How to Retire: 20 Lessons for a Happy, Wealthy Retirement by Christine Benz - Non Fiction - Paperback

Details
Condition: BRAND NEW
Format: Paperback
ISBN: 9781804090695
Publisher: Harriman House
Age Range: Adult (18+)

Overview
How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement is a practical guide from Morningstar's director of personal finance, Christine Benz. Drawing on interviews with twenty leading retirement thinkers, Benz distils the financial and lifestyle wisdom needed to navigate retirement with confidence. This paperback is essential reading for anyone approaching or already in retirement, or advising clients on making the most of their later years.

About the Book
Retirement is rarely just a financial puzzle — it is also a profound life transition, and Christine Benz's How to Retire tackles both sides with equal rigour. Rather than offering a single formula, Benz gathered twenty retirement thought leaders and asked each to share the one lesson they believe matters most for a successful retirement. The result is a rich, varied collection of insights spanning income planning, withdrawal strategies, healthcare costs, and estate considerations, alongside softer but equally vital themes such as how to spend money in ways that genuinely boost happiness, the importance of nurturing relationships in later life, and how to approach ageing without regret. Contributors featured include voices such as Ramit Sethi on optimising spending for happiness, Laura Carstensen on the value of relationships, and Jordan Grumet on living without regrets. Each chapter distils complex financial planning concepts into clear, actionable guidance while never losing sight of the human side of retirement — purpose, identity, and wellbeing. Whether readers are years away from retiring or already settled into post-work life, the book offers a structured way to maximise both financial capital and "human capital" — time, health, and relationships. It is equally valuable for advisors seeking a holistic framework for clients.

• Twenty distinct lessons from leading retirement and personal finance experts
• Covers both financial planning and lifestyle/wellbeing aspects of retirement
• Written by a trusted, widely-quoted Morningstar personal finance authority
• Practical, actionable guidance rather than abstract theory
• Ideal gift for pre-retirees, retirees, and financial advisors alike
• Brand new paperback edition, published by Harriman House

About the Author
Christine Benz is Morningstar's director of personal finance and retirement planning, a role held since 2008. She writes a widely-read column on Morningstar.com and co-hosts The Long View podcast, featuring interviews with leading investing and personal finance thinkers. She is frequently quoted in the Wall Street Journal and The New York Times, and has appeared on CNBC and Fox Business News.

Why You'll Love This Book
Packed with real-world wisdom from twenty respected experts, this book balances hard financial planning with the softer questions that truly define a happy retirement — making it a thoughtful, practical companion for this major life transition.

Please Note: Please note the cover image displayed is for illustrative purposes; you will receive the UK paperback edition with the ISBN as stated above.