20 Lessons for a Happy, Successful, and Wealthy Retirement

How to Retire

Christine Benz

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How to Retire
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Personal finance#retirement#money

How to Retire

20 Lessons for a Happy, Successful, and Wealthy Retirement

Written byChristine Benz

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.

  • Published2024
  • GenrePersonal finance
  • Key ideas5
  • Summary1 min read

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  1. 01Picture your retirement first

    Imagine what your days will actually look like before you plan the numbers.

  2. 02Plan your income

    Decide how your savings will turn into a steady income you can rely on.

  3. 03Expect your spending to change

    Spending often shifts during retirement, so plan for different stages.

  4. 04Organise your savings for cash flow

    Arrange your investments so the money you need soon is safe and easy to reach.

  5. 05Look after relationships

    Friends, family and purpose matter as much as money for a happy retirement.

  6. Want the stories, examples and depth behind these ideas?

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