Christine Benz

Christine Benz is director of personal finance and retirement planning for Morningstar. She is also the author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Email Christine at christine.benz@morningstar.com. She reads all of the emails she receives but doesn't always have time to send a personal response.

More From Christine Benz

The president and CEO of EBRI talks about the connection between a strong stock market and retirement confidence, improving the 401(k) system, and why people tend to be poor judges of when they'll retire.

The author and financial expert discusses ‘expectations investing,’ the problem he sees with valuation multiples, the outlook for active investing, and more.

Although the future of the backdoor Roth is still up in the air, high-income heavy savers can still take advantage of the maneuver.

More About Christine Benz

Christine Benz is director of personal finance and retirement planning for Morningstar, Inc. She is also the author of a new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement (Sept. 2024, Harriman House). She co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and personal finance.

Benz joined Morningstar in 1993. Before assuming her current role she served as a mutual fund analyst and headed up Morningstar’s team of fund researchers in the U.S. She also served as editor of Morningstar Mutual Funds and Morningstar FundInvestor.

She is a frequent public speaker and is widely quoted in the media, including The New York Times, The Wall Street Journal, Barron’s, CNBC, and PBS. In 2020, Barron’s named her to its inaugural list of the 100 most influential women in finance; she appeared on the 2021 list as well. In 2021, Barron’s named her as one of the 10 most influential women in wealth management.

She holds a bachelor’s degree in political science and Russian language from the University of Illinois at Urbana-Champaign.

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