What are the secrets to a healthy, happy, and wealthy retirement? To answer that question, longtime Morningstar columnist and podcaster Christine Benz asked 20 retirement thought leaders to go deep on a single lesson that they believe contributes to success in retirement. These lessons range from nitty gritty financial matters to quality-of-life considerations that help pre-retirees and retirees maximize their “time on earth” allocations.

On the financial side of the ledger, the book delves into knowing your retirement income style (Wade Pfau), understanding how your spending might change in retirement (David Blanchett), and organizing your portfolio to support in-retirement cash flows (William Bernstein). Other interviews probe softer but no less important considerations, such as how to spend in order to optimize happiness (Ramit Sethi), the value of burnishing relationships later in life (Laura Carstensen), and living life so that you have no regrets in the end (Jordan Grumet). These lessons help soon-to-retire and already-retired individuals and their advisors tackle retirement with confidence, wisdom, and a specific plan for maximizing their financial and human capital.

Retirement is a journey, not just a destination. "How to Retire: 20 lessons for a happy, successful, and wealthy retirement" invites readers to redefine their golden years with wise financial choices, meaningful pursuits, and peace of mind. This insightful guide provides the essential tools to plan for a future that is both financially secure and personally fulfilling.

Delve into 20 pivotal lessons designed to transform your perspectives on retirement, ensuring a life filled with purpose and prosperity during your post-career years and fostering habits that inspire a thriving lifestyle.

Planning early for retirement increases both financial security and personal contentment. Balancing meaningful activities with relaxation enhances retirement happiness and fulfillment. Diversifying income streams is essential for sustainable wealth in retirement years.

This book goes beyond conventional retirement advice by addressing both the financial and emotional aspects of this life stage. Readers will find practical strategies to manage their savings effectively ensuring a stable financial future that supports their dreams and ambitions while being mindful of potential risks and challenges. Each lesson is crafted to guide you through the labyrinth of retirement planning with insights from experts who have walked the path before.

Discover the importance of nurturing relationships staying active and pursuing new interests to maintain a healthy satisfying lifestyle. Through real-life examples and profound wisdom the book illuminates the intricacies of transitioning from a career-focused life to one centered on personal growth and fulfillment. With its invaluable advice readers will learn to navigate the complexities of retirement while celebrating the freedom it offers.

Embrace a comprehensive approach to retirement where achieving goals is just as important as cherishing day-to-day moments. This book serves as a roadmap to a future filled with optimism and readiness unlocking the unique potential of your retirement years.

What sets this book apart is its holistic approach to retirement combining financial guidance with emotional well-being to help readers embrace this life stage fully The lessons are presented in a relatable engaging manner enriched by interviews and anecdotes from individuals who have successfully navigated their retirement Readers will appreciate the emphasis on cultivating a vibrant retirement lifestyle empowering them with knowledge and inspiration to pursue lifelong dreams and create new ones.