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The Long View

Anne Tergesen: What Retirement Looks Like Today

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

4.5775 Ratings

🗓️ 29 October 2024

⏱️ 57 minutes

🧾️ Download transcript

Summary

The veteran Wall Street Journal reporter discusses her interviews with retirees, the state of the US retirement savings system, and key pain points for retirees and preretirees.

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, 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. I'm Christine Ben's Director of Personal Finance and Retirement

0:37.8

Planning for Morningstar. And I'm Amy Arna, portfolio strategist with Morningstar. Our guest on the podcast

0:43.9

today is Anne Turgesson. Anne is a reporter covering retirement for the Wall Street Journal.

0:49.4

Her stories often explore how retirement and preparing for retirement are changing today.

0:55.5

She writes frequently on topics related to 401 plans and retirement savings, spending, and legislation. She also writes

1:01.8

about employee benefits, longevity, and aging. Before joining the journal, Anne worked for Businessweek

1:07.4

magazine covering personal finance. Together with colleagues, she recently won a Front Page Award from the News Women's Club

1:14.0

of New York and was a finalist for a Gerald Loeb Award.

1:18.1

She was awarded a Knight Badget Fellowship at Columbia University's Graduate School of Journalism

1:23.1

and won a Best of Night Badget Award in 2006 and started her career covering local news at the Philadelphia Inquirer.

1:31.5

Anne, welcome to the Longview.

1:34.0

Thanks for having me.

1:35.6

Well, thanks so much for doing it.

1:37.0

You and I have talked for a long time, and it's really exciting to have you here.

1:40.6

We want to talk a little bit about your background because you were a local news reporter

1:45.0

before you began to focus on personal finance and retirement planning. Can you talk about what

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