Sunday, April 28, 2019

Seven Keys to Successful Retirement Plans - Christine Benz

Here is the link of 46 minutes MoneyShow talk presented by my favorite personal finance director of Morningstar Christine Benz.

I also put all slides in github folder of JuliaPersonalFinance repository. Here is the link.


13:40/ 46:26



Savings and bonds will not support us enough since longevity.

18:30/ 46:26

20:32/ 46:26



21:00
Dividend stocks may cut the dividends, like 2008 recession.



Key 3: Inflation protection



Equity fund to beat the inflation in the long run. But it should be long term over 10 years investment.

Inflation -> rent goes up -> REITs is a good candidate for long term investment to beat inflation.





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