How to Retire: Know What ‘Enough’ Means in Retirement

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with personal finance expert Manisha Thakor to address the question of “What is enough?” when it comes to retirement.Do You Have Enough Financial Resources to Retire?How Retirement Spending Changes as We AgePlanning for Long-Term Care in Retirement  Non-Financial Planning for RetirementHow to Establish a Sense of Identity Away From WorkHow to Take a Phased Approach to Retirement  Key Takeaways Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.One big question that people often grapple with as they contemplate retirement is whether they'll have enough, financially and otherwise, in retirement. To help address that question, I sat down with author and personal finance expert, Manisha Thakor. She wrote a book called MoneyZen: The Secret to Finding Your "Enough". She is also the founder of MoneyZen, which is a financial education consultancy. More from Manisha ThakorBioMoneyZen.comMoneyZen: The Secret to Finding Your “Enough,” by Manisha ThakorManisha Thakor on The Long View: Finding Your Enough Read more from Christine Benz.How to Retire: Tips for Entering RetirementHow to Determine Your Expected Retirement DateA Retirement Readiness ChecklistHow Likely Are You to Need Long-Term Care?I’m Not Ready for Retirement (but I’m Not Waiting) Read about topics from this episode.Your Retirement Checklist Should Go Beyond Finances Watch more from How to Retire.How to Retire: Understand the Role of Working LongerHow to Retire: Stay Flexible with Your Retirement Spending Read what our team is writing:Christine Benz Follow Christine Benz on social media.X: https://x.com/christine_benzLinkedIn: https://www.linkedin.com/in/christine-benz-b83b523 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.