Jeff Ptak: And I m Jeff Ptak, global director of manager research for Morningstar Research Services. Benz: On this week’s episode we’ll feature some of our favorite clips from interviews we’ve done with financial planners, advisors, and retirement researchers over the past year.
In next week s episode, we ll include some of our favorite excerpts from our interviews with portfolio managers. The pandemic was dominant in 2020, and we asked almost all of our guests to share their perspective on how it has affected how they approach their work and the guidance they provide to others.
Top of mind for Washington Post columnist Michelle Singletary was the importance of people at all income levels holding liquid reserves to tide them through economic shocks.
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