Personal finance writer
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Personal finance writer · Podcaster

Christine Benz.

Christine Benz is a long-time personal finance columnist and podcaster at Morningstar. Her book How to Retire gathers twenty conversations with retirement experts.

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20 Lessons for a Happy, Successful, and Wealthy Retirement

How to Retire

Christine Benz

Cover of How to Retire

Personal finance · 2024

How to Retire

20 Lessons for a Happy, Successful, and Wealthy Retirement

Benz asked twenty retirement experts to go deep on one lesson each. The result covers both the money side of retirement, like income, spending and portfolios, and the human side, like relationships and happiness.

Three big ideas

  1. Picture your retirement firstImagine what your days will actually look like before you plan the numbers.
  2. Plan your incomeDecide how your savings will turn into a steady income you can rely on.
  3. Expect your spending to changeSpending often shifts during retirement, so plan for different stages.

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