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Christine Benz on the Keys to a Happy, Prosperous Retirement

Jul 19, 2025 ()

Christine Benz is the director of personal finance at Morningstar and the author of “How to Retire: 20 lessons for a Happy, Successful, and Wealthy Retirement.” In this rebroadcast of an interview recorded last November, Benz joined Motley Fool financial planning expert Robert Brokamp to discuss:

- Updated research on safe withdrawal rates in retirement

- When and how to de-risk your portfolio as retirement approaches

- The right age to claim Social Security

- Whether retirement is healthy for most people

- Benz’s advice to “find your micro-joys” and “don't be afraid to be a weirdo"

Host: Robert Brokamp

Guests: Christine Benz

Engineers: Dan Boyd

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