How to Retire

0
17

20 lessons for a happy, successful, and wealthy retirement

By Christine Benz


What are the secrets to a healthy, happy, and wealthy retirement?

To answer this, Christine Benz, longtime Morningstar columnist and podcaster, asked 20 retirement thought leaders for insights.

Each expert shared a key lesson they believe contributes to success in retirement. These lessons cover financial matters and quality-of-life considerations, helping pre-retirees and retirees maximise their “time on earth” allocations.

How to retire: know your retirement income style

On the financial side, the book explores several crucial areas. Wade Pfau discusses knowing your retirement income style. David Blanchett explains how retirement spending might change. William Bernstein focuses on organising portfolios to support in-retirement cash flows.

Other interviews address softer, yet equally important topics. Ramit Sethi shares tips on spending to optimise happiness. Laura Carstensen highlights the importance of relationships later in life. Jordan Grumet emphasizes living without regrets in the end.

These lessons equip soon-to-retire and retired individuals, along with their advisors, to approach retirement with confidence, wisdom, and a clear plan.

About the author

Christine Benz serves as the director of personal finance and retirement planning at Morningstar. She is also a senior columnist for Morningstar.com. Benz has been widely quoted in major media outlets, including the New York Times, the Wall Street Journal, Barron’s, CNBC, and PBS.

In 2020 and 2021, Barron’s named her to its list of the 100 most influential women in finance. She was also recognised as one of the 10 most influential women in wealth management in 2021.

Benz is the author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances. She co-authored Morningstar Guide to Mutual Funds: 5-Star Strategies for Success and authored its second edition.


  • PUBLISHER | Harriman House |
  • ISBN | 978-1804090695 |
  • Recommended Retail Price | £14.99 |
  • Classification | Retirement, Investment |



LEAVE A REPLY

Please enter your comment!
Please enter your name here