Greg McBride: ‘Successful Saving Is All About the Habit’

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

🗓️ 7 May 2024

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

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Summary

The chief financial analyst for Bankrate discusses the state of the economy and the outlook for interest rates, as well as the many savings products that are available today.

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.
0:32.6	Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning
0:37.7	for Morning Star. And I'm Amy Arnaut, portfolio strategist for Morning Star. Our guest on the podcast
0:43.8	today is Greg McBride. Greg is chief financial analyst for bankrate.com, where he's worked for more
0:50.3	than 25 years. He received his bachelor's in finance from the University of Florida.
0:55.2	He's also a CFA charter holder. Greg, welcome to the Longview. It's great to be here. Thanks so much for
1:01.2	having me. Well, we're really happy to have you here, too. We want to start by discussing bank rate
1:06.5	generally and the role you play as its chief financial analyst. What's a typical day like for you?
1:13.4	I guess the good news is there really isn't a typical. There's a lot of variety, which is what
1:18.2	makes it interesting, it makes it fun. But now it's everything from crunching numbers on data that
1:23.9	we've gathered or polling that has been done on our behalf to responding to media
1:29.6	inquiries or just, you know, seeing what's going on with the latest economic releases.
1:35.4	You know, for example, whether it's inflation reports or the jobs report or a speech by
1:40.6	one of the Fed governors, you know, that can not only be impactful to markets,
1:44.8	but could also generate media inquiries. So those are the exact things that we keep up the date on
1:49.5	every day. Can you tell us a little bit more about the key areas that are within bank rates
1:57.2	purview? Is it mainly bank products for savers and borrowers?
	...

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