How to Retire: 20 lessons for a happy, successful, and wealthy retirement
(Paperback)
Publishing Details
How to Retire: 20 lessons for a happy, successful, and wealthy retirement
By (Author) Christine Benz
Harriman House Publishing
Harriman House Publishing
24th September 2024
17th September 2024
United Kingdom
Classifications
General
Non Fiction
Investment and securities
Retirement
332.024014
Physical Properties
Paperback
336
Width 140mm, Height 216mm, Spine 21mm
440g
Description
What are the secrets to a healthy, happy, and wealthy retirement To answer that question, longtime Morningstar columnist and podcaster Christine Benz asked 20 retirement thought leaders to go deep on a single lesson that they believe contributes to success in retirement. These lessons range from nitty gritty financial matters to quality-of-life considerations that help pre-retirees and retirees maximize their "time on earth" allocations. On the financial side of the ledger, the book delves into knowing your retirement income style (Wade Pfau), understanding how your spending might change in retirement (David Blanchett), and organizing your portfolio to support in-retirement cash flows (William Bernstein). Other interviews probe softer but no less important considerations, such as how to spend in order to optimize happiness (Ramit Sethi), the value of burnishing relationships later in life (Laura Carstensen), and living life so that you have no regrets in the end (Jordan Grumet). These lessons help soon-to-retire and already-retired individuals and their advisors tackle retirement with confidence, wisdom, and a specific plan for maximizing their financial and human capital.
Author Bio
Christine Benz is director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. She also co-hosts a podcast for Morningstar, The Long View. She has been widely quoted in the media, including The New York Times, The Wall Street Journal, Barron's, CNBC, and PBS. Barron's named her to its list of the 100 most influential women in finance in 2020 and 2021, and as one of the 10 most influential women in wealth management in 2021. Benz is author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances; co-author of Morningstar Guide to Mutual Funds: 5-Star Strategies for Success; and author of that book's second edition.
