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How to Retire
Christine Benz
20 lessons for a happy, successful, and wealthy retirement
★ 3.6 (25 Ratings)
◷ 16 Minutes
☰ 6 Sections
◉ Text + audio
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About this content
How to Retire (2024) offers a detailed guide to building a financially secure and fulfilling retirement. It covers essential strategies like managing investments, maximizing Social Security benefits, and preparing for long-term care. Alongside financial advice, it emphasizes the importance of maintaining health, nurturing relationships, and finding purpose, helping you approach retirement with confidence and balance.
About the author
Christine Benz is the director of personal finance and retirement planning at Morningstar and a senior columnist for Morningstar.com. She specializes in retirement and portfolio planning for individual investors and co-hosts The Long View podcast, where she interviews financial thought leaders. Widely quoted in publications like The New York Times and The Wall Street Journal, she’s been recognized as one of Barron’s 100 Most Influential Women in Finance. Benz is also the author of 30-Minute Money Solutions and co-author of the best-selling Morningstar Guide to Mutual Funds.
Who might enjoy this content?
- Retirees seeking financial stability and fulfilling life choices
- Pre-retirees preparing for long-term financial and lifestyle planning
- Women planning for retirement and long-term care needs