EP 91 The Human Side of Retirement Planning with Morningstar's Christine Benz, Director of Personal Finance and Author of "How To Retire"

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I’m absolutely thrilled and honored to welcome the incredible Christine Benz In the Suite. Christine, director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. is an absolute trailblazer in personal finance and a trusted voice in retirement planning, portfolio management, and financial literacy.

For over three decades strong, Christine doesn’t just explain personal finance—she redefines it. 

As co-host of Morningstar’s podcast The Long View, soon to be topping over 300 episodes, Christine is on the forefront of finance, talking to today’s most influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.

Christine has earned numerous accolades, including being named one of Barron’s 100 most influential women in finance and a 2021 honoree as one of the 10 most influential women in wealth management. You know her as a frequent public speaker and widely quoted in the media, The New York Times, The Wall Street Journal, Barron’s, and even PBS, and she serves as president of the board for the John C. Bogle Center for Financial Literacy, making her a beacon in financial education.

But that’s not all. 

She’s a triple threat in the book world? Her latest bestseller, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement, is packed with wisdom from 20 top experts and names you’ll recognize. Her earlier books, 30-Minute Money Solutions and The Morningstar Guide to Mutual Funds, prove she’s on a mission to make personal finance less intimidating—and a whole lot more doable.

In today’s episode, we dive deep into the insights and inspiration behind Christine Benz’s latest book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Christine takes us on a journey through the book’s creation to insights into women’s unique financial challenges, from Jean Chatsky, Mary Beth Franklin, and Laura Carstensen. We’ll also explore Christine’s own philosophy on balancing finances with life’s intangible joys and her passion for fostering financial literacy among underserved communities.

Christine’s journey is a blueprint for turning knowledge into impact and passion into purpose. Don’t miss this episode as we uncover her mission to educate, inspire, and elevate investors—right here, In the Suite.

🔗 Links
How to Retire on Amazon
Christine Benz on LinkedIn
Christine Benz on X
The Long View Podcast with Christine Benz
Morningstar Website 

📚 Referenced Books
The Psychology of Money by Morgan Housel
The Geometry of Wealth by Brian Portnoy
Tell Me Everything Elizabeth Strout
Be Ready When the Luck Happens: A Memoir - Ina Garten 

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