Anne Lester: You’re Bad at Savings and It’s Not Your Fault

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 12 March 2024

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

An author and retirement expert discusses the financial challenges confronting young adults and what financial advice she’d give her younger self.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York.
0:23.3	Purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:33.0	Hi, and welcome to the Longview.
0:35.0	I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:39.5	And I'm Amy Arnaut, portfolio strategist for Morningstar Research Services.
0:44.5	Our guest on the podcast today is Anne Lester.
0:47.6	She's author of a new book called Your Best Financial Life, Save Smart Now for the Future
0:52.3	You Want.
0:53.4	Before writing the book, Anne spent 20 years as head
0:56.0	of retirement solutions for J.P. With AARP, she co-founded the Aspen Leadership Forum on Retirement Savings.
1:04.1	In 2020, Anne was recognized for her extraordinary lifetime contributions to Americans' economic
1:09.5	security with the Ray Lily White Award.
1:12.8	She earned a Master's in International Economics and Japan Studies from Johns Hopkins University
1:18.0	and a BA from Princeton. She was also awarded a Fulbright graduate research fellowship.
1:24.2	Anne, welcome to the Longview. Well, thank you so much for having me.
1:29.1	Well, we're excited to have you here and congratulations on the book, your best financial life. Maybe you can talk about your
1:34.7	motivation for writing the book. Thanks so much. I think there were a couple of different things
	...

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