Episode 73: Christine Benz discusses her new book, How to Retire, host Rick Ferri

Christine Benz, Director of Personal Finance and Retirement Planning for Morningstar, discusses her new book, "How to Retire," which emphasizes the non-financial aspects of retirement planning. The conversation highlights the importance of visualizing one's post-retirement lifestyle, nurturing relationships, and understanding potential changes in spending habits. Benz stresses that successful retirement involves finding purpose, maintaining social connections, and adapting to new realities. She also touches on key financial considerations such as Social Security strategies, dynamic spending plans, and creating a simple, manageable investment portfolio. The discussion underscores the need for adaptability and open communication with loved ones to ensure a fulfilling retirement.