332 Buckets with Christine Benz Director of Personal Finance at Morningstar

Sound Retirement Planning Podcast

In this podcast episode Jason interviews Christine Benz who is the director of personal finance at Morningstar about the idea of using buckets as a way to diversify your money as you make the transition into retirement.

Rating: 4 out of 5.

Below are links to articles and resources mentioned in this episode:

Here is a link to the model portfolio’s Christine mentioned in this episode.

Model Portfolio’s for Retirees

Model Portfolio’s for Savers

Morningstar Instant X-Ray

Bucket Maintenance

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