Christine Benz, December 2018 podcast guest

Christine Benz

Christine Benz, CFP®, Morningstar’s Director of Personal Finance, is our guest on the December 2018 Bogleheads on Investing podcast.

This information packed podcast with covers a lot of important material. We discuss how 2018 tax reform impacts year-end tax planning, the double-whammy of taxes on mutual fund capital gain distributions in a year when funds lost money, tax loss harvesting and tax gain selling, using a bucket approach “overlay” to better understand how all the pieces of a portfolio work together, caring for elderly parents, advisers and fees, and much more!


Investment adviser, analyst, author and industry consultant

Tagged with:
Posted in Bogleheads on Investing
Subscribe to Blog via Email

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 280 other subscribers

%d bloggers like this: