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On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of personal finance, Christine Benz on dangerous assumptions made in retirement. During this episode, Christine breaks down four areas retirees often make dangerous assumptions, hurting them in the long term. In particular, Christine talks about what types of risk to assume in the stock and bond market.
If you are wondering what kinds of risks are in your current portfolio, or where there may be an unforeseen risk you aren’t aware of, consider contacting us for a complimentary call or coffee. If it makes sense, we may perform a complimentary portfolio review for you so you can get an idea of the types and current risk level in your portfolio.
We’ll be interviewing Christine on several podcasts regarding retirement strategies, passive investing, and diversification, so be sure to subscribe to our Intelligent Money Minute podcasts.
Christine Benz Bio
Christine Benz is Morningstar’s director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. She holds a bachelor’s degree in political science and Russian/East European studies from the University of Illinois. Christine lives in the Chicago suburbs with her husband, Greg. She is an avid cook, a political junkie, and a long-suffering Chicago Cubs fan. Follow Christine on Twitter.