Christine Benz's "How to Retire" provides a comprehensive guide to retirement planning, moving beyond simplistic rules of thumb. The book delves into dynamic spending strategies, emphasizing the need to adapt to changing life circumstances and expenses. It addresses the psychological challenges of transitioning from saving to spending, offering practical advice on managing finances and maintaining a fulfilling life in retirement. Benz also explores the importance of purpose and relationships in retirement, highlighting the need for a holistic approach that considers non-financial factors. The book is a valuable resource for anyone approaching retirement, offering insights and strategies for a successful and enjoyable transition.
In her memoir, Michelle Obama invites readers into her world, chronicling the experiences that have shaped her—from her childhood on the South Side of Chicago to her years as an executive balancing the demands of motherhood and work, to her time spent at the world’s most famous address. The book is divided into three sections: Becoming Me, Becoming Us, and Becoming More, reflecting her journey from her early life, through her marriage and career, to her role as the First Lady of the United States. With unerring honesty and lively wit, she describes her triumphs and her disappointments, both public and private, telling her full story as she has lived it—in her own words and on her own terms[2][4][5].
Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. On the podcast today, we welcome back Jordan Grumet. Jordan’s latest book is called The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy. His previous book was called Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. Jordan is a hospice doctor, and he hosts the popular Earn & Invest podcast. He received his undergraduate degree from the University of Michigan and his medical degree from Northwestern University. Jordan, welcome back to The Long View.
Background
Bio
The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy
Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life
Earn & Invest podcast
Happiness Studies
“High Income Improves Evaluation of Life but not Emotional Well-Being,” by Daniel Kahneman and Angus Deaton, pnas.org, Sept. 7, 2010.
“Experienced Well-Being Rises With Income, Even Above $75,000 per Year,” by Matthew Killingsworth, pnas.org, Jan. 18, 2021.
“Income and Emotional Well-Being: A Conflict Resolved,” by Matthew Killingsworth, Daniel Kahneman, and Barbara Mellers, pnas.org, March 1, 2023.
Harvard Study of Adult Development
Other
How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement, by Christine Benz
The Art of Subtraction: Doing More With Less, by Matthew May
US Bureau of Labor Statistics’ American Time Use Survey
“The Free-Time Paradox in America,” by Derek Thompson, theatlantic.com, Sept. 13, 2016.
The Long View 
