How to Retire: Know What ‘Enough’ Means in Retirement

2024/10/2

Investing Insights

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Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine sits down with personal finance expert Manisha Thakor to address the question of “What is enough?” when it comes to retirement.Do You Have Enough Financial Resources to Retire?

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Planning for Long-Term Care in Retirement

Non-Financial Planning for Retirement

How to Establish a Sense of Identity Away From Work

How to Take a Phased Approach to Retirement

Key Takeaways

Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire). Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.

One big question that people often grapple with as they contemplate retirement is whether they'll have enough, financially and otherwise, in retirement. To help address that question, I sat down with author and personal finance expert, Manisha Thakor. She wrote a book called MoneyZen: The Secret to Finding Your "Enough". She is also the founder of MoneyZen, which is a financial education consultancy.

More from Manisha Thakor

Bio)

MoneyZen.com)

MoneyZen: The Secret to Finding Your “Enough,” by Manisha Thakor)

Manisha Thakor on The Long View: Finding Your Enough)

Read more from Christine Benz.

How to Retire: Tips for Entering Retirement)

How to Determine Your Expected Retirement Date)

A Retirement Readiness Checklist)

How Likely Are You to Need Long-Term Care?)

I’m Not Ready for Retirement (but I’m Not Waiting))

Read about topics from this episode.