State of Retirement Income research team

Today we sit down with Christine Benz, Author, WCICON Speaker, and Director of Mutual Fund Analysis at Morningstar, for a wide-ranging and insightful conversation. We dive into her annual retirement income research, the realities of spending in retirement, and the challenge many retirees face in giving themselves permission to spend. Christine also reflects on the stark gender imbalance in the finance world and highlights the women she believes every investor should be following, whether they invest on their own or work with an advisor. It is a thoughtful, information-rich interview you will not want to miss.

Getting Going on Savings Initiative: https://boglecenter.net/gettinggoing/ Best of Jonathan Clements Book: https://www.amazon.com/Best-Jonathan-Clements-Timeless-Financial/dp/0988780348

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00:00 WCI Podcast #454 02:31 Christine Benz Interview 04:00 The Numbers and Psychology of Retirement Spending 24:15 The State of Retirement Income