How to Retire: Know What ‘Enough’ Means in Retirement

Manisha Thakor discusses how to manage life after work.

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with personal finance expert Manisha Thakor to address the question of “What is enough?” when it comes to retirement.

00:55 Do You Have Enough Financial Resources to Retire?

5:08 How Retirement Spending Changes as We Age

07:03 Planning for Long-Term Care in Retirement

10:07 Non-Financial Planning for Retirement

13:44 How to Establish a Sense of Identity Away From Work

16:25 How to Take a Phased Approach to Retirement

19:24 Key Takeaways



Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.

One big question that people often grapple with as they contemplate retirement is whether they'll have enough, financially and otherwise, in retirement. To help address that question, I sat down with author and personal finance expert, Manisha Thakor. She wrote a book called MoneyZen: The Secret to Finding Your "Enough". She is also the founder of MoneyZen, which is a financial education consultancy.

What are the secrets to a healthy, happy, and wealthy retirement? Find out with Christine Benz’s new book, “How to Retire.” https://linktr.ee/christine_benz



More from Manisha Thakor

Bio   / manishathakor  

MoneyZen.com https://moneyzen.com/

MoneyZen: The Secret to Finding Your “Enough,” by Manisha Thakor https://moneyzen.com/moneyzen-book/

Manisha Thakor on The Long View: Finding Your Enough https://www.morningstar.com/financial...



Read more from Christine Benz.

How to Retire: Tips for Entering Retirement https://www.morningstar.com/retiremen...

How to Determine Your Expected Retirement Date https://www.morningstar.com/retiremen...

A Retirement Readiness Checklist https://www.morningstar.com/personal-...

How Likely Are You to Need Long-Term Care? https://www.morningstar.com/retiremen...

I’m Not Ready for Retirement (but I’m Not Waiting) https://www.morningstar.com/retiremen...



Read about topics from this episode.

Your Retirement Checklist Should Go Beyond Finances https://www.morningstar.com/personal-...



Watch more from How to Retire.

How to Retire: Understand the Role of Working Longer    • How to Retire: Understand the Role of...  

How to Retire: Stay Flexible with Your Retirement Spending    • How to Retire: Stay Flexible with You...  



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