About this episode
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 Investors How 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.