Description

What does it take to achieve a fulfilling, financially secure retirement? To explore this question, veteran Morningstar columnist and podcaster Christine Benz invited 20 top retirement experts to share a key lesson they believe is essential for retirement success.

Their insights cover both financial strategies and lifestyle choices to help retirees make the most of their time. On the financial side, the book explores how to determine the best retirement income approach (Wade Pfau), anticipate changes in spending habits during retirement (David Blanchett), and structure a portfolio to generate reliable income (William Bernstein).

Beyond finances, the book also examines crucial aspects of personal fulfillment, such as using money to enhance happiness (Ramit Sethi), strengthening relationships in later life (Laura Carstensen), and living in a way that minimizes regrets (Jordan Grumet).

With these lessons, retirees, those approaching retirement, and their financial advisors can confidently navigate this life stage with a clear plan for both financial success and personal well-being.