4. Identify Goals,  5. Investment Planning

Building Wealth 30 Minutes at a Time with Christine Benz

You know I am not a big fan of personal finance journalists, but I have high regards for the work of Christine Benz. Christine is Morningstar’s Director of personal finance and senior columnist for Morningstar.com. She gets it about the financial planning process and it’s role in building wealth for people. This interview is packed with valuable information to help you with your portfolio no matter how small or large.

Build Wealth

Christine wrote the book, 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances

Agenda:
• Learn how to break down the financial planning process into manageable steps
• Tips to develop a portfolio you can live with through the long term
• How to make the best choices in a bad retirement or 401k plan
• Special tools and resources revealed to help you stay on track with your financial goals.