{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117","description":"In this episode we welcome back Christine Benz, director of personal finance and retirement planning for Morningstar. Christine is one of the most respected thought leaders on the topic of retirement and shares insights from her new book, 'How to Retire'. We discuss the importance of preparing for retirement well in advance, building social networks, the significance of diversity in relationships, and more. Today's show is packed with valuable advice and a must listen for anyone approaching or in retirement.    \ud83d\udd17Connect with us  Buy CUtFI a coffee  Record a message for CUtFI   \ud83d\udd25\ud83d\udd25\ud83d\udd25 Check out our new partners and affiliates: \ud83d\udcb0MyBudgetCoach MyBudgetCoach is the only budgeting app to connect every user with a real-life coach from Day 1. You pick the coach that resonates most with you from their directory. You can message your coach or set up a one-on-one call with them for an additional fee. Unlock 35 Days of free financial coaching and start making Smart Money Moves plus receive 10% off subscription costs by entering code: Catchingup   \ud83c\udf93 Student Loan Planner Get a custom student loan plan from our CFP\u00ae, CFA and CSLP\u00ae professionals. Student Loan Planner has consulted on hundreds of millions in student debt and found millions in forecasted student loan savings for clients they\u2019ve worked with. They charge a one-time fee for their thorough review. Our listeners receive $100 off a 1:1 consult using the link below. Flat fee is normally $595, but after your $100 off \u2018Catching Up to FI\u2019 discount, it's $495 \ud83d\udc49\ud83c\udffc Be sure to use this link: studentloanplanner.com\/catchingup   \ud83d\udcc8 ProjectionLab Build Financial Plans You Love. ProjectionLab is a financial modeling tool for people seeking financial independence and retirement. Battle-test your plans against varying market conditions and build confidence in your chance of success using. Monte Carlo simulations. Get started for free. No sign-up or credit card required. \ud83d\udc49\ud83c\udffc Be sure to use this link: projectionlab.com\/catchingup   \ud83d\udcb8Lunch Money  Lunch Money has been making personal finance management delightfully simple for the modern-day spender since 2019 and steadily built a loyal customer base of thousands of users in 30+ different countries. They have a pay-what-you-want pricing plan for annual subscriptions starting at $50. \ud83d\udc49\ud83c\udffc Be sure to use this link: https:\/\/lunchmoney.app\/?fp_ref=catchingup   For a full list of our partners, sponsors and affiliates, click here: catchinguptofi.com\/our-partners   Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) \ud83c\udf10 Morningstar \ud83d\udcd7Order "How to Retire: 20 lessons for a happy, successful, and wealthy retirement" on Amazon The Long View John C. Bogle Center for Financial Literacy Bogleheads Conference William Bengen opensocialsecurity.com Bogleheads Conference 2023 - Jordan Grumet on Living without Regrets bogleheads.org   Catching Up to FI Episodes mentioned: The Life and Death of The 4% Rule | Christine Benz | 077 Social Security Made Simple | Mike Piper | 054 Mom and Dad, We Need to Talk | Cameron Huddleston | 048 How to Think About Money | Jonathan Clements | 040 Purpose, Identity, & Connection | Jordan Grumet | 022 Hard & Soft Sides of Retirement | Fritz Gilbert | 019 Say Cheese!: The Retirement Spending Smile | David Blanchett | 110 F-You Money Part 1 | JL Collins | 023 F-You Money Part 2 | JL Collins | 024 Pathfinders: Stories of Success and Financial Independence | JL Collins | 069 Pathfinders: Triumphs and Trials on the Road to Financial Independence | JL Collins | 070 Jennifer Rozelle (coming in February 2025)   If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!   Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions. ","author_name":"Catching Up to FI: Financial Independence for Late Starters","author_url":"http:\/\/sites.libsyn.com\/451611\/site","html":"