Ever wondered how to navigate retirement planning with both financial security and personal fulfillment in mind?

In this episode of the Women's Money Wisdom Podcast, Melissa Joy, CFP®, CDFA® sits down with Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar and author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Christine shares her approach to retirement planning, highlighting strategies like annuities, cash flow management, and balancing time-tested methods with innovative ideas. Gain insights into navigating retirement complexities with an open mind and a strategic outlook.

We delve into managing retirement finances, including equity compensation, tax strategies, and post-retirement financial decisions. Christine provides actionable tips on handling restricted stock units (RSUs), Roth conversions, and optimizing portfolios based on risk tolerance and long-term goals. Generational lessons and past market experiences add valuable perspective.

Christine also emphasizes balancing financial planning with personal fulfillment. Inspired by real-life stories, we discuss aligning work with passions, transitioning gradually into retirement, and making intentional choices for a meaningful future.

Listen and Learn:

• Holistic Retirement Planning: Key strategies like annuities and cash flow management for financial stability.
• Smart Tax and Investment Moves: Tips on RSUs, Roth conversions, and portfolio optimization.
• Generational Insights: Lessons from past market downturns and diverse viewpoints.
• Purposeful Living: Align financial plans with personal passions for a fulfilling retirement.

Join us for practical advice and inspiration to help you create a secure and meaningful retirement. Tune in today!

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