“Simplify and reduce the number of moving parts in your plan. Your investment portfolio doesn’t have to be complicated to be successful. That very few constituent holdings can get you to your goal.” - Christine Benz

In this episode of Get Ready, I spoke with Christine Benz, the Director of Financial Planning for Morningstar about being an investment minimalist and how it can improve your financial life.

We also discussed how life stage impacts how people should think about their investments along with the financial complexity complex.

🎥 Watch this episode below: 

🎧 Listen to the podcast below or on your favorite podcast app.

Connect with Christine Benz:

Morningstar website - Christine’s article archive: (here)

LinkedIn: (here)

Twitter: Christine Benz (here)

Books

Morningstar Guide to Mutual Funds: Five-Star Strategies for Success (check it out on Amazon)

Morningstar's 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (check it out on Amazon)

Bio:

Christine Benz is Director of Financial Planning for Morningstar. In that role, Christine focuses on retirement and portfolio planning for individual investors. Christine is the co-host of Morningstar’s Long View podcast. She is  the author of 30-minute  Money Solutions: A Step-by-Step Guide to Managing Your Finances and  co-author of Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success.  In 2020, Barron’s named her to its inaugural list of the 100 most influential women in finance. Crain’s Chicago Business named her a Notable Woman in Finance in 2019.

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