Christine Benz: 5 Things I Learned About Retirement Planning From My New Book [Video]

Christine Benz: 5 Things I Learned About Retirement Planning From My New Book

When it comes to preparing for life after work, the learning never stops—not even for the experts.

00:00 Introduction

00:29 Why Christine Benz Spoke With Other Retirement Experts for ‘How to Retire’

01:45 Who Can We Hear from in ‘How to Retire’?

02:27 Transitioning From Saving to Spending in Retirement

04:50 Retirement Spending and Retirement Income

06:55 How to Plan for Long-Term Care While Working

08:53 Phasing Into Retirement and the Phases of Retirement

10:56 Nonfinancial Advice for Retirement

What are the secrets to a healthy, happy, and wealthy retirement? Find out with Christine Benz’s new book, “How to Retire.” https://linktr.ee/christine_benz

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name in our Investing Insights playlist. https://www.youtube.com/watch?v=NOFhCXK5jDo&list=PLdHNrgBvsSFTqp76MFTZRQLr1oOzkZCU_ (Jake can we link a playlist?)

What to watch from Morningstar.

Should You Bother Contributing to a Pretax 401(k) or IRA? https://youtu.be/SNsjwrVSa-I?si=MXKD98QPRPqxSDul

The Big Retirement Myth https://youtu.be/q-M_PgNTMEs?si=8Vz8yxie6LrGLovd

Don’t Make These Fatal Errors With IRA Rollovers https://youtu.be/1vFV_4Wm9sA?si=dDkD-3A6Vcy6emd2

What Interest-Rate Cuts Mean for Your Retirement Portfolio https://youtu.be/MqW7-JS9RTo?si=hWY5WrX32LgOqkOi

4 Ways to Take Control in an Uncertain Market https://youtu.be/W5X0mOQjvow?si=vqCNhhiP8dqEP9PC

Read what our team is writing.

Christine Benz https://www.morningstar.com/people/christine-benz

Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/