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Morningstar에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Morningstar 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Christine Benz: How to Retire

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Manage episode 440451535 series 2506692
Morningstar에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Morningstar 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

We’re doing something a little different this week. Amy Arnott and Dan Lefkovitz are flipping the microphone around and interviewing the anchor host of this podcast, Christine Benz, about her new her book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Christine is director of personal finance and retirement planning for Morningstar. She has been with the company since 1993, where she’s served as director of the fund research team, editor of Morningstar Mutual Funds, and cofounder of this podcast in 2019. She has written several books about investing. Christine is a proud graduate of the University of Illinois.

Background

Bio and archive

How to Retire

How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement by Christine Benz

The Psychology of Money by Morgan Housel

Nonfinancial Aspects of Retirement

Michael Finke

Jordan Grumet

Laura Carstensen

Annuities, Retirement Portfolio Planning, and Social Security

Wade Pfau

Retirement Income Style Awareness

William Bernstein

Fritz Gilbert/The Retirement Manifesto

The Ultimate Pre-Retirement Checklist,” by Fritz Gilbert, The Retirement Manifesto, March 27, 2018.

Freedom for Fido

Mary Beth Franklin

Jonathan Guyton

Decision Rules and Maximum Initial Withdrawal Rates,” by Jonathan Guyton and William Klinger, FPA Journal.

Jamie Hopkins

The Bucket Approach

Harold Evensky

The Bucket Approach to Building a Retirement Portfolio,” by Christine Benz, Morningstar.com, Nov. 23, 2022.

The Bucket Approach Is Flawed—Here’s a Better Way,” by Rob Berger, Forbes.com, Aug. 2, 2020.

Do You Need More Than 3 Buckets?” by Christine Benz and Susan Dziubinski, Morningstar.com, May 22, 2024.

Housing

Mark Miller

Healthcare, Long-Term Care, and Estate Planning

Carolyn McClanahan

Cameron Huddleston

Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances, by Cameron Huddleston, June 25, 2019.

Jennifer Rozelle

Other

Carl Richards: ‘Let’s Focus on Being a Little Less Wrong Tomorrow,‘” The Long View podcast, Morningstar.com, May 13, 2020.

  continue reading

300 에피소드

Artwork

Christine Benz: How to Retire

The Long View

648 subscribers

published

icon공유
 
Manage episode 440451535 series 2506692
Morningstar에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Morningstar 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

We’re doing something a little different this week. Amy Arnott and Dan Lefkovitz are flipping the microphone around and interviewing the anchor host of this podcast, Christine Benz, about her new her book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Christine is director of personal finance and retirement planning for Morningstar. She has been with the company since 1993, where she’s served as director of the fund research team, editor of Morningstar Mutual Funds, and cofounder of this podcast in 2019. She has written several books about investing. Christine is a proud graduate of the University of Illinois.

Background

Bio and archive

How to Retire

How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement by Christine Benz

The Psychology of Money by Morgan Housel

Nonfinancial Aspects of Retirement

Michael Finke

Jordan Grumet

Laura Carstensen

Annuities, Retirement Portfolio Planning, and Social Security

Wade Pfau

Retirement Income Style Awareness

William Bernstein

Fritz Gilbert/The Retirement Manifesto

The Ultimate Pre-Retirement Checklist,” by Fritz Gilbert, The Retirement Manifesto, March 27, 2018.

Freedom for Fido

Mary Beth Franklin

Jonathan Guyton

Decision Rules and Maximum Initial Withdrawal Rates,” by Jonathan Guyton and William Klinger, FPA Journal.

Jamie Hopkins

The Bucket Approach

Harold Evensky

The Bucket Approach to Building a Retirement Portfolio,” by Christine Benz, Morningstar.com, Nov. 23, 2022.

The Bucket Approach Is Flawed—Here’s a Better Way,” by Rob Berger, Forbes.com, Aug. 2, 2020.

Do You Need More Than 3 Buckets?” by Christine Benz and Susan Dziubinski, Morningstar.com, May 22, 2024.

Housing

Mark Miller

Healthcare, Long-Term Care, and Estate Planning

Carolyn McClanahan

Cameron Huddleston

Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances, by Cameron Huddleston, June 25, 2019.

Jennifer Rozelle

Other

Carl Richards: ‘Let’s Focus on Being a Little Less Wrong Tomorrow,‘” The Long View podcast, Morningstar.com, May 13, 2020.

  continue reading

300 에피소드

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