In this episode we welcome back Christine Benz, director of personal finance and retirement planning for Morningstar. Christine is one of the most respected thought leaders on the topic of retirement and shares insights from her new book,
'How to Retire'. We discuss the importance of preparing for retirement well in advance, building social networks, the significance of diversity in relationships, and more. Today's show is packed with valuable advice and a must listen for anyone approaching or in retirement.
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The Long View
John C. Bogle Center for Financial Literacy
Bogleheads Conference
William Bengen
opensocialsecurity.com
Bogleheads Conference 2023 - Jordan Grumet on Living without Regrets
bogleheads.org
Catching Up to FI Episodes mentioned:
The Life and Death of The 4% Rule | Christine Benz | 077
Social Security Made Simple | Mike Piper | 054
Mom and Dad, We Need to Talk | Cameron Huddleston | 048
How to Think About Money | Jonathan Clements | 040
Purpose, Identity, & Connection | Jordan Grumet | 022
Hard & Soft Sides of Retirement | Fritz Gilbert | 019
Say Cheese!: The Retirement Spending Smile | David Blanchett | 110
F-You Money Part 1 | JL Collins | 023
F-You Money Part 2 | JL Collins | 024
Pathfinders: Stories of Success and Financial Independence | JL Collins | 069
Pathfinders: Triumphs and Trials on the Road to Financial Independence | JL Collins | 070
Jennifer Rozelle (coming in February 2025)
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Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
