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Listen "HOW TO RETIRE"
Episode Synopsis
“How to Retire” (by Christine Benz) deals with a concept full of fear, emotion, math and uncertainty: retirement.
Even the wealthiest, who have a margin of safety, run into issues of purpose, time management and legacy.
Layer onto that the risks of longevity, dementia, divorce, managing cash and investments in inflationary times, and navigating the byzantine health and elder care systems.
No wonder “retirement” is a scary topic.
Christine Benz’ new book “How to Retire” is here to help get our arms around this topic.
With 20 interviews with experts in the field, Christine has written a terrific reference for retirees to get their arms around this stage in life.
Her book covers the numbers, the emotion and the structure for people entering the golden years.
CHRISTINE BENZ is director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. In that role, she focuses on retirement and portfolio planning for individual investors. She also co-hosts a podcast for Morningstar, “The Long View”, which features in-depth interviews with thought leaders in investing and personal finance.
https://www.amazon.com/How-Retire-lessons-successful-retirement-ebook/dp/B0CP5X3TYK/
How to Retire
How to Retire with Christine Benz
The Numbers (Funding Retirement and Resilient Investing)
The Transition to Retirement (AKA “The Countdown”)
With a plan in mind, what is the role a Dry Run with Retirement?
The Buy-In: Getting consensus from spouses and family on what life will look like
The First 2 years: The Importance of a Detailed Calendar
How Are You Going to Use the Time?
Having entered the role of caregiving, retirement may be more of a “job” than you think
“End of Life”: When Should you Give up the Keys and Long Term Care with CAROLYN MCCLANAHAN
Estate Planning (with past “Wealth Actually” guest JENNY ROZELLE)
With all of this frre time, how do spouses adjust to spending so much time together?
https://www.youtube.com/watch?v=IN5C7Ko6XBY
https://open.spotify.com/episode/50ZO3JLl4bAdf95b64UQIZ?si=XJEYU2h4ToG8rL_Qkou6eA
https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/
Frazer Rice’s “Wealth Actually”
Even the wealthiest, who have a margin of safety, run into issues of purpose, time management and legacy.
Layer onto that the risks of longevity, dementia, divorce, managing cash and investments in inflationary times, and navigating the byzantine health and elder care systems.
No wonder “retirement” is a scary topic.
Christine Benz’ new book “How to Retire” is here to help get our arms around this topic.
With 20 interviews with experts in the field, Christine has written a terrific reference for retirees to get their arms around this stage in life.
Her book covers the numbers, the emotion and the structure for people entering the golden years.
CHRISTINE BENZ is director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. In that role, she focuses on retirement and portfolio planning for individual investors. She also co-hosts a podcast for Morningstar, “The Long View”, which features in-depth interviews with thought leaders in investing and personal finance.
https://www.amazon.com/How-Retire-lessons-successful-retirement-ebook/dp/B0CP5X3TYK/
How to Retire
How to Retire with Christine Benz
The Numbers (Funding Retirement and Resilient Investing)
The Transition to Retirement (AKA “The Countdown”)
With a plan in mind, what is the role a Dry Run with Retirement?
The Buy-In: Getting consensus from spouses and family on what life will look like
The First 2 years: The Importance of a Detailed Calendar
How Are You Going to Use the Time?
Having entered the role of caregiving, retirement may be more of a “job” than you think
“End of Life”: When Should you Give up the Keys and Long Term Care with CAROLYN MCCLANAHAN
Estate Planning (with past “Wealth Actually” guest JENNY ROZELLE)
With all of this frre time, how do spouses adjust to spending so much time together?
https://www.youtube.com/watch?v=IN5C7Ko6XBY
https://open.spotify.com/episode/50ZO3JLl4bAdf95b64UQIZ?si=XJEYU2h4ToG8rL_Qkou6eA
https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/
Frazer Rice’s “Wealth Actually”
More episodes of the podcast Wealth Actually
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In God we trust