How to Retire
20 lessons for a happy, successful, and wealthy retirement
By Christine Benz
Jacket text
What are the secrets to a healthy, happy, and wealthy retirement?
To answer that question, longtime Morningstar columnist and podcaster Christine Benz asked 20 retirement thought leaders to go deep on a single lesson that they believe contributes to success in retirement.
These lessons range from nitty gritty financial matters to quality-of-life considerations that help pre-retirees and retirees maximize their “time on earth” allocations.
On the financial side of the ledger, the book delves into knowing your retirement income style (Wade Pfau), understanding how your spending might change in retirement (David Blanchett), and organizing your portfolio to support in-retirement cash flows (William Bernstein).
Other interviews probe softer but no less important considerations, such as how to spend in order to optimize happiness (Ramit Sethi), the value of burnishing relationships later in life (Laura Carstensen), and living life so that you have no regrets in the end (Jordan Grumet). These lessons help soon-to-retire and already-retired individuals and their advisors tackle retirement with confidence, wisdom, and a specific plan for maximizing their financial and human capital.
About the author
Christine Benz is director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. She also co-hosts a podcast for Morningstar, The Long View. She has been widely quoted in the media, including The New York Times, The Wall Street Journal, Barron’s, CNBC, and PBS. Barron’s named her to its list of the 100 most influential women in finance in 2020 and 2021, and as one of the 10 most influential women in wealth management in 2021.
Benz is author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances; co-author of Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success; and author of that book’s second edition.
Media coverage
From IFA.com:
What are the secrets to a healthy, happy and wealthy retirement? How do you ensure you won’t run out of money and that you spend your time wisely? Our guest on this episode is Christine Benz, Director of Personal Finance and Retirement Planning for Morningstar. Christine is a longstanding advocate for investing in index funds… Read more »
From Kiplinger :
Christine Benz is director of personal finance and retirement planning for Morningstar and author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement (see a related podcast at Morningstar). Benz devotes a chapter each to advice from 20 specialists in all aspects of retirement, from social and healthy living to income,… Read more »
From A Wealth of Common Sense:
This is a book of interviews with some of the foremost experts on retirement planning. It runs the gamut of what I think will be one of the most important financial planning topics of the coming 2-3 decades.
From Seeking Alpha:
Christine Benz, Director of Personal Finance and Retirement Planning for Morningstar, just released How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement in September. It is a great book to read for those planning to retire as well as for many of us already in retirement. She is well known for the… Read more »
From BizTimes:
Can it compete with TikTok or YouTube shorts for brevity? No way. But this is a real book. It is not to be compared with the fact-free drivel that dominates cellphone and website use.
From Wall Street Journal:
In one chapter she helps evaluate the costs of long-term-care insurance. In another she looks at how flexibility is required throughout one’s retirement to accommodate changing interests and life events. Her advice can be pithy. “Invest in relationships and your health just as you would invest in stocks: Start early and make ongoing investments.”
From Sound Investing:
While Christine Benz is the Director of Personal Finance at Morningstar I thought it might be interesting to get her take on the non-financial plans we should consider. Her new book has become a best seller. How to Retire: 20 lessons for a happy, successful, and wealthy retirement.
From Motley Fool Money:
Christine Benz continues the discussion on how to prepare for a healthy, wealthy retirement.
From Afford Anything:
Benz’s insights come from her new book “How to Retire” and her work at Morningstar, where she creates free model portfolios and hosts The Long View podcast. Beyond the financial aspects, she emphasizes that successful retirement planning involves thinking about purpose, relationships, and how you want to spend your days — not just your money.
| Published: | 17/09/2024 |
|---|---|
| Pages: | 336 |
| Formats: | paperback - ISBN 9781804090695 ebook - ISBN 9781804090701 audio - ISBN 0000000000104 |
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