Morningstar

How to Retire: Tips for Entering Retirement

Morningstar’s Christine Benz explores the keys to a healthy, happy, and wealthy retirement in her new book and podcast series.

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In How to Retire: 20 Lessons For a Happy, Successful, and Wealthy Retirement, Morningstar’s Christine Benz interviews 20 top experts about how to manage various aspects of retirement. Benz, who is Morningstar’s director of personal finance and retirement planning, takes a holistic approach to retirement in her new book. She covers financial topics like how your spending will change and Social Security planning, along with softer considerations like the value of nurturing relationships later in life.

Read Excerpts from How to Retire

Get exclusive sneak peeks of How to Retire on Morningstar.com. Here is the first of the series:

Bonus Lessons: Check Out the How to Retire Podcast

Benz is also launching a companion podcast to the How to Retire book. She’ll be talking with additional financial experts about key retirement decisions. The podcast will feature these conversations and give listeners actionable retirement lessons that complement those in the book.

How to Retire: Stay Flexible with Your Retirement Spending

Derek Tharp discusses how to adjust your spending throughout retirement.
17m 59s

Catch the How to Retire podcast on Wednesdays in the Investing Insights feed starting on Sept. 18. Listen to the latest episode:

Here’s a rundown of the guests and the topics they’ll discuss. We’ll link to the video of each episode when it’s released, so check back in weekly:

More from Christine Benz on How to Retire

The author or authors do not own shares in any securities mentioned in this article. Find out about Morningstar’s editorial policies.

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About the Authors

Christine Benz

Director
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Christine Benz is director of personal finance and retirement planning for Morningstar, Inc. She is also the author of a new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement (Sept. 2024, Harriman House). She co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and personal finance.

Benz joined Morningstar in 1993. Before assuming her current role she served as a mutual fund analyst and headed up Morningstar’s team of fund researchers in the U.S. She also served as editor of Morningstar Mutual Funds and Morningstar FundInvestor.

She is a frequent public speaker and is widely quoted in the media, including The New York Times, The Wall Street Journal, Barron’s, CNBC, and PBS. In 2020, Barron’s named her to its inaugural list of the 100 most influential women in finance; she appeared on the 2021 list as well. In 2021, Barron’s named her as one of the 10 most influential women in wealth management.

She holds a bachelor’s degree in political science and Russian language from the University of Illinois at Urbana-Champaign.

Margaret Giles

Editor
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Margaret Giles is a content development editor for Morningstar. With a focus on individual investors, she supports digital content experiences that cover a range of topics, including portfolio decisions and other personal finance questions.

Giles joined Morningstar's editorial team in 2019 as a data journalist for Morningstar.com. She transitioned to her current position in content development in 2023. Giles holds bachelor's degrees in economics and Spanish from Grinnell College.

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