332 Buckets with Christine Benz Director of Personal Finance at Morningstar

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332 Buckets with Christine Benz Director of Personal Finance at Morningstar

Jason Parker

Buckets with Christine Benz Director of Personal Finance at Morningstar

Jason Parker Jason Parker

Buckets with Christine Benz Director of Personal Finance at Morningstar Buckets with Christine Benz Director of Personal Finance at Morningstar

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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.

★★★★

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

By Jason Parker|2020-12-03T07:39:23-08:00November 30, 2020|

About the Author: Jason Parker

I have a passion to help educate and inspire retiree’s to take action to achieve clarity, confidence and freedom in their retirement. I am the author of Sound Retirement Planning, the host of Sound Retirement Radio and the President of Parker Financial LLC.

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

Retirement Budget Calculator

Parker Financial

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

Parker Financial LLC does business as the following: Sound Retirement Planning, Sound Retirement Radio, Insurance Services by Parker Financial, LLC, & Parker Financial. Home office located at 9230 Bay Shore Drive NW #201, Silverdale, WA 98383. Jason Parker, RICP® is a Registered Investment Adviser Representative and has a Washington State insurance license. Parker Financial LLC is a registered investment adviser with the SEC. The adviser may not transact business in states where it is not appropriately noticed-filed, excluded or exempted from registration. Most states allow for a de minimis exemption of up to 5 clients in any state. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without notice filing with the SEC or exemption. Retirement Budget Calculator LLC and Parker Financial LLC are affiliated entities and under common control.

332 Buckets with Christine Benz Director of Personal Finance at Morningstar