Description
There's a lot more to retirement than financial planning. If you're planning for retirement and thinking about how to retire, you'll need to consider both sides of the equation. The new book by Christine Benz, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement, leverages insights from 20 experts on the financial and non-financial aspects of retirement planning.
Christine Benz joins us fro the Chicago area.
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Bio
Christine Benz is the author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. She is Morningstar's Director of Personal Finance, a position she has held since early 2008. In that capacity, she writes and edits a monthly newsletter, Practical Finance, which advises do-it-yourself investors on every aspect of the financial-planning process. She also writes a weekly column, "Improving Your Finances," on Morningstar.com, and was the creator of Morningstar's "The Short Answer" column, which is geared toward investors just starting out. She is widely quoted in the media, including the Wall Street Journal, The New York Times, and MarketWatch, and has been a frequent guest on CNBC, PBS' Nightly Business Report, and Fox Business News.
Since joining Morningstar in 1993, Christine has been a central part of Morningstar's effort to deliver quality financial investment information to Morningstar's 6 million-plus clients. As an analyst and editor, she has served as Morningstar's director of mutual fund analysis. Prior to assuming that position, she was editor of Morningstar Mutual Funds and Morningstar FundInvestor. Christine co-authored the company's first book, "The Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success," a national bestseller published by John Wiley & Sons in 2003, and was the lead author of the book's second edition. Christine's book, "Morningstar's 30-Minute Money Solutions," provides readers with the necessary guidance in tackling money challenges and building a comprehensive financial plan in easy-to-manage increments.
Christine holds a bachelor's degree in political science and Russian/East European studies from the University of Illinois at Urbana-Champaign. She lives in the Chicago suburbs with her husband, Greg. She is an avid cook, a political junkie, and a long-suffering Chicago Cubs fan.
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For More on Christine Benz
How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement
Morningstar
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Podcast Episodes You May Like
The Good Life – Marc Schulz, PhD
The Power of Reinvention – Joanne Lipman
The Retirement Savings Time Bomb – Ed Slott
Happier Hour – Cassie Holmes, PhD
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Mentioned in This Podcast Episode
The Key Decisions for Retirement Success – Wade Pfau
What Are The Keys To A Successful Retirement? Fritz Gilbert
Taking Stock – Dr. Jordan Grumet
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Wise Quotes
On Purpose in Retirement
"Definitely get your in retirement bucket list for keeping yourself entertained and happy. But ideally you would also have some things that are giving you a sense of purpose, some things that you're relaxing from. And I think most of us, even while we're working, have reference points for this, that the vacation that you had after that time when you were really, really busy is just all the sweeter because you feel like you really earned it. And I think the same holds true in retirement, that if you can bring that balance, that sense of your accomplishing things, and it doesn't really matter what it is...It's very individual specific, but just something that is purpose that is not pure relaxat...
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