
Key Financial Lessons on How to Retire From Morningstar’s Personal Finance Guru, Christine Benz
WEALTHTRACK
Navigating Retirement Income: Social Security and Annuities
This chapter focuses on the crucial role of Social Security in retirement planning, emphasizing its reliability and inflation adjustments as a consistent income source. It also explores annuities, comparing basic income options with more complex products, while stressing the importance of personalized financial assessment before making investment decisions.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.