We speak with Christine Benz, Morningstar's personal finance guru, about the significant impact of higher yields on retirement planning. Benz discusses the potential benefits of adding a basic fixed immediate annuity to retirement plans, the importance of asset location for higher-yielding assets, and the advantages of investing in defined maturity bond funds. She also shares insights on the iShares I bond Term TIPS ETFs and the implications of higher interest rates on portfolio returns. Don't miss this informative discussion on optimizing your retirement strategy.
WEALTHTRACK Episode 2023 originally broadcast on Feburary 02, 2024
More Info: https://wealthtrack.com/the-huge-impact-of-higher-yields-on-retirement-planning-with-personal-finance-guru-christine-benz/
Get: Safe Retirement Withdrawal Strategies: https://www.morningstar.com/lp/the-state-of-retirement-income



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Tax-Efficient Investing: Optimizing Asset Location with Higher-Yielding Assets

Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its eighteenth season, CONSUELO MACK WEALTHTRACK has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WEALTHTRACK is the only program on television devoted to long-term diversified investing in all of the investments people care about. Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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Part 2 of 2: Strong demand and limited supply have created long-term opportunities in residential real estate. Top ranked Baron Real Estate Fund manager, Jeff Kolitch shares his highest conviction investments. 

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Residential Real Estate Opportunities

Top ranked real estate fund manager, Jeffrey Kolitch discusses the compelling opportunities he is finding in the much maligned commercial real estate industry. 

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Commercial Real Estate Opportunities

Influential economist and strategist Ed Yardeni tackles why AI isn’t intelligent, economists have been so wrong and the bull market could continue. 
WEALTHTRACK episode 2040 broadcast on March 30, 2024.



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Influential Strategist Ed Yardeni Critiques Artificial Intelligence, Economists & The Bull Market

Causeway Capital’s Sarah Ketterer describes a range of global companies with outstanding values.
WEALTHTRACK #2039 broadcast on March, 22, 2024March

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Exciting investment opportunities with award-winning global value investor Sarah Ketterer

Leading bond analyst Martin Fridson explains his tested strategy for identifying top-performing stocks for the year ahead.
WEALTHTRACK #2038 broadcast on March 15, 2024

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Tax-Efficient Investing: Optimizing Asset Location with Higher-Yielding Assets

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