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The Long View

Jonathan Clements: 'Life Is Full of Small Pleasures'

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

🗓️ 15 October 2024

⏱️ 57 minutes

🧾️ Download transcript

Summary

The influential personal finance journalist reflects on his recent cancer diagnosis, what he wants his legacy to be, and the two things that have brought him the most joy.

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.

0:32.9

Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.

0:39.7

Today on the podcast, we welcome back Jonathan Clements.

0:43.0

Jonathan was one of our first guests when we launched this podcast, and today marks his third appearance.

0:48.8

He's the founder and editor of Humble Dollar, and he has written or edited several books about money and investing,

0:55.1

including My Money Journey and How to Think About Money.

0:58.5

Earlier in his career, Jonathan spent almost 20 years at the Wall Street Journal,

1:02.6

where he was the newspaper's personal finance columnist, and six years at Citigroup,

1:07.3

where he was Director of Financial Education for the bank's U.S. wealth management arm.

1:12.0

This past June, Jonathan shared his devastating recent cancer diagnosis, and he's been writing

1:17.3

candidly about the experience on Humboldt Dollar.

1:20.2

We'll link to those posts in the show notes.

1:22.7

I wanted to conduct today's interview solo because Jonathan's work has been hugely influential

1:27.4

to me personally,

1:28.7

and he also wrote the forward to my forthcoming book. I couldn't be more grateful.

1:34.1

Jonathan, welcome back to the Longview.

1:36.7

Christine, it's my pleasure, Eric. Thanks for having me back on.

...

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