4.4 • 3K Ratings
🗓️ 19 July 2025
⏱️ 39 minutes
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0:00.0 | I do think that we have a tendency to kind of want to fall back on how our parents did retirement |
0:07.0 | or how the people around us are pursuing retirement. |
0:10.0 | But it's a really lovely life stage to take a step back and think about what you're going for |
0:16.0 | and create a retirement plan that's very customized to what you want to do. |
0:24.0 | I'm Robert Brokamp, and that was Christine Bens, Director of Personal Finance at Morningstar |
0:28.6 | and the author of How to Retire, 20 Lessons for a Happy, Successful, and Wealthy Retirement. |
0:34.1 | In this rebroadcast of an interview that first aired last November, Christine and I discuss her book |
0:38.3 | and some of its main takeaways, including updated research on safe with jaw rates, right age to claim |
0:43.3 | Social Security, whether retirement is actually good for our health, and the value of being a weirdo. |
0:52.3 | So, Christine, your excellent new book is a series of interviews with 20 experts, each of |
0:57.0 | whom have some sort of lesson about some aspect of retirement planning. |
1:00.0 | So even though I'm interviewing you for this episode, I sort of feel like I'm actually |
1:05.0 | interviewing a panel of experts and you're the spokesperson. |
1:08.0 | That's a good way to think about it. |
1:10.0 | That's how I've been thinking about representing the book because I do not want to take |
1:14.5 | ownership for all of the great contributions in the book. |
1:17.9 | They really belong to the people that I interviewed. |
1:20.1 | And frankly, that's something I really liked about the project, sort of the humility. |
1:24.5 | I don't have to deal with my own imposter syndrome and pretend to have all the |
1:28.2 | answers about things that are not right in my wheelhouse like health care planning and retirement |
1:33.7 | or, you know, estate planning, things like that. It leans on external experts. And so I really liked |
1:39.3 | the, you know, sort of humility that that suggests. Well, you definitely included many of the people who I respect the most when it comes to |
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