Best Christine Benz Podcasts (2024)

1
How to Retire with Christine Benz 1:01:12

2h ago1:01:12

1:01:12

Summary In this episode, I'm thrilled to welcome back to the show Christine Benz as we delve into her best selling book How to Retire: 20 Lessons For a Happy, Succesful, And Wealthy Retirement. When Christine was a guest on the podcast in ep 36 back in March of this year, her book had not yet been released but we did get a sneak peek into what she …

1
Expert Tips for a Secure Retirement with Christine Benz 44:58

6d ago44:58

44:58

Ready to unlock the secrets to a fulfilling retirement? It’s the most talked-about retirement book in decades! Join the Friends Talk Money team as they chat with retirement expert and best-selling author, Christine Benz! Christine shares some insights on what truly makes retirees happy, how to navigate healthcare choices and the impact of social se…

1
Tom Idzorek and Paul Kaplan: How to Make Lifetime Financial Advice Work for Clients 50:15

13h ago50:15

50:15

Our guests this week are Tom Idzorek and Paul Kaplan. This is Tom’s second appearance as a guest and Paul’s first. Tom is chief investment officer of retirement for Morningstar Investment Management. He also serves as a member of Morningstar’s 401(k) Committee, Public Policy Council, Global Investment Committee, US Investment Policy Committee, and …

1
Episode 76, Meir Statman discusses his book, A Wealth of Well Being, host Rick Ferri

4d ago

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Professor Meir Statman talks about his new book and how a portfolio of well-being in life is like a diversified portfolio of stocks.By Rick Ferri, CFA

1
Episode 76: Meir Statman talks about his new book, A Wealth of Well-Being, host Rick Ferri 58:47

2h ago58:47

58:47

Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara. His research focuses on behavioral finance as he attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. Professor Statman’s research has been published in numerous academic and professional journals a…

1
Episode 402: Redefining Happiness through Intentional and Sustainable Spending with Kara Perez 50:50

1h ago50:50

50:50

This week on the Journey to Launch Podcast, I’m joined by Kara Perez, founder of Bravely Go and author of Green Money. Kara shares her inspiring journey from paying off $65,000 in student loans to creating a financial education company. She emphasizes the impact of values-based budgeting and reducing waste as key strategies for building wealth. Kar…

1
Ed Slott: Tax Planning for 2025 and Beyond 58:59

6d ago58:59

58:59

Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Today on the podcast, we welcome back retirement and tax expert Ed Slott. Ed is the president and founder of Ed Slott & Company, which provides retirement and tax-planning education to investment advisors and financial institu…

1
Charitable Giving 101: Year End Tax Tip & Maximize Your Impact 31:53

10h ago31:53

31:53

It’s that time of year again! The Friends Talk Money team dives into charitable giving. There are many benefits to contributing to your favorite charity. The conversation is about the tax and personal benefits of giving. But how do you choose the right charities, align donations with your values, and maximize tax savings? Terry, Rich, and Pam share…

1
The Soul of Wealth with Dr Daniel Crosby 57:22

3h ago57:22

57:22

Summary In this episode, Dr Daniel Crosby returns to discuss his new book The Soul of Wealth and the concept of soulful wealth, particularly in the context of retirement. He emphasises that money should serve individuals rather than control them, and highlights the importance of relationships and personal growth in achieving happiness. Our conversa…

1
Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024 15:38

11d ago15:38

15:38

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…

1
Episode 401: A Candid Convo on Finding the Balance Between Enjoyment and Financial Discipline with my Sister, Imani Manning 50:03

3h ago50:03

50:03

This week on the podcast, I’m having a real talk with my sister, Imani, about her financial habits and goals. Imani started a Roth IRA back in 2020 and has seen it grow nicely, but she’s had trouble staying consistent with contributions—mainly because of concerns about accessibility and wanting to enjoy her money now (can you relate?) We dive into …

1
Mark Berg: How to Help Kids Financially Without Ruining Them 51:52

13d ago51:52

51:52

Today on the podcast, we welcome back Mark Berg. Mark is the founder of and lead advisor at Timothy Financial Counsel, which is an hourly financial planning firm that he started in 2000. Prior to launching Timothy Financial, Mark served as a client manager at a fee-only financial planning firm, and he has provided fee-only financial guidance since …

1
What You’re Getting Wrong About Dividend Investing 22:49

18d ago22:49

22:49

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 Investing The Pitfall of Dividend Fallacy Warning Signal for Dividend Traps Should In…

1
How Our Nervous Systems Impacts Our Retirement with Sheridan Ruth 55:32

5h ago55:32

55:32

Summary In this episode of the Humans vs Retirement podcast, Sheridan shares her inspirational journey through trauma and healing, emphasising the importance of understanding the nervous system's role in our experiences. Our conversation explores the challenges of modern retirement, likening it to a form of grief, and highlights the need for intent…

1
“The Intelligent Investor” Editor Jason Zweig Shares the Classic’s Timeless & Still Timely Wisdom 25:49

4d ago25:49

25:49

On the publication of its 75th anniversary edition, The Intelligent Investor Editor Jason Zweig shares the timeless & still timely wisdom of what Warren Buffett calls “the best book on investing ever written.” WEALTHTRACK episode #2120, broadcast on 11/15/2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support…

151
Episode 400: Building Wealth Through Healing, Self Love and Breaking Cycles with Judy McCutcheon 55:10

6d ago55:10

55:10

In this episode of the Journey to Launch Podcast, I speak with Judy McCutcheon, a Caribbean human resources expert, who shares her inspiring life story. Judy grew up in Tobago with humble beginnings, raised by a single mother facing financial challenges. Despite a childhood marked by scarcity, she became the first in her family to attend university…

1
Jim Murphy and Charlie Hill: ‘The Value Proposition for Municipal Bonds Has Rarely Been Stronger’ 53:30

20d ago53:30

53:30

Our guests this week are Jim Murphy and Charlie Hill of T. Rowe Price’s Municipal Bond Investment Team. Jim leads the team and is portfolio manager for several high-yield muni strategies. Charlie, who has been at T. Rowe since 1991, manages several short and intermediate term municipal-bond funds. Morningstar’s manager research team rates T. Rowe P…

1
Beyond Your Career with Victoria Barker 56:38

7d ago56:38

56:38

Summary In this episode of the Humans vs Retirement podcast, I get to have a great conversation with Victoria Barker, co-founder of Beyond Your Career. Beyond Your Career is a programme led by a skilled team of expert coaches, psychologists and neuropsychologists to help ensure a smooth psychological transition from a demanding career, which includ…

1
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money 15:58

24d ago15:58

15:58

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…

1
Decades of dynamic market investing with veteran portfolio manager & strategist Bob Doll. 25:53

7d ago25:53

25:53

Part 2 of 2 Veteran portfolio manager and strategist Bob Doll reflects on what’s changed and what still works in the rapidly changing markets of his forty-plus-year career. WEALTHTRACK #2119 broadcast on November 08, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support…

1
Episode 399: Overcoming Obstacles as an Undocumented Immigrant and Reaching $1 Million Invested by 48 w/ Tanya Taylor 57:34

9d ago57:34

57:34

By Journey to Launch

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Charlie Dreifus: ‘You Have to Dig Deeper to Find Inefficiencies. But They’re There’ 55:16

27d ago55:16

55:16

Our guest this week is Charlie Dreifus. Charlie is portfolio manager of the Royce Special Equity Funds, highly regarded by Morningstar’s Manager Research team. Charlie was named Fund Manager of the Year by Morningstar in 2008 for his work on the Small-Cap Value US Equity Strategy, which he began running in 1998 after portfolio management stints at …

1
A Better Way to Use Leverage in Your ETF Portfolio 26:16

1M ago26:16

26:16

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 center…

1
Investing in a “High Risk, Momentum-Driven Bull Market” With Veteran Strategist Bob Doll 25:49

14d ago25:49

25:49

Part 1 of 2Veteran strategist and fund manager Bob Doll on investing in what he calls a “high-risk, momentum-driven bull market.”WEALTHTRACK #2118 broadcast on November 01, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

1
How to Retire: Understand and Plan for Long-Term Care 23:36

1M ago23:36

23:36

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 fr…

1
Episode 398- My Financial Freedom Story and The Steps You Need to Take To Reach Your Dream Life 51:17

15d ago51:17

51:17

This week on the Journey to Launch Podcast, I’m reflecting on my own financial freedom journey so far and defining key concepts around financial independence. Not too long ago my growing family and demanding commute to my corporate job fueled my desire for a more flexible, fulfilling life. My husband and I saved and invested $169,000 in two years, …

1
Anne Tergesen: What Retirement Looks Like Today 55:56

1M ago55:56

55:56

Our guest on the podcast today is Anne Tergesen. Anne is a reporter covering retirement for The Wall Street Journal. Her stories often explore how retirement and preparing for retirement are changing today. She writes frequently on topics related to 401(k) plans and retirement savings, spending, and legislation. She also writes about employee benef…

1
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales? 16:31

1M ago16:31

16:31

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 Th…

1
How to Retire: Prioritize Tax Planning in Retirement 23:58

1M ago23:58

23:58

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.…

1
Episode 397: How to Spend, Save & Find Joy Before and After Retirement w/ Christine Benz 46:49

26d ago46:49

46:49

This week on the Journey to Launch podcast, I am speaking to Christine Benz, Director of Personal Finance at Morningstar. Christine shares her insights on how to retire and addresses certain issues that come up during retirement such as safe spending rates and the under-spending problem. She advises early retirees to be flexible with withdrawals, h…

1
Phil Moeller: A Road Map for Navigating Medicare 54:59

1M ago54:59

54:59

Our guest on the podcast today is Phil Moeller. He’s the primary author of the Get What’s Yours series of consumer guidebooks, including a newly revised edition of Get What’s Yours for Medicare: Maximize Your Coverage, Minimize Your Costs. In addition, the series includes Get What’s Yours: The Revised Secrets to Maxing Out Your Social Security and …

1
How to Build a Legacy to Die For with Dr Kimberly Harms 55:27

1M ago55:27

55:27

About Kimberly Dr. Harms helps people understand the importance of showing their love for their families by setting them up for success through comprehensive legacy planning. Dr. Harms has witnessed death up close many times throughout her life. She suffered the loss of her mother and her son to suicide and, eventually, her husband from a broken he…

1
Episode 75, Bogleheads on Investing, Jason Zweig talks about his life, career, books, and Benjiman Graham, host Rick Ferri

2M ago

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Jason is a well-known personal finance journalist, author, and a long-time friend of the Bogleheads.By Rick Ferri, CFA

1
Episode 75: Jason Zweig talks about his life, career, books, and Benjamin Graham, host Rick Ferri 58:34

2M ago58:34

58:34

Jason Zweig is a well-known personal finance journalist, author, and a long-time friend of the Bogleheads. Jason became a columnist for The Wall Street Journal in 2008, and before that, he was a senior writer for Money magazine and a guest columnist for Time magazine and Cnn.com. From 1987 to 1995, Jason was the mutual funds editor at Forbes. Earli…

1
Is Your Portfolio Built to Withstand a Market Rotation? 20:16

2M ago20:16

20:16

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 Q4 Key Moments Sparked Market Volatility …

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