How to Retire: Consider a Retirement Bucket Portfolio Strategy
How to Retire: Consider a Retirement Bucket Portfolio Strategy  
Podcast: Investing Insights
Published On: Wed Oct 09 2024
Description: Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with wealth manager Harold Evensky, who inspired Christine’s work in retirement portfolio bucketing.How the Bucket Approach to Retirement Planning Helps InvestorsHow the Bucket Approach Helped Keep Clients Steady During Market DownturnsBenefits of Limiting Cash in Retirement PortfoliosWhy Investors Should Avoid Too Many Retirement Buckets  Why Prioritizing Goals is Most Important for Retirement PlanningThe Most Underrated Aspect of Retirement PlanningOverrated Discussions in Retirement PlanningHarold Evensky’s Transition from Work to Retirement   Key Takeaways Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.Many of you know that I frequently talk about the bucket approach to retirement portfolio construction. I was inspired to work on bucketing after talking to Harold Evensky nearly two decades ago, and I knew that I wanted to chat with Harold for this podcast. He is the founder of Evensky & Katz/ Foldes Wealth Management and a retired professor of practice of the Texas Tech University Personal Financial Planning Department. Harold and I talked about how he hit on the bucket strategy and used it with his clients. More from Harold EvenskyBioEvensky & Katz / Foldes Wealth ManagementBlogHello Harold: A Veteran Financial Advisor Shares Stories to Help Make You Be a Better Investor, by Harold EvenskyHarold Evensky on The Long View: 'It's an Unmitigated Disaster' Read more from Christine Benz.How to Retire: Tips for Entering RetirementDo You Need More Than 3 Buckets?The Bucket Investor’s Guide to Setting Retirement Asset AllocationWhy Retirees and Investors Approaching Retirement Should Reduce Risk TodayTake This Simple Step As You Approach Retirement7 Key Tasks for Investors Approaching Retirement Read about topics from this episode. Panicking About Market Volatility? Don’t Lose Money Chasing the Crowd Watch more from How to Retire.How to Retire: Know What ‘Enough’ Means in RetirementHow to Retire: Understand the Role of Working LongerHow to Retire: Stay Flexible with Your Retirement Spending Read what our team is writing:Christine Benz Follow Christine Benz on social media.X: https://x.com/christine_benzLinkedIn: https://www.linkedin.com/in/christine-benz-b83b523 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.