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How to Retire

Christine Benz

Synopsis

'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

Details

17 September 2024
336 pages
9781804090695
Imprint: Harriman House

About the author

Christine Benz is director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. She also co-hosts a podcast for Morningstar, The Long View. She has been widely quoted in the media, including The New York Times, The Wall Street Journal, Barron’s, CNBC, and PBS. Barron’s named her to its list of the 100 most influential women in finance, and as one of the 10 most influential women in wealth management. Benz is the author of How to Retire, 30-Minute Money Solutions; co-author of Morningstar® Guide to Mutual Funds; and author of that book’s second edition.

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

Media enquiries

If you'd like to get in touch with the author for interview or comment, or you'd like a review copy of this book, please contact us at pr@harriman-house.com or call +44 (0)1730 233870.

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Bulk purchases

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