Your Retirement Countdown, With Christine Benz
Whether retirement is 25 years away or less than a year out, Morningstar’s Christine Benz shares the essential planning priorities for every stage of your retirement countdown.
Your retirement countdown begins years before your last day of work. As your retirement date gets closer, the planning priorities change. Whether your retirement is 25 years away or just around the corner, knowing what to focus on now can help you make smarter decisions and feel more confident about what’s ahead.
In the video miniseries Your Retirement Countdown, Morningstar’s Christine Benz breaks the retirement planning journey into four key stages: 25 years away, 10 years away, three to five years away, and one year away or less. In each episode, she shares the priorities that can have the biggest impact at that stage, from maximizing your income while working to estimating your in-retirement spending.
What’s on Your Retirement Countdown Checklist?
Retirement planning can feel overwhelming, but it doesn’t have to be. Each video features a simple five-step checklist to help you focus on what matters most right now. No matter where you are on your retirement countdown, you’ll walk away with clear, actionable steps to strengthen your plan and achieve the retirement you envision.
5 Things to Do Now to Retire in 25 Years
5 Things to Do Now to Retire in 10 Years
5 Things to Do Now to Retire in 3 to 5 Years
5 Things to Do Now to Retire in One Year or Less
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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