Roger Young: Visualizing Retirement Is So Important

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

🗓️ 13 February 2024

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

A T. Rowe Price thought leader discusses key financial and nonfinancial considerations for people embarking on retirement.

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 Lansing, Michigan, and Jackson
0:21.4	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.
0:32.7	Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning at Morningstar.
0:39.3	And I'm Amy Arnaut, portfolio strategist for Morning Star Research Services. Our guest on the podcast today is Roger Young. Roger is thought leadership director at T.Rowe Price, where he and his team conduct research on retirement planning and financial planning matters.
0:55.1	Roger has been with Tiro Price since 2017.
0:58.3	Prior to that, he was a financial advisor at Wells Fargo Advisors,
1:02.1	and he's also held a number of corporate finance roles.
1:05.4	Roger earned an MS in manufacturing and operations systems from Carnegie Mellon University,
1:12.7	an MS in operations research and statistics from the University of Maryland, and a BBA in accounting from Loyola University,
1:18.3	Maryland. He is a certified financial planner professional. Roger, welcome to the Longview.
1:24.4	Thanks so much. Great to be here. Well, it's great to have you here. We wanted to start
1:29.1	by discussing your role in thought leadership at T.Rowe Price. Can you share an example or two of a
1:34.5	project that you've worked on? Sure. My team covers a fairly broad range of financial planning
1:41.3	topics, an emphasis on retirement. Personally, I tend to get some of the quantitative work, and it's often at the intersection
1:50.1	of investing in taxes.
1:52.0	So one example of a project I completed recently was about beneficiary designations for
1:58.2	retirement accounts, and you might think, well, that's not terribly exciting.
	...

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