Retiring Soon? Make Sure to Check Your Asset Allocation

In this special episode, Christine Benz, the director of personal finance at Morningstar, talks about portfolio makeovers and how to spot common pitfalls. This episode includes an excerpt from Christine’s webcast—“5 Portfolio Pitfalls and How to Fix Them.”   0:06 Introduction  00:51 - What did you think was important to address as we watch the markets tumble? 01:54 - How does your webcast help investors identify the next steps? 03:30 - How does age play a role in reworking a portfolio?  04:32 - What should people know before they adjust their portfolios in an effort to reduce the drag of taxes?  05:31 - Pre-Retirees: Is Your Asset Allocation Too Aggressive?   Read about topics from this episode.   Check out Christine's Presentation Is It Too Late to Inflation-Proof Your Portfolio? 5 Portfolio Pitfalls and How to Fix Them How a New Retiree Can Confront Market Turbulence Positioning a Portfolio in Early Retirement   What to watch from Morningstar. Cheap Stocks For You to Consider What to Buy or Skip: I Bonds, Apple, Amazon, or Meta Where to Park Your Cash and Find Recession-Resistant Stocks Markets are Undervalued, and We Highlight Some Cheap Stocks!   Read what our team is writing: Chritine Benz   Follow us on social media. Ivanna Hampton on Twitter: @IvannaHampton Christine Benz on Twitter: @Christine_Benz Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar...  LinkedIn: https://www.linkedin.com/company/5161/