Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with wealth manager Harold Evensky, who inspired Christine’s work in retirement portfolio bucketing.

How the Bucket Approach to Retirement Planning Helps Investors

How the Bucket Approach Helped Keep Clients Steady During Market Downturns

Benefits of Limiting Cash in Retirement Portfolios

Why Investors Should Avoid Too Many Retirement Buckets

Why Prioritizing Goals is Most Important for Retirement Planning

The Most Underrated Aspect of Retirement Planning

Overrated Discussions in Retirement Planning

Harold Evensky’s Transition from Work to Retirement

Key Takeaways

Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.

Many of you know that I frequently talk about the bucket approach to retirement portfolio construction. I was inspired to work on bucketing after talking to Harold Evensky nearly two decades ago, and I knew that I wanted to chat with Harold for this podcast. He is the founder of Evensky & Katz/ Foldes Wealth Management and a retired professor of practice of the Texas Tech University Personal Financial Planning Department. Harold and I talked about how he hit on the bucket strategy and used it with his clients.