John Rekenthaler
He is retiring from Morningstar after 36 years. He was one of Morningstar’s early hires and rose to become the company’s vice president of research. He is best known as the author of “The Rekenthaler Report.”
Best podcasts with John Rekenthaler
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20 snips
Jan 28, 2025 • 48min
John Rekenthaler: ‘The House Is With You When You’re Investing’
John Rekenthaler, retiring after 36 years at Morningstar, reflects on his influential career as a mutual fund analyst and vice president of research. He shares insights on the evolution of fund management, from high-cost load funds to the rise of low-cost index options. Rekenthaler discusses the importance of adaptability in both retirement and investing, and he examines safe withdrawal rates, including the implications of the 4% rule. The conversation explores the shifting relationship between analysts and portfolio managers in the financial sector.
Dec 21, 2021 • 53min
Christine Benz and John Rekenthaler: How Much Can You Safely Spend in Retirement?
John Rekenthaler, an expert at Morningstar Research Services, joins Christine Benz to dive into retirement withdrawal strategies. They discuss a pivotal study that suggests retirees may need to adjust their withdrawal rates lower than in the past due to current market conditions. The duo explores various strategies for sustainable spending during retirement, the risks of relying only on bonds, and the importance of adapting to shifting capital markets. Their insights equip listeners with strategies to enhance financial stability and quality of life in retirement.
