Christine Benz: How to Retire

We’re doing something a little different this week. Amy Arnott and Dan Lefkovitz are flipping the microphone around and interviewing the anchor host of this podcast, Christine Benz, about her new her book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Christine is director of personal finance and retirement planning for Morningstar. She has been with the company since 1993, where she’s served as director of the fund research team, editor of Morningstar Mutual Funds, and cofounder of this podcast in 2019. She has written several books about investing. Christine is a proud graduate of the University of Illinois. Background Bio and archive How to Retire How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement by Christine Benz The Psychology of Money by Morgan Housel Nonfinancial Aspects of Retirement Michael Finke Jordan Grumet Laura Carstensen Annuities, Retirement Portfolio Planning, and Social Security Wade Pfau Retirement Income Style Awareness William Bernstein Fritz Gilbert/The Retirement Manifesto “The Ultimate Pre-Retirement Checklist,” by Fritz Gilbert, The Retirement Manifesto, March 27, 2018. Freedom for Fido Mary Beth Franklin Jonathan Guyton “Decision Rules and Maximum Initial Withdrawal Rates,” by Jonathan Guyton and William Klinger, FPA Journal. Jamie Hopkins The Bucket Approach Harold Evensky “The Bucket Approach to Building a Retirement Portfolio,” by Christine Benz, Morningstar.com, Nov. 23, 2022. “The Bucket Approach Is Flawed—Here’s a Better Way,” by Rob Berger, Forbes.com, Aug. 2, 2020. “Do You Need More Than 3 Buckets?” by Christine Benz and Susan Dziubinski, Morningstar.com, May 22, 2024. Housing Mark Miller Healthcare, Long-Term Care, and Estate Planning Carolyn McClanahan Cameron Huddleston Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances, by Cameron Huddleston, June 25, 2019. Jennifer Rozelle Other “Carl Richards: ‘Let’s Focus on Being a Little Less Wrong Tomorrow,‘” The Long View podcast, Morningstar.com, May 13, 2020.