Christine Benz, the director of personal finance at Morningstar, has written an insightful guide to achieving a financially secure retirement in How to Retire: 20 Lessons for a Healthy, Successful and Wealthy Retirement. A trusted voice in the world of financial advice, Benz draws from her extensive experience and lessons gleaned from conversations with twenty experts (including Wade Pfau, Fritz Gilbert, Dr. Jordan Grumet and Kerry Hannon) to provide ideas and resources to a create a satisfying and secure retirement. This book is particularly timely given today’s complex and dynamic financial landscape, where retirement planning can feel overwhelming.
The book is organized into sections that address the major aspects of retirement planning, including setting clear goals, evaluating investment strategies, exploring strategies to create income in retirement, tax planning, and more. Each section includes with practical tips, real-life examples, and actionable takeaways that can help you to take charge of your retirement future.
What I liked best about How to Retire is it’s holistic approach. Unlike the vast majority of books on retirement, Christine Benz goes beyond the important financial topics and gives a balanced picture of retirement planning with thoughtful attention to the non-financial aspects, including lifestyle planning, health care costs, and emotional readiness for retirement, which are often overlooked. This is a book that helps you think comprehensively about retirement – and extend your thinking beyond the numbers. Building a strong financial foundation is critical, but How to Retire encourages you to consider other dimensions starting with what you envision your retirement to look like in terms of lifestyle, personal fulfillment, and perhaps potential second careers and/or new pursuits.
How to Retire by Christine Benz is a valuable resource for anyone looking to build a strong retirement plan across the full spectrum of retirement challenges and opportunities. If you’re thinking about retirement Christine Benz’s book can help you chart a course to retire with confidence.
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Listen to my podcast conversation with Christine Benz of Morningstar
Buy How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement
Discover other recommended Best Books for Retirement
