Part 2 of 2
In part 2 of our “How to Retire” interview with Christine Benz, Morningstar’s personal finance and retirement guru focuses on key financial lessons for retirement after discussing the important non-financial aspects in part 1.
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CHRISTINE BENZ
- Director of Personal Finance and Retirement Planning, Morningstar
- 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)
- Price: $42.52 on 10/14/24
ETF Version:
Vanguard Total World Stock ETF (VT)
- Price: $120.16 on 10/14/24
FROM THE WEALTHTRACK ARCHIVES
WEB EXTRA
BENZ: NEXT RETIREMENT PROJECT
Fresh off the publication of How to Retire, Benz is contemplating her next project.
