Episodes
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Preston Caldwell, senior US economist for Morningstar Investment Management, discusses the Federal Reserve’s interest-rate decision, his outlook for inflation in 2025, and the potential impact of US tariffs.
Fed Meeting January 2025: Was Pausing Interest-Rate Cuts a Good Move?Outlook for Inflation in 2025
How a Strong Jobs Market Fits into the Fed’s Outlook
Why Mortgage Rates Rose When Interest Rates Fell
When is the Next Fed Meeting in 2025?
Are Interest Rates Going Down in 2025?
How Mass Deportations Could Affect Businesses and Consumers
How US Tariffs Could Affect Consumer Goods Prices
Tracking Inflation, Financial Conditions, and the Housing Market
Read about topics from this episode.
What Trump’s Proposed Tariffs Would Mean for the Economy
Forecasts for December PCE Report Show Continued Improvement on Core Inflation
Fed Hits the Pause Button, Awaits Further Data Amid Policy Uncertainty
An Investor’s Guide to the Next Trump Administration
What to watch from Morningstar.
Why Inflation Still Poses a Risk to Stocks and Bonds in 2025
Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund
It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?
Where Investors Can Find the Highest Bond Yields in 2025
Read what our team is writing:
Preston Caldwell
Ivanna Hampton
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Follow The Morning Filter on Apple Podcast to hear new episodes on Monday mornings.
https://podcasts.apple.com/us/podcast/the-morning-filter/id1792280057
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Episodes manquant?
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Sarah Hansen, Morningstar Inc markets reporter, explains why the markets are closely watching inflation and what some forecasters expect. Seth Goldstein, strategist for Morningstar Research Services, discusses whether the new Trump administration’s policies could affect the electric vehicle industry and his outlook for Tesla’s stock.
What’s Changed About the Inflation Outlook
Why Inflation is Running Hotter Again
What Stubborn Inflation Means for Investors and the Economy
Markets’ Response to Inflation
Why Investors Need to Pay Attention to Inflation Drivers
What Economists Think Is Next for Inflation
Bottom Line for Investors
What’s New in the Markets
How Trump’s Policy Shift Could Affect Tesla and Other Automakers
Is It Still Possible for EVs to Hit Their Accelerated Growth Forecast?
Why Tesla May Have a Comeback in 2025
What to Look for in Tesla’s Upcoming Earnings
Morningstar’s Outlook on Tesla Stock
Read about topics from this episode.
Markets Breathe a Sigh of Relief on Softer Core Inflation
December Inflation Data Closes Door on January Rate Cut, but There’s Improvement Under the Hood
Is Inflation Really What Ails Stocks and Bonds?
Stocks and Bonds Stumble on Hot Jobs Report. Are Markets in Trouble, or Is It Just Noise?
Tesla: Full-Year Deliveries Decline and Energy Storage Deployments Set Record High
What to watch from Morningstar.
Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund
It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?
Where Investors Can Find the Highest Bond Yields in 2025
How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025
How to Diversify Your Portfolio to Handle a Market Correction
Read what our team is writing:
Sarah Hansen
Seth Goldstein
Ivanna Hampton
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Russ Kinnel, director of ratings for Morningstar Research Services, compares open-end funds and actively managed ETFs from Fidelity, T. Rowe Price, and Capital Group. Matthew Dolgin, senior equity analyst for Morningstar Research Services, discusses what he thinks of Netflix’s stock and where the streamer could profit next.
Open-End Funds vs. Active ETFs
Advantages of Active ETFs
Appeal for Day Traders
Disadvantage of Active ETFs
Which Investors Should Consider Swapping Mutual Funds for ETF Counterparts
Comparing Open-End Funds and Active ETFs on Key Factors
How T. Rowe Price Funds Compare to ETFs
Fidelity Funds vs ETFs Performance
Capital Group’s Different Approach to Their Funds vs ETFs
Decision Expected From SEC on ETF Share Class Requests
What’s New in the Markets
Netflix's Message to Competitors
Too Early to Judge Live Sports Push
How Can Netflix Increase Profits?
What to Watch for From Netflix’s Earnings Report
Morningstar’s Outlook on Netflix Stock
Read about topics from this episode.
How to Find the Right Active ETF for Your Portfolio
Will Active ETFs Outnumber Passive ETFs?
3 Great Active ETFs for Stock Investors
Are Active ETFs Truly More Tax-Efficient?
Morningstar’s Guide to Active ETFs
After Earnings, Is Netflix Stock a Buy, a Sell, or Fairly Valued?
3 Cheap Stocks to Watch in the Fight Over Sports Streaming
What to watch from Morningstar.
It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?
Where Investors Can Find the Highest Bond Yields in 2025
How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025
How to Diversify Your Portfolio to Handle a Market Correction
Read what our team is writing:
Ivanna Hampton
Russ Kinnel
Matthew Dolgin
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Jack Shannon, senior manager research analyst for Morningstar Research Services, discusses how fund companies are looking to put private assets in the hands of everyday investors. He explains the risks and opportunities in private equity and private credit, and where this trend could go in 2025.
What Are Private Assets?Risks of Private Assets vs. Public Assets
Why Fund Companies Want to Give Retail Investors Access to Private Assets
How Investors Can Access Private Assets Today
Why Funds Choose Private Credit Instead of Private Equity
Why Companies Stay Private
How the Lack of Liquidity in Private Assets Plays Out in Interval Funds
How Funds Provide Exposure to Private Equity
Do Funds with Private Equity or Private Credit Exposure Have Better Performance?
Would Holding Private Assets in an ETF Work?
Opportunities for Investors in Private Asset Funds
Private Asset Fund Outlook
Read about topics from this episode.
Morningstar's 2025 Outlook: Future Market Investment Strategies
When Will Public and Private Equity Markets Finally Converge?
DXYZ: This Closed-End Fund Is Not Destiny’s Child
Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
Private Credit: Avoid This Common Asset Allocation Mistake
2025 US Private Credit Outlook: More M&A, Larger Lenders, Bigger Market
Ask Your Advisor These Questions Before Investing in Private Credit
What to watch from Morningstar.
Where Investors Can Find the Highest Bond Yields in 2025
How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025
How to Diversify Your Portfolio to Handle a Market Correction
What Higher Bond Yields Mean for Markets in 2025
Read what our team is writing:
Jack Shannon
Margaret Giles
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Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses where to find the highest bond yields this year and whether corporate bonds are still attractive.
Why Cash is No Longer KingIs a 3% Interest Rate Forecast a Wake-Up Call?
Why It's a Good Time for Investors to Move Out of Cash
Why Investors Should Move Longer Term in Fixed Income
Are Corporate Bonds Still Attractive?
Where We Are Seeing Promising Yields From Global Bonds
What to Keep in Mind When Investing in Global Bonds
Where to Invest in 2025
Read about topics from this episode.
Where to Find Returns When Interest Rates Fall
Morningstar's 2025 Outlook: Future Market Investment Strategies
Morningstar’s 2025 Investment Outlook for Financial Advisors
Why Our Best Investment Ideas for 2025 Are Outside the US
What to watch from Morningstar.
How to Diversify Your Portfolio to Handle a Market Correction
What Higher Bond Yields Mean for Markets in 2025
Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024
Read what our team is writing:
Dominic Pappalardo
Ivanna Hampton
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Tom Lauricella, Morningstar Inc global markets editor, explains why the market reacted poorly to the Federal Reserve’s interest-rate outlook. The Smart Investor newsletter editor also discusses some of 2024’s biggest headlines such as inflation, the broader stock market rally, and new leadership in Washington.
Why the Fed Scaled Back from Four Interest-Rate Cuts to Two for 20255Did the Market Bounce Back After the Drop Following the Fed Rate Decision?
Why the Fed Isn’t Saying They Are Seeing a Stronger Economy in 2025
Will Trump’s Tariffs Cause Inflation to Rise?
Will the Market’s Momentum Continue into 2025?
High Yields in the Bond Market Are Benefitting Investors
Will the Trump Administration Boost Bitcoin’s Growth?
How Investor’s Should Approach Trump’s Second Term
5 Stories Investors Should Watch for in 2025
Read about topics from this episode.
Subscribe to Morningstar’s SmartInvestor newsletter.
Stocks Tumble on New Fed Rate Forecast—Here’s Why
Fed Sets Stage For Fewer (or Possibly No) Rate Cuts in 2025
Forecasts for November PCE Preview Show More Moderation in Inflation
What to Expect From Bitcoin in 2025
What Higher Bond Yields Mean for Markets in 2025
What to watch from Morningstar.
How to Diversify Your Portfolio to Handle a Market Correction
What Higher Bond Yields Mean for Markets in 2025
Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
Read what our team is writing:
Tom Lauricella
Ivanna Hampton
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Russel Kinnel, director of ratings for Morningstar Research Services, discusses large growth’s impressive run in 2024 and why it might be time to rebalance if you haven’t in a while.
What is Driving Growth’s Impressive Run?
Why Is it Important to Rebalance Now
What Triggered Growth’s Largest Selloffs Since 2000
What Was Unusual About the Growth Correction in 2022
Top-Rated Bond Funds that Could Help with Saving for an Emergency Fund
Bond Funds that are Defensive if Growth Gets Crushed
Small-Value Funds Out of Sync With Large Growth
Mid-Growth Funds that are Good Diversifiers
Read about topics from this episode.
Subscribe to the Morningstar FundInvestor newsletter.
6 Top-Performing Large-Growth Funds
Is It Time to Diversify Beyond US Large-Cap Growth Stocks?
How to Rebalance Your Portfolio Before 2025
The Best Funds for Rebalancing in 2025
The Best Bond Funds
What to watch from Morningstar.
What Higher Bond Yields Mean for Markets in 2025
Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
A Better Way to Use Leverage in Your ETF Portfolio
Read what our team is writing:
Russel Kinnel
Ivanna Hampton
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Dominic Pappalardo, chief multi-asset strategist at Morningstar Investment Management, discusses why long-term yields spiked in the wake of the election, what's next for fixed-income in 2025, and how investors can take advantage of higher yields in their portfolios.
Why Did Bond Yields Rise in the Wake of the Election?How Investors Are Thinking About Rising Bond Yields
What the Current Run-Up in Bond Yields Tells Us About the Markets
How Do Today’s Yields Compare to History?
Will the Flat Yield Curve Start to Steepen?
How Bond Yields Affect the Stock Market
How Long Can the Market Withstand a Higher Interest Rate Environment?
How Bond Yields Affect Mortgages
How Today’s Bond Yields Can Benefit Investors When Looking at Portfolio Construction
Economic Outlook 2025 Key Takeaways
Read about topics from this episode.
Postelection Deficit Concerns Fuel Jump in Bond Yields
Trump’s Tariffs: A Wild Card for the Markets in 2025
Fed Sticks to Rate Cut Plans, for Now
‘Diversification Is Back’—Why 60/40 Portfolios Are Working
What to watch from Morningstar.
Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
A Better Way to Use Leverage in Your ETF Portfolio
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
Read what our team is writing:
Sarah Hansen
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Christine Benz, Morningstar’s director of personal finance and retirement planning, discusses the ins and outs of tax-loss selling and where investors can look for potential opportunities to harvest losses in their portfolios.
What is Tax-Loss Selling?
Are There Limits to How Much You Can Offset Capital?
How to Evaluate Your Cost Basis to Find Loss Opportunities
What is the 30 Day Rule for Tax-Loss Selling?
Why Investors Should Think About Tax-Loss Selling When Markets Are Up
How to Make Tax-Loss Selling a Part of Your Portfolio Maintenance Strategy
Why Tax-Loss Selling is a Bear Market Strategy
Read about topics from this episode.
How You Could Benefit from Tax-Loss Selling This Year
Are Active ETFs Truly More Tax-Efficient?
Ready for a Big Capital Gains Tax Bill?
What You Need to Know About Capital Gains Distributions
Which Investments to Keep Out of Your Taxable Account
What to watch from Morningstar.
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
A Better Way to Use Leverage in Your ETF Portfolio
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
Is Your Portfolio Built to Withstand a Market Rotation?
Read what our team is writing:
Christine Benz
Margaret Giles
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David Harrell, editor of Morningstar’s DividendInvestor newsletter, makes the case for dividend investing. However, he also points out the pitfalls, like dividend fallacy, that income-focused investors should watch out for.
Why Investors Are Divided About Dividend InvestingThe Pitfall of Dividend Fallacy
Warning Signal for Dividend Traps
Should Investors Focus on Total Return Rather Than Dividends Alone?
How a Dividend-Focused Investment Strategy Can Help with Safe Withdrawal Rates
Why Investors May Not Want to Create Their Own Dividend
Why Long-Term Performance Matters When Looking at Dividend Stocks Versus the Broder Market
Are Share Repurchases Better Than Dividends at Returning Capital to Stock Owners? (This part of the episode includes a clarification: Taxes on qualified dividends can be avoided if your AGI is below certain levels.)
Drawbacks of a Dividend-Focused Investment Strategy
Has Dividend Investing Created Bad Investor Behavior?
Read about topics from this episode.
Subscribe to the Morningstar DividendInvestor newsletter.
3 Dividend Stocks for November 2024
Are Better Days Ahead for Dividend Investors?
Is a Dividend Stock Comeback Around the Corner?
New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?
There Is Nothing Special About Dividends
What to watch from Morningstar.
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
A Better Way to Use Leverage in Your ETF Portfolio
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
Is Your Portfolio Built to Withstand a Market Rotation?
Read what our team is writing:
David Harrell
Ivanna Hampton
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Mark Miller, Morningstar contributor, talks about the new $2,000 out-of-pocket cap for Medicare Part D coming in 2025. Plus, learn what you should know before switching between Medicare Advantage and traditional Medicare during open enrollment.
Traditional Medicare vs. Medicare Advantage
Why Seniors Shouldn’t Just Roll Over Their Plans in 2025
2025 Medicare Part D Changes
Medicare’s New Prescription Payment Plan
What Should Seniors Do If Their Medicare Advantage Plan is Being Eliminated?
What You Need to Know About Switching Between Traditional Medicare and Medicare Advantage
Where You Can Go to Get Help Choosing a New Medicare Plan
Read about topics from this episode.
Medicare Open Enrollment: What to Know as You Enroll for 2025
I’m 65 and Still Working. Should I Enroll in Medicare?
Are Consumers Better Off With Medicare Plus a Medigap Plan?
What to watch from Morningstar.
A Better Way to Use Leverage in Your ETF Portfolio
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
Is Your Portfolio Built to Withstand a Market Rotation?
Inherited IRA Rules: What You Need to Know Before 2025
Read what our team is writing:
Mark Miller
Ivanna Hampton
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Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, talks about the best way for most retail investors to leverage and which leveraged ETFs look promising. Travis Miller, strategist for Morningstar Research Services, discusses how tech companies are looking to nuclear energy to fuel data centers’ surging demand.
Why Leverage Has a Debatable Reputation in InvestingVolatility Drag and Leveraged ETFs
Why Does Leverage Kill ETFs?
What Are ETPs?
A Better Way for Investors to Use Leverage in Their Portfolio
How Can Investors Add Leverage to Their Portfolio Without Volatility Drag?
Costs of Leveraged ETFs
How Most Investors Should Gain Exposure to Leverage
Do Leveraged ETFs Show Promise?
What’s Coming Up in the Markets?
How Much Energy Does a Data Center Need to Run?
Why Small Modular Reactors Could Be Key to Powering Data Centers
Are Carbon-Free Pledges Driving Companies Toward Nuclear Energy?
Which Utilities Companies Are Next to Sign Data Center Deals?
Is This Shift Toward Nuclear Energy Larger Than Just AI?
What to Look for in Utilities Companies’ Earnings
Utilities Stock Picks
Read about topics from this episode.
Subscribe to Morningstar's ETFInvestor Newsletter.
The AI Revolution Is Ready to Power Up. It Just Needs Electricity
Utilities: Falling Interest Rates, Growth Outlook Boosting Stocks
What to watch from Morningstar.
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
Is Your Portfolio Built to Withstand a Market Rotation?
Inherited IRA Rules: What You Need to Know Before 2025
How to Find the Best Health Savings Account
Read what our team is writing:
Bryan Armour
Travis Miller
Ivanna Hampton
Follow us on social media.
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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 talks with author and researcher Howard Gleckman about long-term care.
How Long-Term Care Differs from Conventional HealthcareWhy Americans Need More Long-Term Care Than Ever Before
Long-Term Care Isn’t Just in Nursing Homes
Does Medicare Cover Long-Term Care Costs?
Who Should Consider Long-Term Care Insurance?
The Financial Implications of Continuing Care Retirement Communities
Howard Gleckman’s Experience with Long-Term Care
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.
If you read my work regularly, you know that I'm a little bit obsessed with the topic of long-term care, not just how to pay for it, but also all of the other dimensions of it, like the impact on families. To help discuss that topic, I reached out to Howard Gleckman. He is the author of a book called Caring for Our Parents, and he is also a Senior Fellow at the Urban Institute, where he is affiliated with the Tax Policy Center and the Program on Retirement Policy. He also writes a great blog for Forbes. I asked him to discuss the basics of long-term care, as well as the financial ramifications and implications for caregivers.
More from Howard Gleckman
Bio
Forbes Column
Urban Institute
TaxVox blog
Caring For Our Parents, by Howard Gleckman
Howard Gleckman on The Long View: ‘We Pretend This Isn’t a Problem’
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
The Hidden Crisis in Long-Term Care
How Likely Are You to Need Long-Term Care?
6 Steps for Smart Long-Term-Care Planning
Worried About Long-Term Care Expenses? Let’s Do Something About It.
Watch more from How to Retire.
How to Retire: Prioritize Tax Planning in Retirement
How to Retire: Transition from Saving to Spending
How to Retire: Consider a Retirement Bucket Portfolio Strategy
How to Retire: Know What ‘Enough’ Means in Retirement
How to Retire: Understand the Role of Working Longer
How to Retire: Stay Flexible with Your Retirement Spending
Read what our team is writing:
Christine Benz
Follow Christine Benz on social media.
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Katie Binns, director of product management for Morningstar Indexes, discusses bank loans’ benefits even as interest rates are expected to fall. William Kerwin, equity analyst for Morningstar Research Services who covers Apple, reveals the two main things he wants to hear about on the earnings call.
What Are Bank Loans?
Bank Loans vs. Junk Bonds
The Role of Bank Loans in Your Portfolio
Why the Market for Bank Loans Has Grown
Companies With Bank Loans Today
Why Bank Loans Are Less Volatile Than Junk Bonds
How Interest-Rate Cuts Could Affect Floating-Rate Investments
Could Riskier Credit Investments Default with an Economic Slowdown?
What’s Coming Up in the Markets?
Is Apple Intelligence Worth Upgrading Your iPhone?
How Important Are iPhone 16s Holiday Sales to Apple?
Why Apple Discontinued Developing Self-Driving Vehicles and Electric Cars
Could Nvidia Taking the Title as the World’s Most Valuable Company Affect Apple?
What to Look for in Apple Earnings
Apple Stock Outlook
Read about topics from this episode.
The Morningstar LSTA US Leveraged Loan Index Highlights a Growing Asset Class Popular With Credit Investors
A Way to Protect Your Portfolio Against Bond Price Drops
Can Bank Loan Funds Rise to the Top Again?
Apple iPhone 16 Event Inspires Confidence
Keep up with Morningstar’s coverage of company earnings.
What to watch from Morningstar.
Is Your Portfolio Built to Withstand a Market Rotation?
Inherited IRA Rules: What You Need to Know Before 2025
How to Find the Best Health Savings Account
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
Read what our team is writing:
William Kerwin, CFA
Katie Binns
Ivanna Hampton
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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 talks with financial planning expert Jeff Levine about the importance of tax planning in retirement.
Why Tax Planning is Key When Withdrawing from Your Retirement PortfolioWill Your Taxes Decrease in Retirement?
Key Tax Strategies for Retirees Before They Have to Take RMDs
Do Rules of Thumb for Retirement Spending Make Sense?
How to Lower Your RMD Tax Bills
How Qualified Charitable Distributions Can Help Lower Your Tax Bill
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 your retirement well.
Today's episode will focus on the tricky topic of tax planning during retirement. To tackle this topic, I reached out to Jeff Levine, who is Lead Financial Planning Nerd at Kitces.com, and also serves as Chief Planning Officer at Buckingham Wealth Partners. Jeff is exceptionally good at explaining complex tax matters, so I knew that he would do a great job of delving into this topic.
More from Jeff LevineBio
Kitces.com
Buckingham Wealth Partners
Jeff Levine on The Long View: Smart Tax Moves for 2023 and Beyond
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
The Big Retirement Myth
Can You Control Required Minimum Distributions?
8 Little-Known Facts About RMDs
An Investing Road Map for Retirees
Read about topics from this episode.
4 RMD Mistakes to Avoid
How Retirees Can Avoid the ‘Tax Torpedo’
Watch more from How to Retire.
How to Retire: Transition from Saving to Spending
How to Retire: Consider a Retirement Bucket Portfolio Strategy
How to Retire: Know What ‘Enough’ Means in Retirement
How to Retire: Understand the Role of Working Longer
How to Retire: Stay Flexible with Your Retirement Spending
Read what our team is writing:
Christine Benz
Follow Christine Benz on social media.
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Dan Lefkovitz, Morningstar Indexes strategist, discusses why it’s important to be ready for a range of outcomes during a market rotation. Nic Owens, equity analyst for Morningstar Research Services, talks about his outlook for Boeing stock ahead of earnings.
Trends from the Q3 Market Rotation Extending into Q4Key Moments Sparked Market Volatility
Will Value Stocks Make a Comeback?
Value and Small-Cap Stock Outlook
What’s Fueling Dividend Stocks Outperformance Against the Broader Market?
Bond Performance in Q3 and Early Q4
What Investors Need to Watch Out for in Q4
Will the Market Rotation Persist?
What’s Coming Up in the Markets?
Why Boeing’s New CEO Announced Massive Layoffs
How Boeing is Trying to Prevent a Credit Downgrade
What Boeing is Delaying and Eliminating to Move Forward
Where the Machinists’ Strike Stands at Boeing
What to Look for in Boeing’s Q3 Earnings
How Investors Should Approach Boeing Stock
Read about topics from this episode.
3 Lessons From Recent Stock Market Drama
Q3 in Review and Q4 2024 Market Outlook
What the Election Could Mean for Big Tech Stocks
How to Use Large-Cap Stocks in a Portfolio
Boeing: Machinists Union Strike Unavoidable and Unfortunate
What to watch from Morningstar.
Inherited IRA Rules: What You Need to Know Before 2025
How to Find the Best Health Savings Account
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
Is the Fed’s Plan to Avoid a Recession Working?
Read what our team is writing:
Dan Lefkovitz
Nicolas Owens
Ivanna Hampton
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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 Washington Post personal finance columnist and author Michelle Singletary. They talk about the difficult psychological transition from saving to spending in retirement.
Transitioning from Saving to Spending in RetirementHow to Plan for Retirement When Your Spouse Doesn’t Retire at the Same Time
Are Annuities Helpful for In-Retirement Cash Needs?
Delaying Social Security in Retirement
How Couples Can Approach Different Money Mindsets in 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.
One of my favorite personal finance journalists is author and Washington Post columnist, Michelle Singletary. Happy to say that I've gotten to know Michelle a bit through our regular conversations. In her work and presentations, she frequently discusses her thriftiness. So, I wanted to discuss with Michelle an issue that I've observed through talking to a lot of retirees, that if they've been good savers like Michelle, it's difficult to flip the switch into spending. I asked her to discuss that transition in her own household.
More from Michelle Singletary
Bio
The Color of Money
Spend Well, Live Rich
What To Do With Your Money When Crisis Hits: A Survival Guide, by Michelle Singletary
Michelle Singletary on The Long View: 'You Need Diversity'
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
3 Tricky Decisions for Every Retirement Plan
We Need to Talk About Your Retirement ‘Spending’
Social Security Planning Tips for Married Couples
How to Determine Your Expected Retirement Date
Read about topics from this episode.
The Psychology of Retirement Income: From Saving to Spending
How Retirees Can Avoid the ‘Tax Torpedo’
Watch more from How to Retire.
How to Retire: Consider a Retirement Bucket Portfolio Strategy
How to Retire: Know What ‘Enough’ Means in Retirement
How to Retire: Understand the Role of Working Longer
How to Retire: Stay Flexible with Your Retirement Spending
Read what our team is writing:
Christine Benz
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Secure Act Concerns
Rules for Traditional and Roth IRAs and Changes for Inherited IRAs
Will Beneficiaries Need to Withdraw RMDs Every Year?
Do People Who Inherit IRAs Still Need to Follow the 10-Year Rule?
Why Congress Wants Inherited IRA Heirs to Follow the 10-Year Rule
What Is Required of Non-Spouse Beneficiaries When Someone Passes After Starting RMDs?
What Happens if the Original Account Owner Dies Before Taking Required Minimum Distributions?
Can Non-Spouse Beneficiaries of Inherited IRAs Do a Rollover?
When Should People Born in 1959 Begin RMDs?
What You Should Do if You Skipped RMDs Between 2020 and 2024
Key Takeaway
Read about topics from this episode.
IRS Finalizes RMD Regulations: Key Takeaways and the 10-Year Rule for Beneficiaries
How to Avoid Unintended Distributions from Inherited IRAs and 401(k)s
4 RMD Mistakes to Avoid
IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs
Inherited IRAs: What to Know About Taxes, RMDs, and More
What to watch from Morningstar.
How to Find the Best Health Savings Account
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks
Is the Fed’s Plan to Avoid a Recession Working?
Don't Overlook These Crucial Parts of Your Retirement Plan
Denise Appleby, Morningstar contributor, explains the new inherited IRA rules including whether heirs need to take RMDs and follow the 10-year rule. Plus, what the next steps are if a beneficiary, who inherited an IRA since 2020, hasn’t taken RMDs yet.
Read what our team is writing:
Denise Appleby
Ivanna Hampton
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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 Downturns
Benefits of Limiting Cash in Retirement Portfolios
Why Investors Should Avoid Too Many Retirement Buckets
Why Prioritizing Goals is Most Important for Retirement Planning
The Most Underrated Aspect of Retirement Planning
Overrated Discussions in Retirement Planning
Harold 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 Evensky
Bio
Evensky & Katz / Foldes Wealth Management
Blog
Hello Harold: A Veteran Financial Advisor Shares Stories to Help Make You Be a Better Investor, by Harold Evensky
Harold Evensky on The Long View: 'It's an Unmitigated Disaster'
Read more from Christine Benz.
How to Retire: Tips for Entering Retirement
Do You Need More Than 3 Buckets?
The Bucket Investor’s Guide to Setting Retirement Asset Allocation
Why Retirees and Investors Approaching Retirement Should Reduce Risk Today
Take This Simple Step As You Approach Retirement
7 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 Retirement
How to Retire: Understand the Role of Working Longer
How 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_benz
LinkedIn: https://www.linkedin.com/in/christine-benz-b83b523
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