Risk Management Techniques: Safeguarding Your Investments

Part 1 of 2 Retirement planning is challenging, and the biggest fear is not having enough money during retirement. The year 2022 made things worse as even a well-diversified portfolio did not spare anyone from pain. Bonds, which are supposed to offset the risk in stocks, experienced their worst year in history, leading to a 60/40 benchmark mix of 60% stocks and 40% bonds down by 16%. Personal finance expert Christine Benz has a way to build better and more resilient retirement portfolios that are less vulnerable to short-term market behavior. She will describe her bucket investing approach to building a retirement portfolio in a two-part series. #retirementplanning #FinancialPlanning #InvestmentStrategies #PortfolioDiversification #RiskManagement WEALTHTRACK Episode 1940 broadcast on March 31, 2023 00:00 Hello 00:41 Introduction 02:35 Interview with Christine Benz 21:50 One Investment 24:33 Action Point More Info: https://wealthtrack.com/build-a-bette... Bookshelf: Morningstar's 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances: https://amzn.to/3G5rVcN Morningstar Guide to Mutual Funds: Five-Star Strategies for Success: https://amzn.to/3zqb2pv