“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.
Connect with Christine Benz:
Morningstar website - Christine’s article archive: (here)
About: Christine Benz
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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About The GET READY! with Tony Steuer Podcast:
On the GET READY! Podcast, I’ll be catching up with financial literacy advocates to bring you innovative strategies to be financially prepared. Each month, we’ll discuss the Get Ready Financial Calendar action item to maintain your financial first aid kit. GET READY! With Tony Steuer will help you be informed and financially prepared today and in the future. I’ll also spotlight leading financial literacy advocates and how their content is improving financial education.
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