Episode 004: Bogleheads on Investing – guest Christine Benz, host Rick Ferri

Christina Benz

Christine Benz- Morningstar

This information packed podcast with guest Christine Benz, CFP®, Morningstar’s Director of Personal Finance 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!

The podcast is available at Episode 004: Bogleheads on Investing with Christine Benz. This podcast is also available on iTunes, Stitcher, and Google Play Music (login required).

The transcript is available at Bogleheads on Investing – Episode 004 transcript.

Feel free to join the discussion of episode 004 on the Bogleheads® forum.


Barry Barnitz, administrator of both the Bogleheads® wiki and of Financial Page, a Bogleheads® blog. In addition I serve as an administrator of finiki, the Canadian financial wiki, as an administrator of la Wiki Bogleheads® España, and as an administrator of the John C. Bogle Center for Financial Literacy site.

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