03760cam a2200361 i 4500 1666283854 TxGeo 20241022120000.0 240801s2024||||||||||||||||||||||||eng|u 9781804090695 hbk. 1804090697 hbk. TxGeo rda Benz, Christine, author. How to retire : 20 lessons for a happy, successful, and wealthy retirement / Christine Benz. 20 lessons for a happy, successful, and wealthy retirement. Twenty lessons for a happy, successful, and wealthy retirement. Retire. Hampshire : Harriman House, 2024. xv, 314 pages ; 22 cm. txt rdacontent n rdamedia nc rdacarrier "Foreword by Jonathan Clements"--Cover. "Christine Benz - Director of Personal Finance and Retirement Planning for Morningstar"--Cover. Foreword: Jonathan Clements -- Introduction -- Lesson 1. Michael Finke: Visualize your in-retirement lifestyle -- Lesson 2. Fritz Gilbert: Lay the groundwork -- Lesson 3. Laura Carstensen: Nurture your relationships -- Lesson 4. Mary Beth Franklin: Get the most out of Social Security -- Lesson 5. David Blanchett: Understand how your spending might change -- Lesson 6. Jonathan Guyton: Create a spending plan -- Lesson 7. Ramit Sethi: Give yourself permission to spend on what matters to you -- Lesson 8. Wade Pfau: Know your retirement income style -- Lesson 9. William Bernstein: Set an asset allocation for your retirement portfolio -- Lesson 10. JL Collins: Stick to a simple investment plan -- Lesson 11. Christine Benz: Structure your portfolio for cash flows -- Lesson 12. Mark Miller: Make smart choices about housing -- Lesson 13. Maria Bruno: Focus on what you can control -- Lesson 14. Jamie Hopkins: Be adaptable as retirement unfolds -- Lesson 15. Mike Piper: Plan for taxes -- Lesson 16. Carolyn McClanahan: Plan for healthcare -- Lesson 17. Jean Chatzky: What women need to do differently -- Lesson 18. Cameron Huddleston: Communicate with your loved ones -- Lesson 19. Jennifer Rozelle: Create an estate plan -- Lesson 20. Jordan Grumet: Leave no regrets. "What are the secrets to a healthy, happy, and wealthy retirement? To answer that question, longtime Morningstar columnist and podcaster Christine Benz asked 20 retirement thought leaders to go deep on a single lesson that they believe contributes to success in retirement. These lessons range from nitty gritty financial matters to quality-of-life considerations that help pre-retirees and retirees maximize their “time on earth” allocations. On the financial side of the ledger, the book delves into knowing your retirement income style (Wade Pfau), understanding how your spending might change in retirement (David Blanchett), and organizing your portfolio to support in-retirement cash flows (William Bernstein). Other interviews probe softer but no less important considerations, such as how to spend in order to optimize happiness (Ramit Sethi), the value of burnishing relationships later in life (Laura Carstensen), and living life so that you have no regrets in the end (Jordan Grumet). These lessons help soon-to-retire and already-retired individuals and their advisors tackle retirement with confidence, wisdom, and a specific plan for maximizing their financial and human capital"-- Publisher. 20241022. Retirement Planning. Retirees Finance, Personal. Interviews. Self-help publications. QS5