4.5 • 775 Ratings
🗓️ 17 September 2024
⏱️ 56 minutes
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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. |
0:33.4 | Hi, and welcome to the Longview. I'm Dan Lefkowitz, strategist for Morningstar indexes. |
0:38.5 | And I'm Amy Arna, portfolio strategist for Morningstar. |
0:42.5 | We're doing something a little different this week, flipping the microphone around and |
0:45.5 | interviewing the anchor host of this podcast, Christine Benton, about her new book, How to Retire, |
0:50.5 | 20 lessons for a happy, successful, and wealthy retirement. |
0:57.8 | Christine is director of personal finance and retirement planning for Morningstar. |
1:00.0 | She's been with the company since 1993. |
1:05.0 | She served as director of the fund research team, editor of Morningstar Mutual Funds, and co-founder of this podcast in 2019. |
1:08.1 | Christine has written several books about investing. |
1:10.0 | She's also the president of the John C. Bogle |
1:12.1 | Center for Financial Literacy. Christine is a proud graduate of the University of Illinois. |
1:17.9 | Christine, thanks so much for joining us on the Longview as a guest. It's my pleasure. This is very |
1:22.6 | weird, but let's go ahead. It's funny to be in the interviewee seat for a change. |
1:29.2 | Well, absolutely. |
1:29.8 | Maybe you could start off by talking about how the book came about. |
1:33.2 | I'm also curious about the subtitle and if there's any logic to the order of the descriptors |
... |
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