Episode Details

Steve Chen welcomes Christine Benz, Director of Personal Finance at Morningstar, to discuss her book How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Christine shares practical strategies for retirement planning, including tax-efficient decumulation, dynamic spending, and the bucket approach for managing cash flow and investments. They also explore the importance of relationships, purpose, and staying socially engaged in retirement, along with tackling challenges like long-term care and financial fraud. Packed with actionable insights, this episode is a must-listen for anyone planning a secure and fulfilling retirement.