Makes a dry subject interesting and digestible. Each chapter has “takeaways” at the end. Which is so helpful. My favorite takeaway was a list of things to do 5 years away from retirement, 3 years, 2 years, etc. Another cool part are the strategies about when to take social security payments based on marriage status and salary. I’ve already recommend this book to my financial advisor to share with his other clients.

Not exactly what I was expecting but a well written book all the same. I should have suspended my expectations and allowed the book to be what it is. It’s a way to change your mindset more so than an understanding of money and how to use it to your advantage.

This is a book that has seriously valuable content, particularly for those of us in middle age and beyond. It guides our thinking beyond the financial aspects of retirement to thinking wider - including how we want to spend time, foster connections, optimise are health and housing and ensure our loved ones are provided for. Of course it wouldn't be a complete guide without considering all things financial and this is an indispensable walkthrough on financial planning and decision making,

This content is shared in 20 lessons, from experts in these areas. Christine, the author, interviews each expert, who then kindly share their knowledge on a specific topic, in one chapter she is the interviewee. Each chapter ends with ‘my takeaways’ from the author which summarises her take on the interview - a succinct summary of the main points.

This is a superb resource that I hope to go back to time and tome again for advice on the above in addition to the all important financial considerations around retirement.

My thanks to NetGalley, author and publisher for the opportunity to review this book in exchange for an advance copy.

I have read many retirement books. Most of them focus upon the financial aspects of retiring.
This books focus is primarily the psychological and the legal aspects of retirement.
What legal documents should you have for estate planning?
How should you schedule your days?
How will you fund your retirement....which fund to draw down from first?

All of these questions were asked and answered in this book.

I really enjoyed the book for the more complete picture of retirement then just the financials.

This is a helpful read as I approach retirement within 12-18 months. Lots of good advice and food for thought.

Not something I use in my teaching but personally quite relevant.

Christine Benz's "How to Retire" offers a comprehensive look at the multifaceted aspects of retirement planning through interviews with 20 thought leaders in the field. This anthology-style approach provides readers with a wide array of expert insights, covering everything from financial strategies to quality-of-life considerations.

The book's structure, featuring 20 chapters each dedicated to a different expert, allows for a broad exploration of retirement topics. While this format provides diverse perspectives, it may leave some readers wanting more depth in certain areas and less in others. The financial aspects of retirement are particularly well-covered, with in-depth discussions on retirement income styles, spending changes, and portfolio management.

Benz doesn't neglect the non-financial aspects of retirement, touching on subjects like optimizing happiness, nurturing relationships, and living without regrets. However, these "softer" topics receive less attention compared to the financial planning elements, which might disappoint readers seeking a more balanced approach.

One of the book's strengths is its practical focus, with each chapter concluding with valuable "takeaways" that summarize key points. These summaries serve as excellent quick-reference guides for readers looking to revisit specific advice.

While some chapters can be slow-paced and dry due to the nature of the subject matter, the variety of topics covered—from visualizing retirement lifestyle to maximizing social security and managing health concerns—keeps the overall reading experience engaging.

This book is recommended for individuals seeking a well-rounded understanding of retirement planning, particularly those interested in the financial aspects of this life transition. The expert insights and practical takeaways make it a worthwhile read for anyone looking to approach retirement with confidence and wisdom.

A big thank you to Harriman House and NetGalley for providing an advanced reader copy in exchange for an honest review.

I liked it a lot, gave what I believe to be good advice. It gave me ideas to speak with my financial advisor about.

I highly recommend this book and in fact will buy copies for my brothers. This book is structured around interviews with different experts on a range of topics about retirement. There are lots of helpful tips and thoughtful questions to think about throughout. At the end of each chapter is a list of the author's key takeaways as well as related resources. I have already linked to some of the additional resources to dig deeper on some of these topics. This book is comprehensive and invaluable I highlighted and took notes throughout. I highly recommend it!

Thank you to Netgalley and Harriman House for an ARC and I voluntarily left this review.

I highly recommend this book for planning retirement and understanding what are the things to consider. It starts with the emotional aspect of envisioning retirement and then gets into the numbers. Various experts provide their advice. I loved the Mike Piper section on taxes. Great job by Christine, interviewing and being interviewed.
I love the concept of 1000 days to retirement. What you need to think 5 years before retirement and as you get closer to the year and so on. You will totally get why 4% rule falters or how to bucket your assets so that it doesnt have to. Time Segmentation. This is the most relevant book that I have read on retirement that reads liek a mystery where you are also learning chunks of information that I am sure to revisit. When is a good time to do Roth conversions? Why you do not want HSA to be inherited by anyone other than your spouse. Between putting money in 401k vs spending HSA dollars, which should you cater to first? So many conundrums that are provided with solutions and reasoning. This book is going to be a great gift for anyone in preretirement (and every who has not retired is in preretirement) and alos for those in retirement in terms of how to deal with the ups and downs and sequence risks and so on. Terrific gem!! I cant believe that I am saying this on a dreaded topic like retirement.

Written for the USA market, so whilst some aspects eg taxes are less relevant to other countries this book contains heaps of useful information. Finding a purpose, planning the year, having goals. Lots of helpful advice. Thank you to #netgalley and the publisher for an ARC.

A book on retirement that accepts that we all have different circumstances and I gained a lot of new insights from it. Thank you to netgalley and the publishers for giving me a copy of the book