Living with Intention: Insights from Christine Benz on Retirement Success (ep.85)

Welcome to episode 85 of the Boldin Your Money Podcast! 🎙️ In this episode, Steve Chen 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. Packed with actionable insights, this conversation dives deep into essential retirement planning strategies, from tax-efficient investing and dynamic spending to the groundbreaking bucket portfolio approach.

Christine shares her expertise on topics like managing retirement decumulation, planning for long-term care, and building financial confidence. Learn how to optimize Social Security, leverage Roth IRA strategies, and safeguard against financial fraud. Discover the importance of living with intention, nurturing social connections, and finding purpose in retirement.

Whether you’re a retirement planner, financial advisor, or someone focused on personal finance, this episode offers invaluable guidance for navigating the complexities of retirement planning. Plus, hear about generational wealth transfer, lifetime giving, and the growing importance of estate planning governance.

🔑 Key topics covered:
Tax-efficient retirement income strategies
Bucket approach investing
Longevity and cognitive decline prevention
Social connections and purpose in retirement

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https://go.boldin.com/podcastep85

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