When we plan for retirement, we tend to spend the majority of our time thinking about money, but research shows that there is much more to a happy retirement than dollars and cents. Nathan interviews Morningstar columnist Christine Benz, author of âHow to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirementâ, to discuss perspectives from thought leaders on what contributes to a truly successful retirement. Host: Nathan Beauvais, CFP®, CIMA®; Special Guest: Christine Benz, Morningstar; Air Date: 6/27/2025; Original Air Date: 11/1/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

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