In this episode we welcome back Christine Benz, director of personal finance and retirement planning for Morningstar. Christine is one of the most respected thought leaders on the topic of retirement and shares insights from her new book, 'How to Retire'. We discuss the importance of preparing for retirement well in advance, building social networks, the significance of diversity in relationships, and more. Today's show is packed with valuable advice and a must listen for anyone approaching or in retirement.   

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Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

🌐 Morningstar

📗Order "How to Retire: 20 lessons for a happy, successful, and wealthy retirement" on Amazon

The Long View

John C. Bogle Center for Financial Literacy

Bogleheads Conference

William Bengen

opensocialsecurity.com

Bogleheads Conference 2023 - Jordan Grumet on Living without Regrets

bogleheads.org

 

Catching Up to FI Episodes mentioned:

The Life and Death of The 4% Rule | Christine Benz | 077

Social Security Made Simple | Mike Piper | 054

Mom and Dad, We Need to Talk | Cameron Huddleston | 048

How to Think About Money | Jonathan Clements | 040

Purpose, Identity, & Connection | Jordan Grumet | 022

Hard & Soft Sides of Retirement | Fritz Gilbert | 019

Say Cheese!: The Retirement Spending Smile | David Blanchett | 110

F-You Money Part 1 | JL Collins | 023

F-You Money Part 2 | JL Collins | 024

Pathfinders: Stories of Success and Financial Independence | JL Collins | 069

Pathfinders: Triumphs and Trials on the Road to Financial Independence | JL Collins | 070

Jennifer Rozelle (coming in February 2025)

 

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Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.