How to Retire Successfully: There’s More to it Than Money

We are honored to welcome Christine Benz, author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement and director of personal finance and retirement planning at Morningstar, to our podcast. Whether you are planning for retirement or already retired, you’ll gain insight on how to find success in retirement financially and otherwise, from those who have studied retirement for decades.How to think about retirement spendingAvoiding common retirement challengesThe connection between relationships and success in retirement and lifeThe bucket approach to asset allocation – how to think about it and how it can add valueLong-term care decision making and options to exploreHow covid has impacted retirement, financially and non-financiallyTake your wealth to the next level with How To Build Your Next Million, our educational video course and ebook. You’ll learn the financial tools and strategies that will help you SAVE more, KEEP more of what you earn, GROW your portfolio, and PROTECT your nest egg to enhance your overall wealth.We’d love to hear from you! Email us questions, ideas, or feedback at [email protected].