#Morningstar  #RisingInterestRates #RetirementPlanning How to get, and stay, on the right track to retirement. Moderated by Tom Lauricella, Editorial Director - Markets, Morningstar Featured Guests: Christine Benz, Director of Personal Finance, Morningstar Michael Batnick, Director of Research, Ritholtz Wealth Management Doug Boneparth, President, Bone Fide Wealth, LLC Lazetta Braxton, Co-CEO & Co-Founder of 2050 Wealth Partners Timestamps  0:00 Introduction 2:36 How does the 4% rule work? 5:47 What are the problems with the 4%? 7:07 What variables will be important to consider when setting your withdrawal rate? 11:21 How is the 60/40 portfolio performing today? 14:12 Is it an antiquated idea to only have a U.S. focused portfolio? 15:33 What additional asset classes should you add to your portfolio? 18:17 How can investors be assured that they will see their alternative assets in the future? 20:40 Is there a demand for alternative investments in retirement? 24:30 How do investors evaluate alternative investments? 31:02 Annuities are coming back into play in 2022 34:46 What are some levers for investors in a high inflation environment? 38:51 Is income from interest and dividends to be incremental to the 4% rule? 39:30 How is an SPIA for retirees to cover fixed expenses? 41:26 How do you leave a legacy for your children? What to watch from Morningstar. Investor Connection Summit with Investopedia: How To Reset Your Portfolio For Success https://youtu.be/CzP5yPUbrgk Investor Connection Summit with Investopedia: What the Midterms Could Mean for Investors https://youtu.be/VvxbEm-_vTY When's the Best Time for a Roth IRA Conversion? https://youtu.be/uzFvCYuaJMI How to Build a Recession-Proof Portfolio https://youtu.be/AMV65Oy3vW4 The Impact of Inflation on Stocks and Bonds https://youtu.be/pxWVC-Ux0H8 Read what our team is writing. Will the 60/40 Portfolio Start to Work Again? https://www.morningstar.com/articles/1117490 Your Guide to Annuities https://www.morningstar.com/articles/1060040 I Bonds Forever? https://www.morningstar.com/articles/1108848 Christine Benz https://www.morningstar.com/authors/30/christine-benz A Down-Market Survival Guide for Pre-Retirees https://www.morningstar.com/articles/943867 What Belongs on Your Preretirement Radar? https://www.morningstar.com/articles/1115481 Get a Tax-Smart Plan for In-Retirement Withdrawals https://www.morningstar.com/articles/844815 Tom Lauricella https://www.morningstar.com/authors/1953/tom-lauricella For Income Investors, Bond Yields Are Looking Attractive https://www.morningstar.com/articles/1114230 Where a Top Dividend-Fund Manager is Finding Quality Stocks https://www.morningstar.com/articles/1109049 How a Top T. Rowe Price Manager Is Positioned for a Continued Bear Market https://www.morningstar.com/articles/1104766 Follow us on social. Christine Benz on Twitter @Christine_Benz Tom Lauricella on Twitter: @ LauricellaTom Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/