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Christine Benz, December 2018 podcast guest

Post on: December 8, 2018 by Rick Ferri

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!

You can discuss this podcast on the Bogleheads forum at December “Bogleheads on Investing” podcast with guest Christine Benz now available.

About the author 

Rick Ferri

Investment adviser, analyst, author and industry consultant



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