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Don't Overlook These Crucial Parts of Your Retirement Plan

Plus, how to identify geopolitical risks in your portfolio. Dan Lefkovitz, Morningstar Indexes strategist, explains how following the money can reveal how exposed your portfolio is to geopolitical risks. Christine Benz, Morningstar Inc director of personal finance, is the author of the new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Benz joins Investing Insights to discuss her new book and how to avoid easy-to-miss pitfalls of retirement planning. 00:42 Is Globalization Waning? 01:48 Why the U.S., China, and Japan Are Turning to Global Income 02:48 Big Tech’s Influence on Global Revenue 03:30 How Nvidia Is Pushing the U.S. Stock Market to Be More Global 04:32 Can Elections Influence the Revenue Picture for the U.S. Equity Market? 06:45 Correlations Between Asset Classes in the U.S. and Globally 7:47 Why Market Correlations Between Emerging Markets and Developed Markets Have Not Risen 08:38 How Revenue and Correlation Data Informs Portfolio Diversification 09:46 Key Takeaway 10:52 Preview of The Week Ahead 12:05 The Goal of Christine Benz’s New Book ‘How to Retire’ 13:51 How Spending Fluctuates Throughout Retirement 15:54 Why Retirees Underrate the Value of Safer Investments and Inflation Protection 18:18 The Role of Non-Portfolio Income When Structuring Retirement Portfolios 20:20 Housing in Retirement 21:55 Why Relationships are Important as We Age Towards Retirement Read about topics from this episode. When Gauging the Impact of Geopolitical Risk on Equity Markets, Consider Their Revenue Sources https://indexes.morningstar.com/insig... Ian Bremmer: 4 Big Geopolitical Risks to Watch https://www.morningstar.com/markets/i... How Did Diversified Portfolios Hold Up in 2023? https://www.morningstar.com/lp/divers... Christine Benz: 5 Things I Learned About Retirement Planning From My New Book https://www.morningstar.com/retiremen... 5 Critical Financial Steps to Take Before You Retire https://www.morningstar.com/retiremen... Open Social Security: A free, open-source Social Security strategy calculator https://opensocialsecurity.com/ What to watch from Morningstar. Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks    • Boating Season Is Over, but Don't Ove...   5 Ways to Improve America’s Retirement Savings    • 5 Ways to Improve America’s Retiremen...   Mutual Funds Turn 100. Can Investors Still Count on Them?    • Mutual Funds Turn 100. Can Investors ...   Too Many Investment Accounts? Here’s How to Reduce the Clutter    • Too Many Investment Accounts? Here’s ...   Read what our team is writing: Ivanna Hampton https://www.morningstar.com/people/iv... Dan Lefkovitz https://www.morningstar.com/people/da... Christine Benz https://www.morningstar.com/people/ch... Follow us on social media. Facebook:   / morningstarinc   X: https://x.com/MorningstarInc Instagram:   / morningstar.  . LinkedIn:   / 5161