How to Retire: Tips for Entering Retirement
Morningstar’s Christine Benz explores the keys to a healthy, happy, and wealthy retirement in her book and podcast series.
In How to Retire: 20 Lessons For a Happy, Successful, and Wealthy Retirement, Morningstar’s Christine Benz interviews 20 top experts about how to manage various aspects of retirement. Benz, who is Morningstar’s director of personal finance and retirement planning, takes a holistic approach to retirement in her new book. She covers financial topics like how your spending will change and Social Security planning, along with softer considerations like the value of nurturing relationships later in life.
Read Excerpts from How to Retire
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Bonus Lessons: Check Out the How to Retire Podcast
Benz also launched a companion podcast to the How to Retire book. She talked with additional financial experts about key retirement decisions. The podcast features these conversations and gives listeners actionable retirement lessons that complement those in the book.
How to Retire: Understand the Role of Working Longer
Find episodes of the How to Retire podcast in the Investing Insights feed. Listen to the last episode:
Here’s a rundown of the guests and the topics they discussed:
- Episode 1. Kerry Hannon: Understand the Role of Working Longer
- Episode 2. Derek Tharp: Stay Flexible With Your Retirement Spending
- Episode 3. Manisha Thakor: Know What ‘Enough’ Means for You in Retirement
- Episode 4. Harold Evensky: Consider a Retirement Bucket Portfolio Strategy
- Episode 5. Michelle Singletary: Transition From Saving to Spending
- Episode 6. Jeff Levine: Tax Planning in Retirement
- Episode 7. Howard Gleckman: Understand and Plan for Long-Term Care
More from Christine Benz on How to Retire
The author or authors do not own shares in any securities mentioned in this article. Find out about Morningstar’s editorial policies.
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