Shownotes Transcript
Dan Lefkovitz, Morningstar Indexes strategist, explains how following the money can reveal how exposed your portfolio is to geopolitical risks. Christine Benz, Morningstar Inc director of personal finance, is the author of the new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Benz joins Investing Insights to discuss her new book and how to avoid easy-to-miss pitfalls of retirement planning. Is Globalization Waning?
Why the U.S., China, and Japan Are Turning to Global Income
Big Tech’s Influence on Global Revenue
How Nvidia Is Pushing the U.S. Stock Market to Be More Global
Can Elections Influence the Revenue Picture for the U.S. Equity Market?
Correlations Between Asset Classes in the U.S. and Globally
Why Market Correlations Between Emerging Markets and Developed Markets Have Not Risen
How Revenue and Correlation Data Informs Portfolio Diversification
Key Takeaway
Preview of The Week Ahead
The Goal of Christine Benz’s New Book ‘How to Retire’
How Spending Fluctuates Throughout Retirement
Why Retirees Underrate the Value of Safer Investments and Inflation Protection
The Role of Non-Portfolio Income When Structuring Retirement Portfolios
Housing in Retirement
Why Relationships are Important as We Age Towards Retirement
**Read about topics from this episode. **
When Gauging the Impact of Geopolitical Risk on Equity Markets, Consider Their Revenue Sources)
Ian Bremmer: 4 Big Geopolitical Risks to Watch)
How Did Diversified Portfolios Hold Up in 2023?)
Christine Benz: 5 Things I Learned About Retirement Planning From My New Book)
5 Critical Financial Steps to Take Before You Retire)
Open Social Security: A free, open-source Social Security strategy calculator)
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Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks)
5 Ways to Improve America’s Retirement Savings)
Mutual Funds Turn 100. Can Investors Still Count on Them?)
Too Many Investment Accounts? Here’s How to Reduce the Clutter)
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