What philosophy guides your clients' retirement income planning? In today's episode of Carson Group and PIMCO's Retirement Income Series, Christine Benz, Morningstar's Director of Personal Finance, explains the key strategies in retirement income planning and how advisors can educate their clients about the different approaches.

A highly respected expert in the retirement income space, Christine is the author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. She traces her interest in the field to her father-in-law's income-centric approach to investing at the expense of a diversified portfolio.

You can find show notes and other information at CarsonGroup.com/Framework.

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This podcast may include discussions of investment strategies. These discussions are for illustrative purposes only and may not be appropriate for all investors. The discussions are not based on any particularized financial situation, or need, and are not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other strategy, product or service. Individuals should consult with their own financial advisors to determine the most appropriate allocations for their financial situation, including their investment objectives, time frame, risk tolerance, savings and other investments.

Pimco does not provide legal or tax advice. Further, this seminar is not intended to provide specific legal, tax, or other professional advice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Any tax statements contained herein are not intended or written to be used, and cannot be relied upon or used for the purpose of avoiding penalties imposed by the Internal Revenue Service or state and local tax authorities. Individuals should consult their own legal and tax counsel as to matters discussed herein and before entering into any estate planning, trust, investment, retirement, or insurance arrangement.

Christine Benz: Breaking Down Retirement Income Planning Strategies 44:09 Share

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Shownotes Transcript

Christine Benz: Breaking Down Retirement Income Planning Strategies