About this episode
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 What to watch from Morningstar. 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 Read what our team is writing: Ivanna Hampton Dan Lefkovitz Christine Benz Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.