Unlock the secrets of savvy investing and retirement planning with Morningstar's Christine Benz, a distinguished figure with over three decades of financial acumen. Our conversation peels back the layers of Morningstar's analytical evolution, revealing the shift from a retrospective star rating to a predictive medallist rating system. Christine's insights into the pitfalls of chasing high-performing funds and the necessity of a shrewd rebalancing strategy are like a beacon for investors navigating the turbulent seas of fund performance and mean reversion.

Embark on a venture through the complexities of retirement decumulation and the crucial role of asset allocation with us. The discussion traverses the landscape of ever-changing market conditions, the uncertainty of longevity, and the specter of inflation, shining a light on the need for a well-fortified withdrawal strategy. Christine and I dissect the nuances of tax planning, the strategic timing of Roth conversions, and the potential of annuities to fortify retirement strategies, reinforcing the value of expert tax advice—a compass guiding you through the financial wilderness of your golden years.

Wrap up your financial education with a deep dive into the psychology behind retirement portfolios and personal finance decisions. We tackle the contentious debate of paying down mortgages versus investing and the implications of managing multiple retirement accounts. The conversation also ventures into the realm of passive investment strategies, their effect on market behavior, and the importance of broadening your horizons with international diversification. Christine and I unravel the misconception of diversity in ETFs, stressing the significance of investor cognizance in recognizing the real composition of their investment exposure. Join us as we chart the terrains of finance and retirement, ensuring you're equipped with the knowledge to craft your own path to security.

Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.

The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisd

Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V

Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.

Foodies unite…with HowUdish!

It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!

Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!

HowUdish makes it simple to connect through food anywhere in the world.

So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show

Episode 63 - Virchow’s Revenge | Introduction to Venous Thromboembolism

Bloody Minded

How to categorize VTE risk factors practically

The AI-powered Podcast Player