Having a fulfilling retirement involves much more than building financial security. Morningstar’s retirement guru Christine Benz gathered expert advice on the intangibles that make retirement meaningful and happy.
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
ACTION POINT
READ CHRISTINE BENZ’S BOOK HOW TO RETIRE…
- Retirement is much more than financial planning
- Benz covers all aspects of retirement with top experts in each area
- 20 succinct, informative chapters
Non-financial considerations include
- Visualizing retirement
- Where to live
- How to spend your time
- Nurturing relationships
- Aging
Financial aspects include
- Investment planning
- Asset allocation
- Retirement income
- Spending
- Estate planning
BOOKSHELF
ONE INVESTMENT
BENZ: INVEST IN ANOTHER SET OF FINANCIAL EYES
- For do-it-yourself retirement planners
- Get an objective professional opinion
- Fee-only, fiduciary financial planner
- Recommends The National Association of Personal Financial Advisors to find a fee-only, fiduciary financial planner