Christine Benz on Retirement Portfolio Strategies, Effective Withdrawal Approaches, and Navigating Spending Transitions

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 famous 4% withdrawal rule, adapting it to the current economic climate, and discusses how evolving fixed income yields, equity valuations, and inf...