Retirement Is More Than a Number
For advisors working with clients near or in retirement, the episode focuses on the questions that arise after saving enough, including income sustainability and the emotional adjustment to leaving work.
Summary
By the retirement & income deskSavant Wealth Management's The Real Return episode features Zach Ivey in conversation with Christine Benz about retirement as a major life transition rather than a finish line. They discuss what separates people who simply retire from those who thrive, including building a sustainable income plan and the emotional side of leaving a career. A Real Wrap-Up segment with Rob Morrison and Jack Phelps translates the conversation into practical first steps for people approaching or already in retirement.
- Christine Benz is director of personal finance and retirement planning at Morningstar and author of How to Retire.
- The conversation explores what separates people who simply retire from those who thrive in retirement.
- Topics include building a sustainable income plan and navigating the emotional side of leaving a career behind.
- A follow-up segment with Rob Morrison and Jack Phelps offers practical first steps for people approaching or already living in retirement.
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