93: The Psychology of Retirement Spending and Prioritizing Peace of Mind with Christine Benz - podcast episode cover

93: The Psychology of Retirement Spending and Prioritizing Peace of Mind with Christine Benz

Aug 30, 20231 hr 33 min
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Episode description

Christine Benz has been dispensing financial planning knowledge and impacting the lives of people around the world for decades. She's written hundreds of articles for Morningstar on practical financial planning advice. In fact, she's one of the best out there. But there are 3 articles that stick out from the rest. They deviated from her usual style laying out step-by-step technical knowledge and ventured into the field of psychology and emotions. So, we talked with Christine about those three articles. She explains the psychology of retirement spending, why peace of mind is the ultimate luxury good, and the biggest money mistake she's ever made. Here’s what you’ll learn: Why peace of mind is her ultimate luxury good The importance of celebrating financial milestones The psychological advantage of prioritizing short-term goals Using a "Retirement Policy Statement" to get retirees to spend money The biggest money mistake she's ever made (and the emotional reason for it) To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here Resources: The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier X:@jbrendanfrazier
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93: The Psychology of Retirement Spending and Prioritizing Peace of Mind with Christine Benz | The Human Side of Money podcast - Listen or read transcript on Metacast