What are the keys to a successful retirement? Watch our conversation with Christine Benz, director of personal finance and retirement planning for Morningstar as we discuss her new book, “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.” In this conversation we also examined the non-financial lessons outlined in her book, including the value of relationships and approaches to living life without regrets.
The Longevity Equation: How Healthspan and Wealthspan Intersect
In this conversation with Dawn M. Carpenter, distinguished ethicist, financial advisor, and author of The Longevity Equation, we explored how healthspan and wealthspan are deeply intertwined across the life course. Carpenter introduced her framework for understanding longevity as an outcome shaped not only by medical care, but by financial security, institutional design, and the responsible…...