How to Retire
20 Lessons for a Happy, Successful, and Wealthy Retirement
Harriman House · Print & ebook · September 17, 2024
What are the secrets to a healthy, happy, and wealthy retirement?
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- Who it’s for
- Retirement planning meets the less spreadsheet-friendly questions of a life well spent.
- Genres
- Retirement Planning, Wealth Management, Aging Gracefully
- Published
- Harriman House, September 17, 2024
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Start with this bookAbout this book
What are the secrets to a healthy, happy, and wealthy retirement? To answer that question, longtime Morningstar columnist and podcaster Christine Benz asked 20 retirement thought leaders to go deep on a single lesson that they believe contributes to success in retirement. These lessons range from nitty gritty financial matters to quality-of-life considerations that help pre-retirees and retirees maximize their “time on earth” allocations.
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On the financial side of the ledger, the book delves into knowing your retirement income style (Wade Pfau), understanding how your spending might change in retirement (David Blanchett), and organizing your portfolio to support in-retirement cash flows (William Bernstein). Other interviews probe softer but no less important considerations, such as how to spend in order to optimize happiness (Ramit Sethi), the value of burnishing relationships later in life (Laura Carstensen), and living life so that you have no regrets in the end (Jordan Grumet). These lessons help soon-to-retire and already-retired individuals and their advisors tackle retirement with confidence, wisdom, and a specific plan for maximizing their financial and human capital.
Beyond the Numbers
Retirement planning meets the less spreadsheet-friendly questions of a life well spent.
Come here for
- Financial choices alongside questions of happiness, relationships, and regret
- Perspectives from retirement thinkers on money and quality of life
Expect
- Focused lessons rather than one all-purpose retirement formula
- Attention to income planning and what makes time meaningful
Where it sits
| Retirement Planning | 100% |
|---|---|
| Aging Gracefully | 32% |
| Wealth Management | 29% |
Percentages are BookFrontier’s reading of the book.
Publisher categories
- Investing (Personal)
- Managing Your Money
- Retirement Planning
- Authors
- Christine Benz
- Publisher
- Harriman House
- Published
- September 17, 2024
- Format
- Print & ebook
- Reading lane
- Investing (Personal)