At The Money: The Right Way to Spend Your Money in Retirement

Masters in Business

Bloomberg

Business, Entrepreneurship, Investing

4.4 • 2.2K Ratings

🗓️ 16 July 2025

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

One of the biggest challenges of retirement is actually spending your money! After decades of working, saving, and investing, pivoting to spending down your accumulated wealth can be surprisingly difficult.

Christine Benz is the Director of Personal Finance and Retirement Planning at Morningstar. She's published numerous books on retirement, most recently, “How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement.”

Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

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Transcript

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0:00.0	This episode is brought to you by Charles Schwab.
0:03.1	When is the right time to sell a stock?
0:05.6	How do you protect against inflation?
0:07.7	Financial decisions can be tricky.
0:10.0	Your cognitive and emotional biases can lead you astray.
0:13.6	Financial Decoder, an original podcast from Charles Schwab can help.
0:18.0	Listen at Schwab.com slash financial decoder.
0:23.2	Hi, I'm Lisa Mateo, introducing you to the new Stockmovers report from Bloomberg.
0:29.7	These are short audio reports, five minutes or less, delivered right to your podcast feed throughout the day.
0:36.2	Stockmovers fills you in on the day's winners and losers on Wall Street
0:40.0	and tells you about the news and data that's driving those gains and losses.
0:44.2	If you want to stay plugged into the stock market,
0:46.4	but don't want to spend all day watching tickers scroll across your screen,
0:50.8	then Stock Movers is a place for you to get informed.
0:56.2	Listen a couple times throughout the day to find out what's moving equities and why. Search for stock movers on Apple Podcasts,
1:02.7	Spotify, or anywhere else you listen. Get the latest stock news and data backed by reporting
1:09.2	from Bloomberg's 3,000 journalists and analysts across the globe.
1:14.1	Subscribe to stock movers wherever you get your podcasts.
1:21.5	Bloomberg Audio Studios, Podcasts Radio News
1:28.3	Speak to any financial advisor and they'll tell you, one of the biggest challenges they have professionally is getting clients
1:45.8	to actually spend their money. After decades of working and saving and investing, making the
1:53.1	turn to spending money can be a challenge. I'm Barry Rittaltz, and on today's edition of
	...

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