How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement by Christine Benz - Paperback - Morningstar Retirement Planning Guide

Details Condition: BRAND NEW Format: Paperback ISBN: 9781804090695 Publisher: Harriman House Age Range: Adult (18+) Overview How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement is a practical guide from Morningstar's director of personal finance, Christine Benz. Drawing on interviews with twenty leading retirement thinkers, Benz distils the financial and lifestyle wisdom needed to navigate retirement with confidence. This paperback is essential reading for anyone approaching or already in retirement, or advising clients on making the most of their later years. About the Book Retirement is rarely just a financial puzzle — it is also a profound life transition, and Christine Benz's How to Retire tackles both sides with equal rigour. Rather than offering a single formula, Benz gathered twenty retirement thought leaders and asked each to share the one lesson they believe matters most for a successful retirement. The result is a rich, varied collection of insights spanning income planning, withdrawal strategies, healthcare costs, and estate considerations, alongside softer but equally vital themes such as how to spend money in ways that genuinely boost happiness, the importance of nurturing relationships in later life, and how to approach ageing without regret. Contributors featured include voices such as Ramit Sethi on optimising spending for happiness, Laura Carstensen on the value of relationships, and Jordan Grumet on living without regrets. Each chapter distils complex financial planning concepts into clear, actionable guidance while never losing sight of the human side of retirement — purpose, identity, and wellbeing. Whether readers are years away from retiring or already settled into post-work life, the book offers a structured way to maximise both financial capital and "human capital" — time, health, and relationships. It is equally valuable for advisors seeking a holistic framework for clients. Twenty distinct lessons from leading retireme