DiscoverCatching Up to FIRetirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117
Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117

Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117

Update: 2025-01-19
Share

Description

In this episode we welcome back Christine Benz, director of personal finance and retirement planning for Morningstar. Christine is one of the most respected thought leaders on the topic of retirement and shares insights from her new book, 'How to Retire'. We discuss the importance of preparing for retirement well in advance, building social networks, the significance of diversity in relationships, and more. Today's show is packed with valuable advice and a must listen for anyone approaching or in retirement. 
 

🔗Connect with us

☕️ Buy CUtFI a coffee

 Record a message for CUtFI

 

🔥🔥🔥 Check out our new partners and affiliates:

💰MyBudgetCoach
MyBudgetCoach is the only budgeting app to connect every user with a real-life coach
from Day 1. You pick the coach that resonates most with you from their directory. You
can message your coach or set up a one-on-one call with them for an additional fee.
Unlock 35 Days of free financial coaching and start making Smart Money Moves plus
receive 10% off subscription costs by entering code: Catchingup

 

🎓 Student Loan Planner
Get a custom student loan plan from our CFP®, CFA and CSLP® professionals.
Student Loan Planner has consulted on hundreds of millions in student debt and found
millions in forecasted student loan savings for clients they’ve worked with. They charge
a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off ‘Catching Up to FI’ discount, it's $495

👉🏼 Be sure to use this link: studentloanplanner.com/catchingup

 

📈 ProjectionLab
Build Financial Plans You Love. ProjectionLab is a financial modeling tool for people
seeking financial independence and retirement. Battle-test your plans against varying
market conditions and build confidence in your chance of success using. Monte Carlo
simulations. Get started for free. No sign-up or credit card required.

👉🏼 Be sure to use this link: projectionlab.com/catchingup

 

💸Lunch Money 
Lunch Money has been making personal finance management delightfully simple for the
modern-day spender since 2019 and steadily built a loyal customer base of thousands
of users in 30+ different countries. They have a pay-what-you-want pricing plan for
annual subscriptions starting at $50.

👉🏼 Be sure to use this link: https://lunchmoney.app/?fp_ref=catchingup

 

For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

 

Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

🌐 Morningstar

📗Order "How to Retire: 20 lessons for a happy, successful, and wealthy retirement" on Amazon

The Long View

John C. Bogle Center for Financial Literacy

Bogleheads Conference

William Bengen

opensocialsecurity.com

Bogleheads Conference 2023 - Jordan Grumet on Living without Regrets

bogleheads.org

 

Catching Up to FI Episodes mentioned:

The Life and Death of The 4% Rule | Christine Benz | 077

Social Security Made Simple | Mike Piper | 054

Mom and Dad, We Need to Talk | Cameron Huddleston | 048

How to Think About Money | Jonathan Clements | 040

Purpose, Identity, & Connection | Jordan Grumet | 022

Hard & Soft Sides of Retirement | Fritz Gilbert | 019

Say Cheese!: The Retirement Spending Smile | David Blanchett | 110

F-You Money Part 1 | JL Collins | 023

F-You Money Part 2 | JL Collins | 024

Pathfinders: Stories of Success and Financial Independence | JL Collins | 069

Pathfinders: Triumphs and Trials on the Road to Financial Independence | JL Collins | 070

Jennifer Rozelle (coming in February 2025)

 

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

 

Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.

Comments 
In Channel
loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117

Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117