The Long View
Christine Benz: How to Retire
Sep 17, 2024
In this engaging discussion, Christine Benz, the director of personal finance and retirement planning at Morningstar and a seasoned expert since 1993, shares key insights from her book, 'How to Retire.' She delves into the emotional and psychological aspects of retirement, emphasizing the importance of purpose and relationships. Christine critiques common strategies like the bucket approach, while offering personalized planning tools. She also discusses innovative solutions for aging, spending wisely, and maintaining health, all aimed at achieving a fulfilling retirement.
54:40
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Quick takeaways
- Retirement planning requires humility and diverse expert insights to navigate its complexities beyond just financial considerations.
- Addressing emotional challenges and finding purpose post-retirement are crucial for achieving a fulfilling and joyful retirement experience.
Deep dives
The Inspiration Behind the Book
The book was inspired by conversations between the author and an editor about the need for accessible retirement planning information. The author wanted to compile insights from diverse experts rather than claiming to have all the answers. This approach emphasizes the importance of humility in acknowledging that financial planning can be complex and requires various perspectives. The subtitle of 'happy, successful, and wealthy retirement' was designed to prioritize overall well-being over mere financial success.
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