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Your retirement countdown, with Christine Benz

Your Retirement Countdown, With Christine Benz
Your Retirement Countdown, With Christine Benz

Your retirement countdown begins years before your last day of work. As your retirement date gets closer, the planning priorities change. Whether your retirement is 25 years away or just around the corner, knowing what to focus on now can help you make smarter decisions and feel more confident about what’s ahead. In the video miniseries Your Retire...

Your retirement countdown begins years before your last day of work. As your retirement date gets closer, the planning priorities change. Whether your retirement is 25 years away or just around the corner, knowing what to focus on now can help you make smarter decisions and feel more confident about what’s ahead.

In the video miniseries Your Retirement Countdown, Morningstar’s Christine Benz breaks the retirement planning journey into four key stages: 25 years away, 10 years away, three to five years away, and one year away or less. In each episode, she shares the priorities that can have the biggest impact at that stage, from maximizing your income while working to estimating your in-retirement spending.

What’s on Your Retirement Countdown Checklist?

Retirement planning can feel overwhelming, but it doesn’t have to be. Each video features a simple five-step checklist to help you focus on what matters most right now. No matter where you are on your retirement countdown, you’ll walk away with clear, actionable steps to strengthen your plan and achieve the retirement you envision.

Small decisions today can have a big impact tomorrow. Use Morningstar Investor X-Ray to understand what's driving your portfolio.

Make the next decade count. Use Morningstar Investor X-Ray to evaluate your portfolio and prepare for what's ahead.

Get a clearer view of your retirement readiness. Morningstar Investor X-Ray helps identify hidden risks before they become surprises.

Read full story on Morningstar

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