Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and retirees maximize their financial confidence.

Casey Wheat is a certified financial planner and president of Howard Bailey Financial.

His newest book, Job Optional, is a Wall Street

Journal bestseller and is available now on Amazon and at Retirewithpurpose.com. He's your host on

Retire with Purpose. Hey, I'm Casey, and I believe in retirement strategies that are driven

by meaning and purpose. Join me this week and every week as we discuss thoughts and ideas

with some of today's foremost experts in the field of finance and retirement, as well as

discussing trending topics that could impact your bottom line. These discussions can help you

make better financial decisions so you can live the lifestyle

you've always imagined and deserved. Welcome to the show.

Today we're speaking with Christine Benz. Christine is the Director of Personal Finance at Morningstar,

one of the largest research institutions in the financial world. She is also the director of personal finance at Morningstar, one of the largest research institutions in the

financial world. She is also the author of 30-minute money solutions, a step-by-step guide

to managing your finances, and the Morning Star Guide to Mutual Funds, five-star strategies

for success, and just a prolific all-around writer on the topic of retirement.

Whenever I put together our weekend reading emails, which we send out every Friday,

it's hard for me not to include at least one of Christine's articles.

She has an incredible range of knowledge and expertise and a very unique perspective

that has proven invaluable throughout her career.

In today's conversation, we discussed the path Christine took into the world of finance.

We dig into the benefits and drawbacks of being a DII investor and simple strategies you can

apply right now to build a strong foundation to retire, no matter

...