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A Bucket Approach to Retirement


I had the privilege of participating in a panel discussion entitled Practical Solutions for a Challenging Retirement Landscape at the recent Morningstar Investment Conference.  The panel was moderated by Morningstar’s Christine Benz, one of my favorite personal finance journalists.  After our session Christine and I discussed the bucket approach to retirement, a topic about which Christine has written extensively.

Here is a video of this conversation which as I write this appears on the Morningstar site.


Here is a link to the interview as well.

My thanks to Christine and to Morningstar for the opportunity to be a part of their excellent conference, this is always an outstanding event.

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