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MONEY WITHOUT MATH
We're exploring how money exists in our real, daily lives, not just as numbers on a chart. From managing our emotions to caring for an aging parent, join us for conversations that are practical, sometimes philosophical, and always fresh. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Clarity Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Content represents the opinions of the speaker and not necessarily those of Raymond James. The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only. Important Disclosure Information: http://raymondjames.com/smicd.htm
MONEY WITHOUT MATH
Real Talk About Retirement with Christine Benz
Retirement can be one of life’s most rewarding chapters when it’s shaped around purpose, connection, and the freedom to design your days. In this conversation, we sit with Christine Benz, Morningstar’s Director of Personal Finance and Retirement Planning, to explore the choices that make those years meaningful.
We discuss the lessons and limitations of the FIRE movement (Financial Independence, Retire Early), the surprising challenges that come with spending after a lifetime of saving, and ways to prepare for the realities of long-term care. You’ll also hear why crafting a gradual “glide path” into retirement often leads to greater happiness, and how small shifts today can set you up for a future filled with energy and engagement.
In this episode:
- Why retirement works best when it’s more of a glide path than a hard stop
- The overlooked challenge of spending money after years of saving
- How to think about long-term care before you need it
- What the FIRE movement gets right—and where it falls short
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