Uploaded July 2025 | Updated September 2026, 2 weeks ago
Christine Benz, Director of Personal Finance at Morningstar and author of the new book How to Retire, shares 10 essential retirement planning lessons in this condensed video version of her 20-lesson book. Whether you're nearing retirement or already there, this comprehensive session provides clear, practical strategies to help you retire with confidence.
Topics covered include:
1. Holistic retirement planning that considers both financial and lifestyle goals
2. The benefits and practical steps of phased retirement
3. How to maximize Social Security and other non-portfolio income sources
4.Managing sequence risk and creating sustainable withdrawal plans
5.Using the bucket strategy to structure your retirement portfolio
6.Tax-smart retirement planning with IRAs, 401(k)s, and taxable accounts
7. Evaluating long-term care insurance, self-funding, and Medicaid options
8. Estate planning basics, including powers of attorney and beneficiary designations
9. Simplifying your investment portfolio for long-term ease and efficiency
10. When and how to engage a financial advisor for ongoing support
This session incorporates research from experts like Wade Pfau and Jonathan Guyton and addresses real-world questions about managing assets, withdrawals, and lifestyle transitions during retirement.
Learn more about Christine Benz and her work at Morningstar.com.(https://www.morningstar.com/)
Based on the book: How to Retire by Christine Benz. (tinyurl.com/2mfnncyz)
Christine Benz, Director of Personal Finance at Morningstar and author of the new book How to Retire, shares 10 essential retirement planning lessons in this condensed video version of her 20-lesson book. Whether you're nearing retirement or already there, this comprehensive session provides clear, practical strategies to help you retire with confidence.
Topics covered include:
1. Holistic retirement planning that considers both financial and lifestyle goals
2. The benefits and practical steps of phased retirement
3. How to maximize Social Security and other non-portfolio income sources
4.Managing sequence risk and creating sustainable withdrawal plans
5.Using the bucket strategy to structure your retirement portfolio
6.Tax-smart retirement planning with IRAs, 401(k)s, and taxable accounts
7. Evaluating long-term care insurance, self-funding, and Medicaid options
8. Estate planning basics, including powers of attorney and beneficiary designations
9. Simplifying your investment portfolio for long-term ease and efficiency
10. When and how to engage a financial advisor for ongoing support
This session incorporates research from experts like Wade Pfau and Jonathan Guyton and addresses real-world questions about managing assets, withdrawals, and lifestyle transitions during retirement.
Learn more about Christine Benz and her work at Morningstar.com.(https://www.morningstar.com/)
Based on the book: How to Retire by Christine Benz. (tinyurl.com/2mfnncyz)
