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.
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
Helping with a retirement plan designed to achieve clarity, confidence and freedom.
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