basket 0 items @ £0
View Basket

How to Retire

20 lessons for a happy, successful, and wealthy retirement

By Christine Benz
Cover of How to Retire (Paperback) by Christine Benz Cover of How to Retire (Ebook - phone) by Christine Benz Cover of How to Retire (Ebook - tablet) by Christine Benz

Product Information

Format(s): -

ISBN(s): -

Published:

Edition:

Author:

No. of pages:

SKU(s): -

About the Author

Christine Benz

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 ... Read more on Christine Benz

Contents Listing

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.

Media Coverage

MSN

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 ...

Read more

How To Money

Christine is a long-time contributor to Morningstar, the fantastic investment research site that we often reference here on the pod. Specifically, she’s the director of personal finance for ...

Read more

How to Money

Christine is a long-time contributor to Morningstar, the fantastic investment research site that we often reference here on the pod. Specifically, she’s the director of personal finance for ...

Read more

Barron's

Along the way, Benz, now Morningstar’s director of personal finance and retirement planning, became an expert in financial literacy. She also learned that as difficult as it is to save for ...

Read more

Landaas & Company

“How to Retire” covers various strategies for planning, saving, investing and spending for retirement. Some of the approaches compete with one another, which is OK because it reminds us that ...

Read more

CNBC

In her new book, “How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement,” Christine Benz, director of personal finance and retirement planning at Morningstar, seeks to get ...

Read more

Morningstar

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast ...

Read more

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 ...

Read more

WBEZ Chicago

Christine Benz, director of personal finance and retirement planning, Morningstar; author of the book How to Retire is a guest on WBEZ Chicago this week to discuss all things retirement and personal ...

Read more

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 ...

Read more

Motley Fool Money

Christine Benz continues the discussion on how to prepare for a healthy, wealthy retirement.

Read more

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 ...

Read more

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.

Read more

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 ...

Read more

Enter your email address to receive your free ebook

By requesting this free eBook, you agree to let us email you
about future Harriman House offers. We will not sell your details
to a third party and you can un-subscribe at any time.
A valid email address is required to receive your download link.