In this episode Dr. Tom and Christine Benz talk about why retirement isn’t just a maths problem. It’s more than numbers and savings – it’s about relationships, purpose and redefining what this next chapter can look like. Rather than seeing retirement as the end of work, what if we saw it as the beginning of something new? Tune in to rethink retirement – it’s not just a financial milestone but a meaningful life transition.

Considerations

Please note the views expressed by contributors to this podcast are their own and should not be taken as advice. If you need advice, please speak to a financial adviser.

AI was used in the editing of this podcast.

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The podcast host – Dr. Tom

Dr Thomas Mathar (or Dr. Tom) is not only an author, podcast host, and speaker on all things financial wellbeing – he’s also an expert in financial psychology, behavioural science, and longevity education.

Dr. Tom has a unique drive to help you live a happy, long and rich life. You can pick up positive new habits on the Money:Mindshift podcast, or check out Dr. Tom's new book: Your Path to Prosperity: How to fund a happy and long life.

Follow Tom on LinkedIn.

And thank you to our guest Christine Benz

Chirstine Benz is director of Personal Finance and Retirement Planning at Morningstar. She's also the author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement – a book that coaches people on the decisions that contribute to a successful retirement.

The Long View podcast, Morningstar.

Morningstar.com

Retirement card example Tom shared with Christine