Christine Benz on the Keys to a Happy, Prosperous Retirement

In this rebroadcasted interview, Robert Brokamp speaks with Christine Benz, Director of Personal Finance at Morningstar, about her book "How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement." They discuss key takeaways from her interviews with 20 experts, including updated research on safe withdrawal rates, strategies for determining the optimal age to claim Social Security, the non-financial aspects of retirement planning, and the importance of balancing financial security with personal fulfillment in retirement. They also touch on asset allocation, Roth conversions, and tax planning, offering insights for listeners approaching or already in retirement.