Christine Benz’s How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement is a thought-provoking and practical guide to navigating one of life’s biggest transitions. Drawing on her expertise as Morningstar’s Director of Personal Finance, Benz compiles insights from 20 retirement thought leaders, each contributing a single lesson on what makes retirement fulfilling and financially secure. While the perspectives sometimes differ, the book offers a wealth of guidance for those planning their retirement or already living it. In this post, I’ll share some key lessons that stood out. One recurring theme from Benz’s interviews is the challenge of finding purpose after leaving the workforce. Retirement often brings a sudden shift in daily structure and a sense of identity. As one expert explains, “Serotonin gets released by our body as a way of rewarding us for maintaining a higher social status, and we lose that when we leave the workforce. In fact, it’s as if we had...
This blog represents the collective wisdom and insights from the regular meetings of a group of guys approaching or recently retired. We discuss topics from the practical financial and investment decisions to the spiritual and aspirational aspects of retirement. The content of the blog is written by a number of individuals and each post reflects their personal perspectives and views.