Best Christine Benz Podcasts (2024)

1
Christine Benz on Retirement Portfolio Strategies, Effective Withdrawal Approaches, and Navigating Spending Transitions 25:35

12h ago25:35

25:35

Unlock the secrets to a resilient retirement strategy with Christine Benz from Morningstar as we explore the nuances of effective portfolio construction. Gain insights on the bucket approach, a method designed to weather market downturns by maintaining a cash cushion equivalent to one to two years of spending. Christine imparts her expertise on the…

201
Episode 397: How to Spend, Save & Find Joy Before and After Retirement w/ Christine Benz 46:49

7d ago46:49

46:49

This week on the Journey to Launch podcast, I am speaking to Christine Benz, Director of Personal Finance at Morningstar. Christine shares her insights on how to retire and addresses certain issues that come up during retirement such as safe spending rates and the under-spending problem. She advises early retirees to be flexible with withdrawals, h…

1
Key Financial Lessons on How to Retire From Morningstar’s Personal Finance Guru, Christine Benz 25:59

13d ago25:59

25:59

Part 2 of our “How to Retire” interview with Christine Benz, Morningstar’s personal finance and retirement guru, focuses on key financial lessons after discussing the important non-financial aspects in part 1.WEALTHTRACK episode 2116 broadcast on October 18, 2024More info: --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrac…

1
Kevin Mahn on AI Investment Opportunities, NVIDIA's Market Role, and Nuclear Power's Green Future 12:59

1h ago12:59

12:59

Join us as we uncover the untapped potential of AI investing with expert Kevin Mahn, who challenges the notion that NVIDIA is the be-all and end-all of the AI world. Maughan, fresh from his presentation at the Money Show, shares his insights on the broader AI ecosystem that includes exciting opportunities in semiconductors, software, hardware, and …

1
Episode 399: Overcoming Obstacles as an Undocumented Immigrant and Reaching $1 Million Invested by 48 w/ Tanya Taylor 57:34

1h ago57:34

57:34

By Journey to Launch

1
Sam Stovall on Fed Policy Impacts, Election Year Market Trends, and Strategic Sector Rotation 33:47

38m ago33:47

33:47

Explore the fascinating interplay between Federal Reserve policies and market trends with our guest, Sam Stovall, Chief Investment Strategist at CFRA Research. Ever wondered how election years shape market behavior? We unravel historical patterns that suggest why 2023's equity markets showed resilience and what might be on the horizon for 2024, inc…

1
Charlie Dreifus: ‘You Have to Dig Deeper to Find Inefficiencies. But They’re There’ 55:16

28m ago55:16

55:16

Our guest this week is Charlie Dreifus. Charlie is portfolio manager of the Royce Special Equity Funds, highly regarded by Morningstar’s Manager Research team. Charlie was named Fund Manager of the Year by Morningstar in 2008 for his work on the Small-Cap Value US Equity Strategy, which he began running in 1998 after portfolio management stints at …

1
Exploring ETF Evolution and India’s Market Potential with Jay McAndrew 45:42

20m ago45:42

45:42

Unlock the secrets of Columbia Threadneedle's groundbreaking investment strategies with insights from our special guest, Jay McAndrew. Discover how this asset management leader is reshaping the industry by seamlessly blending active insights into passive ETF models, all while focusing on a select group of 350 top-rated stocks. Jay draws from his we…

1
Changing Lanes to Make a Difference – Jennifer Jacobs 29:59

12m ago29:59

29:59

What’s Next? Get in front of your life in retirement. Early Bird registration is now open for our upcoming Designing Your New Life Group Program Join a supportive, dynamic community to reimagine your path and create a meaningful retirement. Choose from two groups: Thursday (6pm ET) or Friday (12 pm ET), both starting in January. 🔹 Limited Spots Ava…

1
Ken Mahoney on Wall Street Insights, Broadway's Risk-Reward Dynamics, and Navigating Market Volatility 14:10

1h ago14:10

14:10

Uncover the secrets of financial success with the multifaceted Ken Mahoney, a distinguished figure with accolades stretching from Wall Street to Broadway. He's not just a financial heavyweight; with multiple Tonys and Emmys under his belt, Ken brings a unique blend of experience that will reshape how you view investment strategies. Explore the comp…

1
Tennis and the Stock Market: Winning the Loser's Game | Disha Spath | 104 1:07:46

1d ago1:07:46

1:07:46

By day, Dr. Disha Spath is an internist caring for her patient’s physical and mental health. By night, my she's known as The Frugal Physician and hosts the Finding Financial Freedom podcast. In this episode, Disha shares her personal journey from financial struggles to becoming an advocate for frugality and financial independence. She also discusse…

1
David Keller on Market Trend Exhaustion, Emotion's Role in Investing, and Strategic Portfolio Management 15:52

43m ago15:52

15:52

Unlock the secrets to understanding market trends with insights from David Keller of Sierra Alpha Research. Ever wondered how to spot the exhaustion of a market trend before it's too late? Our conversation promises to equip you with the tools and techniques needed to enhance your situational awareness in investing, helping you sidestep the pitfalls…

1
A Better Way to Use Leverage in Your ETF Portfolio 26:16

7m ago26:16

26:16

Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, talks about the best way for most retail investors to leverage and which leveraged ETFs look promising. Travis Miller, strategist for Morningstar Research Services, discusses how tech companies are looking to nuclear energy to fuel data center…

1
Investing in a “High Risk, Momentum-Driven Bull Market” With Veteran Strategist Bob Doll 25:49

1h ago25:49

25:49

Part 1 of 2Veteran strategist and fund manager Bob Doll on investing in what he calls a “high-risk, momentum-driven bull market.”WEALTHTRACK #2118 broadcast on November 01, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

1
Eric Balchunas on ETF Industry Innovations, Risk-Taking Trends, and Investor Psychology Dynamics 13:52

3h ago13:52

13:52

Ever wondered how the ETF industry is mirroring the innovation boom of biotech? Tune in as Eric Balchunas from Bloomberg unpacks the fascinating parallels in our latest episode. We promise you'll gain eye-opening insights into how specialized ETFs are becoming the go-to solutions for investors seeking everything from premium income to market buffer…

1
How to Use Your Head to Save Your Brain – Mitchelll Clionsky, PhD 32:49

6d ago32:49

32:49

Early bird registration is now open for our upcoming Designing Your New Life Group Program Join a supportive, dynamic community to reimagine your path and create a meaningful retirement. Choose from two groups: Thursday (6pm ET) or Friday (12 pm ET), both starting in January. 🔹 Limited Spots Available! Each group is capped at 10 participants, and o…

1
Keith Fitzgerald on Quantum Mental Investing, AI Trends, and Mastering Modern Market Strategies 20:00

2h ago20:00

20:00

Unlock the secrets of modern retail investing with the legendary Keith Fitzgerald, who brings over 45 years of unparalleled experience to our latest episode. Join us as we uncover Keith's groundbreaking "quantummental" strategy, a fusion of top-down and bottom-up analysis that allows investors to tap into transformational themes like digitalization…

1
How to Retire: Understand and Plan for Long-Term Care 23:36

1h ago23:36

23:36

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 talks with author and researcher Howard Gleckman about long-term care. How Long-Term Care Differs fr…

1
Episode 398- My Financial Freedom Story and The Steps You Need to Take To Reach Your Dream Life 51:17

1h ago51:17

51:17

This week on the Journey to Launch Podcast, I’m reflecting on my own financial freedom journey so far and defining key concepts around financial independence. Not too long ago my growing family and demanding commute to my corporate job fueled my desire for a more flexible, fulfilling life. My husband and I saved and invested $169,000 in two years, …

1
Anne Tergesen: What Retirement Looks Like Today 55:56

8d ago55:56

55:56

Our guest on the podcast today is Anne Tergesen. Anne is a reporter covering retirement for The Wall Street Journal. Her stories often explore how retirement and preparing for retirement are changing today. She writes frequently on topics related to 401(k) plans and retirement savings, spending, and legislation. She also writes about employee benef…

1
Jamie Hopkins on Preserving Legacies, Digital Asset Challenges, and Modern Estate Planning Strategies 26:10

2d ago26:10

26:10

Discover the secrets to preserving your legacy with expert insights from Jamie Hopkins on the Money Show. We unravel the complexities of estate planning, focusing on the often-neglected aspects of digital assets and their troublesome transfer upon death. With the evolution of online accounts and changing legal landscapes, many are left unprepared a…

1
The Joy You Make – Steven Petrow 32:57

9d ago32:57

32:57

Design Your Future. Embrace Your Freedom. Early Bird discounted registration is now open for our next Designing Your New Life Group Program – with a Thursday group and a Friday group beginning in January. Each group is limited to 10 participants and only four spots are still open in each group. Learn more ____________________ Who wouldn’t sign up f…

1
Ed Yardeni on US Market Resilience, Tech Concentration Risks, and Inflation-Ready Portfolios 26:33

5d ago26:33

26:33

Renowned economist Ed Yardeni joins me on Lead-Lag Live to unpack the roaring market trends and economic shifts of our time. Known for his bullish perspective, Ed sheds light on the resilience of the US economy, drawing fascinating parallels to historic periods like the 1920s and 1990s. We explore why expansions often last longer than recessions an…

1
Generosity and Smart Spending: A Family Affair | Andy Hill | 103 1:06:05

6d ago1:06:05

1:06:05

Andy Hill is an award-winning blogger, podcaster, Youtuber and family finance coach. All under the brand of 'Marriage, Kids, and Money’, his primary focus is helping families build wealth and happiness. He shares his inspiring story of going from a $50,000 negative net worth to achieving financial independence and now living his best 'Coast FI' lif…

1
Keith Dicker on Canadian Equities, Economic Challenges, and Portfolio Diversification Strategies 39:31

10d ago39:31

39:31

Discover the layers of modern investing with Keith Dicker, founder and Chief Investment Officer of IceCap Asset Management, as we navigate the volatile world of Canadian equities and their global counterparts. Keith unveils the complexities of portfolio diversification beyond the traditional 60-40 split, urging investors to embrace a mix of cash, c…

1
David Stockman on Reaganomics' Legacy, Fed Policy Challenges, and Future Economic Prospects 52:16

5d ago52:16

52:16

Explore the complexities of modern capitalism with our insightful guest, David Stockman, the former budget director under Ronald Reagan. Discover how the legacy of Reaganomics continues to shape our economic landscape, as Stockman sheds light on the successes and failures of past fiscal policies. We're tackling the pressing challenges of federal de…

1
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales? 16:31

5d ago16:31

16:31

Katie Binns, director of product management for Morningstar Indexes, discusses bank loans’ benefits even as interest rates are expected to fall. William Kerwin, equity analyst for Morningstar Research Services who covers Apple, reveals the two main things he wants to hear about on the earnings call. What Are Bank Loans? Bank Loans vs. Junk Bonds Th…

1
Michael Taylor on Bridging Science and Finance, Breast Cancer Philanthropy, and Healthcare Investment Innovations 42:07

6d ago42:07

42:07

Michael Taylor, PM of the Pink Fund, shares his extraordinary journey from the lab to the world of finance, bringing a unique perspective on investment strategies in the healthcare sector. With a background in molecular biology, Michael has transitioned successfully from a gene therapy scientist to a key player in healthcare finance. Learn how his …

1
Gary Brode on Inflation Causes, China's Economic Impact, and Uranium's Energy Future 35:00

9d ago35:00

35:00

Join me, Michael Gayed, as I sit down with seasoned investor Gary Brode to tackle some of the most pressing issues in the financial world today. How effective are current regulations in the fight against foreign money laundering, and what role does Senator Elizabeth Warren play in this landscape? We dissect the effectiveness of fines and discuss po…

1
How to Retire: Prioritize Tax Planning in Retirement 23:58

7d ago23:58

23:58

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 talks with financial planning expert Jeff Levine about the importance of tax planning in retirement.…

51
Phil Moeller: A Road Map for Navigating Medicare 54:59

15d ago54:59

54:59

Our guest on the podcast today is Phil Moeller. He’s the primary author of the Get What’s Yours series of consumer guidebooks, including a newly revised edition of Get What’s Yours for Medicare: Maximize Your Coverage, Minimize Your Costs. In addition, the series includes Get What’s Yours: The Revised Secrets to Maxing Out Your Social Security and …

1
Passion and Purpose – Jim Ansara 31:30

9d ago31:30

31:30

A study by Stanford and Encore.org found that the majority of older adults want to give back in some way. Jim Ansara, an AARP 2024 Purpose Prize winner, is making a big difference in his retirement with his organization Build Health International. How might you redirect your skills and experience to make a difference? Jim Ansara joins us from Bever…

1
Hal Lambert on Politically Driven Investing, Corporate Influence, and Navigating 2024 Election Impacts 41:30

17d ago41:30

41:30

Discover the untapped potential of politically responsible investing with Hal Lambert of Point Bridge Capital in this thought-provoking episode. We unravel the mysteries behind market cap-weighted indices and explore how equally weighted strategies might better illuminate true security selection. Hal shares insights into the political currents shap…

1
Beyond the Alphabet Soup: Expert Tips for Mastering Medicare & Avoiding Pitfalls | Danielle Roberts | 102 1:19:32

10d ago1:19:32

1:19:32

This episode explores the intricate and confusing world of Medicare with leading expert Danielle Roberts. Danielle is founding partner at Boomer Benefits, an agency that has helped thousands of ordinary Americans learn and navigate their entry into Medicare since 2005. She's also author of the bestselling book '10 Costly Medicare Mistakes You Can't…

1
Danielle DiMartino Booth on Post-Pandemic Economic Trends, Inflation Metrics, and Investment Strategies 45:34

18d ago45:34

45:34

Economic landscapes can be complex, especially in a post-pandemic world. Join us for an engaging discussion with Danielle DiMartino Booth, a former Federal Reserve insider, as she shares her insights on the evolving economic trends and the limitations of traditional inflation metrics. Discover how Jerome Powell's leadership and interest rate strate…

1
Episode 75, Bogleheads on Investing, Jason Zweig talks about his life, career, books, and Benjiman Graham, host Rick Ferri

19d ago

—

Jason is a well-known personal finance journalist, author, and a long-time friend of the Bogleheads.By Rick Ferri, CFA

1
Episode 75: Jason Zweig talks about his life, career, books, and Benjamin Graham, host Rick Ferri 58:34

17d ago58:34

58:34

Jason Zweig is a well-known personal finance journalist, author, and a long-time friend of the Bogleheads. Jason became a columnist for The Wall Street Journal in 2008, and before that, he was a senior writer for Money magazine and a guest columnist for Time magazine and Cnn.com. From 1987 to 1995, Jason was the mutual funds editor at Forbes. Earli…

1
Is Your Portfolio Built to Withstand a Market Rotation? 20:16

16d ago20:16

20:16

Dan Lefkovitz, Morningstar Indexes strategist, discusses why it’s important to be ready for a range of outcomes during a market rotation. Nic Owens, equity analyst for Morningstar Research Services, talks about his outlook for Boeing stock ahead of earnings. Trends from the Q3 Market Rotation Extending into Q4 Key Moments Sparked Market Volatility …

1
Jay Van Bavel on Social Media Tribalism, AI Influences, and Psychological Impact of Online Engagement 47:35

13d ago47:35

47:35

Explore the transformative power of social media with Jay Van Bavel, a leading voice in psychology and neuroscience at NYU. Is the digital age reshaping how we connect—or divide? Join us as we dissect the moral and psychological landscapes carved out by platforms that amplify the loudest voices and often leave the silent majority unheard. From exam…

1
Neely Tamminga on Youth Employment Trends, Social Media Effects, and Financial Independence Challenges 42:37

14d ago42:37

42:37

Ever wondered how a former Wall Street professional views the financial resilience of today's youth? Join us as we unpack the intriguing insights of Neely Tamminga, who now enlightens young minds as a college professor and consultant. From using preschool blocks to decode labor statistics, to understanding the financial hurdles faced by young adult…

1
How to Retire: Transition from Saving to Spending 21:19

15d ago21:19

21:19

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 Washington Post personal finance columnist and author Michelle Singletary. They talk …

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