Part 1 of 2
Morningstar’s retirement guru Christine Benz discusses the often overlooked non-financial aspects of retirement planning during this conversation about her new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.
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CHRISTINE BENZ
- Director of Personal Finance and Retirement Planning, Morningstar
- Christine Benz: How to Retire
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
FROM THE WEALTHTRACK ARCHIVES
WEB EXTRA
BENZ: A FAVORITE PERSONAL FINANCE BOOK
Christine Benz has read many books on personal finance over her career. She shares one of her all time favorites with us, written by a beloved WEALTHTRACK guest.
