Human-centric Investing Podcast
How a Bucketing Approach May Lessen Client Anxiety
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:28:38
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Sinopse
Bucketing retirement portfolios is a great tool for financial professionals. Morningstar’s Director of Personal Finance and Retirement Planning, Christine Benz, shares how this healthy form of “mental accounting” can help clients better envision their financial future.
