The NewRetirement Podcast

Living with Intention: Insights from Christine Benz on Retirement Success


Listen Later

Steve Chen welcomes Christine Benz, Director of Personal Finance at Morningstar, to discuss her book How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Christine shares practical strategies for retirement planning, including tax-efficient decumulation, dynamic spending, and the bucket approach for managing cash flow and investments. They also explore the importance of relationships, purpose, and staying socially engaged in retirement, along with tackling challenges like long-term care and financial fraud. Packed with actionable insights, this episode is a must-listen for anyone planning a secure and fulfilling retirement.
...more
View all episodesView all episodes
Download on the App Store

The NewRetirement PodcastBy Steve Chen

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

172 ratings


More shows like The NewRetirement Podcast

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

432 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

769 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

728 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,277 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

488 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

497 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

558 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

548 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

585 Listeners

The Long View by Morningstar

The Long View

878 Listeners

Sound Investing by Paul Merriman

Sound Investing

330 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

776 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

148 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

705 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

162 Listeners