We’re doing something a little different this week. Amy Arnott and Dan Lefkovitz are flipping the microphone around and interviewing the anchor host of this podcast, Christine Benz, about her new her book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Christine is director of personal finance and retirement planning for Morningstar. She has been with the company since 1993, where she’s served as director of the fund research team, editor of Morningstar Mutual Funds, and cofounder of this podcast in 2019. She has written several books about investing. Christine is a proud graduate of the University of Illinois.
Background
Bio and archive
How to Retire
How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement by Christine Benz
The Psychology of Money by Morgan Housel
Nonfinancial Aspects of Retirement
Michael Finke
Jordan Grumet
Laura Carstensen
Annuities, Retirement Portfolio Planning, and Social Security
Wade Pfau
Retirement Income Style Awareness
William Bernstein
Fritz Gilbert/The Retirement Manifesto
“The Ultimate Pre-Retirement Checklist,” by Fritz Gilbert, The Retirement Manifesto, March 27, 2018.
Freedom for Fido
Mary Beth Franklin
Jonathan Guyton
“Decision Rules and Maximum Initial Withdrawal Rates,” by Jonathan Guyton and William Klinger, FPA Journal.
Jamie Hopkins
The Bucket Approach
Harold Evensky
“The Bucket Approach to Building a Retirement Portfolio,” by Christine Benz, Morningstar.com, Nov. 23, 2022.
“The Bucket Approach Is Flawed—Here’s a Better Way,” by Rob Berger, Forbes.com, Aug. 2, 2020.
“Do You Need More Than 3 Buckets?” by Christine Benz and Susan Dziubinski, Morningstar.com, May 22, 2024.
Housing
Mark Miller
Healthcare, Long-Term Care, and Estate Planning
Carolyn McClanahan
Cameron Huddleston
Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances, by Cameron Huddleston, June 25, 2019.
Jennifer Rozelle
Other
“Carl Richards: ‘Let’s Focus on Being a Little Less Wrong Tomorrow,‘” The Long View podcast, Morningstar.com, May 13, 2020.
