Episode 250: How to Retire with Author Christine Benz

Ever wondered how to navigate retirement planning with both financial security and personal fulfillment in mind?
In this episode of the Women's Money Wisdom Podcast, Melissa Joy, CFP®, CDFA® sits down with Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar and author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Christine shares her approach to retirement planning, highlighting strategies like annuities, cash flow management, and balancing time-tested methods with innovative ideas. Gain insights into navigating retirement complexities with an open mind and a strategic outlook.
We delve into managing retirement finances, including equity compensation, tax strategies, and post-retirement financial decisions. Christine provides actionable tips on handling restricted stock units (RSUs), Roth conversions, and optimizing portfolios based on risk tolerance and long-term goals. Generational lessons and past market experiences add valuable perspective.
Christine also emphasizes balancing financial planning with personal fulfillment. Inspired by real-life stories, we discuss aligning work with passions, transitioning gradually into retirement, and making intentional choices for a meaningful future.
Listen and Learn:
• Holistic Retirement Planning: Key strategies like annuities and cash flow management for financial stability.
• Smart Tax and Investment Moves: Tips on RSUs, Roth conversions, and portfolio optimization.
• Generational Insights: Lessons from past market downturns and diverse viewpoints.
• Purposeful Living: Align financial plans with personal passions for a fulfilling retirement.
Join us for practical advice and inspiration to help you create a secure and meaningful retirement. Tune in today!
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