey.com.

[@AnhNguyen-bi6vg]

Great interview. Thank you

[@puravida5683]

Great segment. I have been an index investor with Vanguard for decades. Extensive individual research is the key! I research financial, tax and geopolitical matters etc. Thus, I have never had the want or need for a financial advisor. A wise man once told me, it's not how much you make, it's how much you keep!

[@wdeemarwdeemar8739]

Someone manages my money for me he charges me 0.50 % of assets but does his own mutual funds and charges nothing. Worth it for me. Well worth it. I knew it was my best decision as I live across the street from the Tesla factory here in middle Cali. Not one employee drives those pos. Not the managers not the execs. Yet the stock soars. Even if they gave them out for free they won’t drive them, so how does the stock do well? I drive through the employee parking lot regularly… no Teslas in the Tesla employee makes zero sense.

[@DV3Financial]

@caseyweade I’m loving the beard. Works for you. Lol

[@wdeemarwdeemar8739]

If I was a multiple millionaire like Christine would likely be every thing including getting out of bed would be in the too hard category. I could not be bothered to do much except eat and keep my house clean. By the way a year later 2 Teslas in the employee parking lot. Mostly Toyotas.