Morningstar’s retirement maven Christine Benz discusses the financial actions retirees can take to achieve financial security outlined in her recent book How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.
As WealthTrack embarks on an exciting new chapter as a podcast, we’re looking back at the conversations that shaped the series. Introducing WEALTHTRACK CLASSICS: Throughout the summer, we’ll revisit some of the most memorable interviews from our archives, featuring timeless investing lessons that continue to resonate today.
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CHRISTINE BENZ
- Director of Personal Finance and Retirement Planning, Morningstar
- Interview: Christine Benz: How to Retire
ACTION POINT
FIND YOUR MICRO JOYS
- Taking a walk
- Meeting a friend
- Bird watching
- Reading a good book
- Glass of wine in evening
- Enjoying a sunset
BOOKSHELF
How to Retire by Christine Benz
The Four Pillars of Investing: Lessons for Building a Winning Portfolio by William J. Bernstein
The Simple Path to Wealth by JL Collins
Mom and Dad, We Need to Talk by Cameron Huddleston
Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life by Dr. Jordan Grumet
Keys to a Successful Retirement by Fritz Gilbert
ONE INVESTMENT
BENZ: ONE AND DONE INVESTMENT
Vanguard Total World Stock Index Fund Admiral (VTWAX)
ETF Version: Vanguard Total World Stock ETF (VT)