This week on the podcast, we take a look at how financial planning for retirement may change as a result of the pandemic. I invited Christine Benz of Morningstar to join me for this discussion after she published a thought-provoking essay on this question on the Morningstar website.
Christine is Morningstar’s director of personal finance, and she is one of the country’s top researchers and writers on personal finance and planning. From her vantage point at Morningstar, she has access to a wealth of top-notch analysis, research and data on investing, saving and other aspects of planning.
Christine thinks the pandemic has produced a sudden – and significant – shift in how individuals think about spending and saving goals, the possibility of an unplanned early retirement, setting aside liquid emergency funds, paying for health care and dealing with the current low yield environment for fixed income investments.
Listen to the podcast by clicking the player icon at the top of the page. The podcast also can be found on Apple Podcasts, Spotify and Stitcher.
This week on the podcast, we take a look at how financial planning for retirement may change as a result of the pandemic. I invited Christine Benz of Morningstar to join me for this discussion after she published a thought-provoking essay on this question on the Morningstar website.
Christine is Morningstar’s director of personal finance, and she is one of the country’s top researchers and writers on personal finance and planning. From her vantage point at Morningstar, she has access to a wealth of top-notch analysis, research and data on investing, saving and other aspects of planning.
Christine thinks the pandemic has produced a sudden – and significant – shift in how individuals think about spending and saving goals, the possibility of an unplanned early retirement, setting aside liquid emergency funds, paying for health care and dealing with the current low yield environment for fixed income investments.