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How to Retire

20 lessons for a happy, successful, and wealthy retirement

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How to Retire

By: Christine Benz
Narrated by: Laurel Lefkow, Rachel Handshaw, Nezar Alderazi
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'Wonderful. The rare money book that realises life is more than dollars and cents' – Morgan Housel, bestselling author of The Psychology of Money

What are the secrets to a healthy, happy, and wealthy retirement?

To answer that question, longtime Morningstar personal finance columnist and podcaster Christine Benz asked twenty retirement thought leaders to pick one single lesson that they believe contributes to success.

These lessons range from nitty gritty financial matters to quality-of-life considerations that help pre-retirees and retirees alike maximize their 'time on earth' allocations. You'll learn:

- How to find your retirement income style
- How your spending may change and how to organise your portfolio around this
- How to spend in order to optimize happiness
- How to live life with no regrets
- And more!

With expert contributors including William Bernstein, Ramit Sethi and Laura Carstensten, How to Retire will help you tackle retirement with confidence and wisdom, and with a plan to maximize your financial – and human – capital.

'No one is more qualified to guide you through meaningful conversations about how to retire than Christine Benz' – Carl Richards, bestselling author of Your Money

 Analysis & Strategy Investing & Trading Personal Finance Happiness Inspiring Money
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Critic Reviews

Wonderful. The rare money book that realizes life is more than dollars and cents. (Morgan Housel, bestselling author of The Psychology of Money)
No one is more qualified to guide you through meaningful conversations about how to retire than Christine Benz, and this book is full of them. Treat it like a cheat code for some of the most important financial decisions you will ever make! (Carl Richards, creator of Behavior Gap and bestselling author of Your Money)
I’ve been a financial planning practitioner for over 40 years and How to Retire is a home run for investors. It is a unique and exciting book chockfull of important concepts and advice from an amazing list of the "best of the best" brains in the financial planning world. The intellectual capital Christine captured in the book is amazing and every investor will be well rewarded by owning and reading How to Retire. (Harold Evensky, founder, Evensky & Katz/Foldes Wealth Management)
How to Retire channels wisdom on this most important life transition like no book before it. (Brian Portnoy, founder of Shaping Wealth)
This unique book gives you diverse perspectives on the issues everyone faces with retirement planning from a wide range of experts. (Ben Carlson, author of A Wealth of Common Sense)
This is a treasure trove of retirement advice in one volume and a must-read guide to a happy, successful and wealthy retirement. (Consuelo Mack, Anchor, Consuelo Mack WealthTrack)
In a series of easily accessible interviews, Christine Benz asks the retirement questions that we are all pondering – and then lays out with clarity and specificity the steps to help answer them. (Jill Schlesinger, CFP, CBS news business analyst, author of The Great Money Reset)
The financial services industry paints a picture of retirement as walks on the beach and a life of leisure, where the only key to success is accumulating enough dollars to make it happen. In reality, though, retirement is an entirely new phase of life . . . one that we’re often thrust into, with no context on how different it will actually be. In Christine Benz’s How to Retire, prospective retirees gain valuable perspective on why the day-to-day experience of life in retirement can be more challenging than anticipated, and how they need to prepare – both financially, and beyond their finances – to ensure they actually find fulfillment in their decades to come! (Michael Kitces, MSFS, MTAX, CFP, chief financial planning nerd, Kitces.com)
Imagine if you could sit down with the nation’s leading experts in every aspect of retirement, tax, and estate planning. Now you can! Christine Benz, a skilled interviewer, has asked all the questions you would have asked, plus the bigger questions you might not have even thought about. The "My takeaways" at the end of each chapter are invaluable. (Ed Slott, CPA, and retirement expert, author, and founder of Ed Slott’s Elite IRA Advisor GroupSM)
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