Skip to content
HOW TO RETIRE episode artwork

Nov 15, 2024

HOW TO RETIRE

from Wealth Actually Hosted by Frazer Rice

"How to Retire" (by Christine Benz) deals with a concept full of fear, emotion, math and uncertainty: retirement. Even the wealthiest, who have a margin of safety, run into issues of purpose, time management and legacy. Layer onto that the risks of longevity, dementia, divorce, managing cash and investments in inflationary times, and navigating the byzantine health and elder care systems. No wonder "retirement" is a scary topic. Christine Benz' new book "How to Retire" is here to help get our arms around this topic. With 20 interviews with experts in the field, Christine has written a terrific reference for retirees to get their arms around this stage in life. Her book covers the numbers, the emotion and the structure for people entering the golden years. CHRISTINE BENZ is director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. In that role, she focuses on retirement and portfolio planning for individual investors. She also co-hosts a podcast for Morningstar, "The Long View", which features in-depth interviews with thought leaders in investing and personal finance. https://www.amazon.com/How-Retire-lessons-successful-retirement-ebook/dp/B0CP5X3TYK/ How to Retire How to Retire with Christine Benz The Numbers (Funding Retirement and Resilient Investing) The Transition to Retirement (AKA "The Countdown") With a plan in mind, what is the role a Dry Run with Retirement? The Buy-In: Getting consensus from spouses and family on what life will look like The First 2 years: The Importance of a Detailed Calendar How Are You Going to Use the Time? Having entered the role of caregiving, retirement may be more of a "job" than you think "End of Life": When Should you Give up the Keys and Long Term Care with CAROLYN MCCLANAHAN Estate Planning (with past "Wealth Actually" guest JENNY ROZELLE) With all of this frre time, how do spouses adjust to spending so much time together? https://www.youtube.com/watch?v=IN5C7Ko6XBY https://open.spotify.com/episode/50ZO3JLl4bAdf95b64UQIZ?si=XJEYU2h4ToG8rL_Qkou6eA https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/ Frazer Rice's "Wealth Actually"

Episode details come from the podcast's RSS feed.

Embed this episode

Ready to play

HOW TO RETIRE

No transcript yet.

Requests help us decide what to transcribe next.

Rich and Spiritual Anuja Patil : Wealth & Womanhood Mentor Podcast for Creative & Spiritual Female Leaders. Liberate your stories around money and spirituality. Master a language of money through sensuality & spirituality so your soul-led business thrives and flourishes. The Brendan Ecker Influence Brendan Scott Ecker The Brendan Ecker Influence is hosted by Brendan Scott Ecker — a 27-year-old American entrepreneur, Michigan real estate agent, CEO of Gold Shark Media Ai, founder of PassRE USA, investor, law enforcement officer, former NCAA two-sport athlete, and author of Beyond the Beat and How I Made My Dorm My Office. Ecker went from a middle-class “Matrix” upbringing to building a fast-growing digital brand, scaling multiple businesses, and growing a YouTube channel with over 27,000 subscribers. With a background in Criminology, law enforcement, and competitive athletics, he blends discipline, strategy, and mindset into everything he teaches. On this podcast, Brendan breaks down the real frameworks behind wealth, business, real estate, marketing, AI, geopolitics, mindset, and personal growth. He discusses the journey in growing his businesses, documenting the wins, failures, and the tactical steps that helped him escape Wealth, Wine and Wisdom Andy Fenton, Jason Whitton Financial worlds collide when real estate expert Jason Whitton and sharemarket expert Andy Fenton come together each Friday for a wine. Wealth, wine and wisdom - more wine than anything else - is a relaxed retrospective look back at what’s been happening this week in the world of wealth, and what might happen next week and beyond.Andy Fenton is Managing Director at Fenton Financial. Jason Whitton is co-founder of Positive Real Estate.

Frequently asked questions

When was this Wealth Actually episode published?

This episode was published on November 15, 2024.

Can I download this Wealth Actually episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.