How to retire 20 lessons for a happy, successful, and wealthy retirement

Christine Benz

Book - 2024

The author asks each of twenty retirement thought leaders for a single lesson that they believe contributes to success in retirement.

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Subjects
Published
Hampshire, Great Britain : Harriman House 2024.
Language
English
Main Author
Christine Benz (author)
Other Authors
Jonathan Clements (writer of foreword)
Physical Description
xv, 314 pages ; 22 cm
Bibliography
Includes bibliographical references.
ISBN
9781804090695
  • Foreword: Jonathan Clements
  • Introduction
  • Lesson 1. Michael Finke
  • Visualize Your In-Retirement Lifestyle
  • Lesson 2. Fritz Gilbert
  • Lay the Groundwork
  • Lesson 3. Laura Carstensen
  • Nurture Your Relationships
  • Lesson 4. Mary Beth Franklin
  • Get the Most Out of Social Security
  • Lesson 5. David Blanchett
  • Understand How Your Spending Might Change
  • Lesson 6. Jonathan Guyton
  • Create a Spending Plan
  • Lesson 7. Ramit Sethi
  • Give Yourself Permission to Spend on What Matters to You
  • Lesson 8. Wade Pfau
  • Know Your Retirement Income Style
  • Lesson 9. William Bernstein
  • Set an Asset Allocation for Your Retirement Portfolio
  • Lesson 10. JL Collins
  • Stick to a Simple Investment Plan
  • Lesson 11. Christine Benz
  • Structure Your Portfolio for Cash Flows
  • Lesson 12. Mark Miller
  • Make Smart Choices about Housing
  • Lesson 13. Maria Bruno
  • Focus on What You Can Control
  • Lesson 14. Jamie Hopkins
  • Be Adaptable as Retirement Unfolds
  • Lesson 15. Mike Piper
  • Plan for Taxes
  • Lesson 16. Carolyn McClanahan
  • Plan for Healthcare
  • Lesson 17. Jean Chatzky
  • What Women Need to Do Differently
  • Lesson 18. Cameron Huddleston
  • Communicate with Your Loved Ones
  • Lesson 19. Jennifer Rozelle
  • Create an Estate Plan
  • Lesson 20. Jordan Grumet
  • Leave No Regrets
  • Conclusion
  • Acknowledgments
  • About the Author