April 6, 2023 RETIREMENT BLIND SPOTS
Dear WEALTHTRACK Subscriber,
There are few tasks more fraught with financial challenges and anxiety than planning for retirement and replacing a work paycheck with one from savings, ostensibly to last a lifetime. It’s especially daunting against the backdrop of 2022’s broad-based market declines and the new era of higher inflation, rising interest rates and the threat of recession. This week’s guest describes herself as being passionate about simplifying retirement portfolio planning. Amen to that! She is Christine Benz, Morningstar’s widely followed and admired Director of Personal Finance and Retirement Planning. She is here for the second of our two-part series on Building a Better Retirement. If you missed the first installment you can see it on WEALTHTRACK.com. This week Benz is discussing retirement blind spots. She has identified six of them and she is going to help us fix them! The retirement blind spots are: retirement date risk, sequence-of-return risk, low-yield risk, inflation risk, health care / long-term care risk and longevity risk. She checked all of my boxes! In this week’s show Benz will explain how to mitigate those risks and tell us what steps to take to solve them. And in our exclusive EXTRA feature, we’ll learn which financial blind spots are especially meaningful to her and how she is handling them. If you miss the show on public television, you can watch it on our website over the weekend, along with our past programs and our guests’ One Investment recommendations. You can also find the WEALTHTRACK podcast on Stitcher and SoundCloud as well as iTunes and Spotify. As so many of us celebrate Passover and Easter, have a meaningful weekend and make the week ahead a healthy, profitable and productive one! Best regards, Consuelo | 
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