5 Critical Financial Steps to Take Before You Retire

#Morningstar  #RetirementChecklist #RetirementPlanning

Preretirees, here’s how to ensure a smooth transition into retirement.

00:00 Introduction
00:32 Step 1: Will You Be Working Past Retirement Age?
01:42 Step 2: Planning for Social Security in Retirement
03:11 Step 3: What Is Your Retirement Income Style?
04:26 Step 4: Preretirees Should Practice Spending Their Retirement Savings
05:37 Step 5: Prepare Your Portfolio for Retirement

What are the secrets to a healthy, happy, and wealthy retirement? Find out with Christine Benz’s new book, “How to Retire.” https://linktr.ee/christine_benz



Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name in our Investing Insights playlist.    • A Simpler Medicare Part D Is Coming. Here'...  



What to watch from Morningstar.

Christine Benz: 5 Things I Learned About Retirement Planning From My New Book    • Christine Benz: 5 Things I Learned About R...  

Should You Bother Contributing to a Pretax 401(k) or IRA?    • Should You Bother Contributing to a Pretax...  

The Big Retirement Myth    • The Big Retirement Myth  

Don’t Make These Fatal Errors With IRA Rollovers    • Don’t Make These Fatal Errors With IRA Rol...  



Read what our team is writing.

Christine Benz https://www.morningstar.com/people/ch...

Susan Dziubinski https://www.morningstar.com/people/su...



Follow us on social.

Facebook:   / morningstarinc  

X: https://x.com/MorningstarInc

Instagram:   / morningstar.  .

LinkedIn:   / 5161