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Content provided by CFA Society Orlando. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CFA Society Orlando or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Christine Benz & Steve Curley, CFA: Personal Finance & Retirement Readiness
Manage episode 271751536 series 2644135
Content provided by CFA Society Orlando. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CFA Society Orlando or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Our guest today is Christine Benz, Morningstar's Director of Personal Finance and recently named one of Barron's 100 Most Influential Women in Finance.
As so many people have been put into tough financial circumstances due to COVID, the topic of personal finance is more important than ever. In this episode, we discuss Americans' lack of retirement preparedness, the need for more personal finance education for the demographic advisors don't serve, what she thinks young investors will learn from trading on Robinhood, and if the future of the 60/40 portfolio is dead.
Our local co-host today is Steve Curley, CIO of WaterOak Advisors and current President of the CFA Society of Orlando. Please enjoy the episode.
You can follow Christine on Twitter @christine_benz, read her work here, and subscribe to her podcast, The Long View.
Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
85 episodes
Share
Manage episode 271751536 series 2644135
Content provided by CFA Society Orlando. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CFA Society Orlando or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Our guest today is Christine Benz, Morningstar's Director of Personal Finance and recently named one of Barron's 100 Most Influential Women in Finance.
As so many people have been put into tough financial circumstances due to COVID, the topic of personal finance is more important than ever. In this episode, we discuss Americans' lack of retirement preparedness, the need for more personal finance education for the demographic advisors don't serve, what she thinks young investors will learn from trading on Robinhood, and if the future of the 60/40 portfolio is dead.
Our local co-host today is Steve Curley, CIO of WaterOak Advisors and current President of the CFA Society of Orlando. Please enjoy the episode.
You can follow Christine on Twitter @christine_benz, read her work here, and subscribe to her podcast, The Long View.
Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
85 episodes
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Similar to The Investors First Podcast
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continue reading
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continue reading
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