How to Retire

20 Lessons for a Happy, Successful, and Wealthy Retirement

De: Christine Benz

Narrado por: Laurel Lefkow, Rachel Handshaw, Nezar Alderazi

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

To answer that question, longtime Morningstar columnist and podcaster Christine Benz asked 20 retirement thought leaders to go deep on a single lesson that they believe contributes to success in retirement.

These lessons range from nitty gritty financial matters to quality-of-life considerations that help pre-retirees and retirees maximize their “time on earth” allocations.

On the financial side of the ledger, the book delves into knowing your retirement income style (Wade Pfau), understanding how your spending might change in retirement (David Blanchett), and organizing your portfolio to support in-retirement cash flows (William Bernstein).

Other interviews probe softer but no less important considerations, such as how to spend in order to optimize happiness (Ramit Sethi), the value of burnishing relationships later in life (Laura Carstensen), and living life so that you have no regrets in the end (Jordan Grumet). These lessons help soon-to-retire and already-retired individuals and their advisors tackle retirement with confidence, wisdom, and a specific plan for maximizing their financial and human capital.

PLEASE NOTE: When you purchase this title, the accompanying PDF will be available in your Audible Library along with the audio.

©2024 Harriman House (P)2024 Macmillan Publishers International Ltd

Concise summary of diverse topics in Retirement

The unique Q & A format adds interesting takes on different aspects of Retirement. Christine Benz consolidates a lifetime of learning, writing and speaking on Retirement in an enjoyable primer for both neophytes and experienced adults!

Great book but not a great listen.

Great information but very hard to listen to one of the narrators. Bought the hard cover because I want to go back through some of the chapters and can’t listen to it again.

I loved the format and Christine asking questions and others answering…

This was both intellectually stimulating and a touch of honey on the tongue. Magic. Thanks Christine.

Thoughtful and thorough

This book included a thorough discussion of many domains to think through as one is approaching a retirement decision such as finances, relationships, health, and end of life. The book also gave clear guidance on the documents needed for managing one’s estate.

Had to return the audiobook

I was excited to get this book as I listen to podcasts that Christine has been interviewed on. The materials might be great and I will get the paperback book. I am only rating on the audio. The first chapter was unlistenable. There should be no reason that they should call out the narrator names when someone speaks. We understand who they are and it’s very hard to listen to that.

The names are probably auto generated and I would recommend that they take them out and republish the Audibook.

I am looking forward to getting the book though as the material is supposed to be great.

A Compilation of Knowledge on Retirement

This is a must read for anyone who is retiring or will be retiring at some point. In other words, everyone. Christine has gathered together the brightest minds on the subject of retiring and how to do it successfully which is not the same for everyone. Thank you sharing these discussions. Now it's up to execute the advice!!

A must read for anyone age 40+!

Well, I knew much of a content here. There were lots of details that were new or nuanced that were very helpful and insightful. I recommended to too many folks! It covers all the various areas of retirement from healthcare, taxes to planning estates, to how to invest your money and different strategies for distribution of retirement funds among many other important topics Great book.

Great book. Love Benz. Terrible audio

Great book. Love Benz. Terrible audio if you can get past the terrible voices and style it’s great material.

All your retirement questions in one book

The feature that I appreciated most in this book is that each chapter taps a different expert. Not only did this give me a comprehensive view of the many facets invloved with retirement it also gave me many new sources I could follow up with going forward. Overall this is a great resource for those planning for retirement and those who are looking to help their parents move into the next chapter of their lives. My only critique is some of the narration is so stilted and robotic it distracts from the content.

The interviewer style was perfect. The Bucket Strategy is my favorite.

I love the conversational approach with the interviews. Board topics but broken down and interweaving between financial and personal matters makes it easier to digest.