WISE Scores Financial Icon Christine Benz for a Rare Event

WISE is proud to share the replay of our rare, intimate conversation with Christine Benz, Morningstar’s celebrated Director of Personal Finance and Retirement Planning. Named one of Barron’s 10 most influential women in wealth management and featured in The New York Times, WSJ, and CNBC, Christine is a trusted voice in retirement strategy.

In this insightful session, Christine discusses her new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement — and shares practical, real-world advice on building a life of purpose beyond the 9-to-5. Whether you’re just starting to plan or already retired, this is a must-watch.

About Christine Benz

Christine Benz is Director of Personal Finance and Retirement Planning at Morningstar and a senior columnist for Morningstar.com. She focuses on retirement and portfolio planning for individual investors and co-hosts Morningstar’s acclaimed podcast, The Long View. Frequently quoted in The New York Times, The Wall Street Journal, CNBC, and PBS, Christine was named one of Barron’s 10 most influential women in wealth management.

She is the author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement (2024), as well as 30-Minute Money Solutions and Morningstar Guide to Mutual Funds. Christine also serves as board president of the John C. Bogle Center for Financial Literacy and volunteers to help underprivileged women build financial confidence.