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As Retirement Nears, Don't Forget About Succession Planning

Investors must consider bringing someone onboard who understands their plan and can step in, if needed, says Morningstar's Christine Benz.

Jeremy Glaser: For Morningstar I'm Jeremy Glaser. Our director of personal finance, Christine Benz, thinks that portfolio succession planning is often overlooked when thinking about risks for retirement. She is going to talk to us about it today.

Christine, thanks for joining me.