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The Long View

Jamila Souffrant: ‘What Type of Life Do You Actually Want to Live?’

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

🗓️ 28 May 2024

⏱️ 46 minutes

🧾️ Download transcript

Summary

Why it’s important to understand what you really want before you craft your life and financial goals.

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.

0:26.5

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 for Morningstar.

0:39.0

And I'm Amy Arnaut, portfolio strategist for Morningstar. Our guest on the podcast today is Jamila Safront.

0:46.2

She's the author of a new book called Your Journey to Financial Freedom, a step-by-step guide to achieving wealth and happiness.

0:53.4

She's also the host of the Journey to

0:55.2

Launch podcast. Jamila's focus is helping people increase their net worths and eliminate

1:00.5

debt while also enjoying financial freedom. Prior to starting up her own business, Journey to Launch,

1:06.9

she worked at MetLife for 13 years, where she managed a multi-million dollar portfolio of real estate assets.

1:14.1

Jamila, welcome to the Longview.

1:16.0

Thank you so much for having me.

1:17.9

Well, thanks for being here.

1:19.2

We're super excited to talk to you today.

1:21.5

We want to start by talking about your personal story.

1:24.3

Your book begins with the story of your mother making the decision to move to the

1:28.3

U.S. in search of a better life when you were just a little baby and she left you with her

1:33.5

family in Jamaica. Can you discuss that as well as what your mom went on to achieve? I was super

1:39.5

inspired in reading about her story. Yeah, so I always like to say I am all me because of my mom and the sacrifices she made.

...

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