Our guest on the podcast today is Anne Lester. She’s author of a new book called Your Best Financial Life: Save Smart Now for the Future You Want. Before writing the book, Anne spent 20 years as head of retirement solutions for J.P. Morgan. With AARP, she co-founded The Aspen Leadership Forum on Retirement Savings. In 2020, Anne was recognized for her extraordinary lifetime contributions to Americans’ economic security with the Ray Lillywhite Award. She earned a master’s in international economics and Japan studies from Johns Hopkins University and a B.A. from Princeton. She was also awarded a Fulbright Graduate Research Fellowship.
Background
Bio
Your Best Financial Life: Save Smart Now for the Future You Want, by Anne Lester
Millennials, Money, and Investing
“Don’t Make These 6 Money Mistakes in Your 30s, Says Former JPMorgan Retirement Expert,” by Anne Lester, cnbc.com, Jan. 4, 2022.
“Fake Rich? Affluent Millennials Are More Likely to Exaggerate to Appear Wealthy. Here’s What Experts Say They Should Do Instead,” by Lorie Konish, cnbc.com, Jan. 25, 2024.
“A Spender’s Guide to Surviving Financial Mistakes With Anne Lester,” Earn & Invest podcast, earnandinvest.com.
“The Worst Money Advice on the Internet,” by Stephanie Hallett, businessinsider.com, June 2, 2022.
“Setting Aside $20 a Day Could Help You Save $1 Million for Retirement —If You Start Early,” by Cheyenne DeVon, cnbc.com, Jan. 5, 2024.
Target-Date Funds and Retirement Savings System
“Retirement Experts Identify Possible Fixes to the Retirement Savings Gap,” by Paul Mulholland, planadviser.com, Oct. 3, 2022.
“Quit Your Job? Here’s What to Do With Your 401(k),” by Jeanne Sahadi, cnn.com, Jan. 6, 2022.
“Ladies, How Much Is Really Enough for Retirement?” hermoney.com, June 23, 2022.
Other
“Brigitte Madrian: ‘Inertia Can Actually Be a Helpful Thing,’” The Long View podcast, Morningstar.com, April 22, 2020.
Damien Conover and Rebecca Springer: ‘We Are in a Healthcare Consumerization Moment Right Now’
Greg McBride: ‘Successful Saving Is All About the Habit’
Carl Vine: The Japan Earnings Story Has Legs
Meir Statman: ‘The Biggest Risks in Life Are not in the Stock Market’
Neil Shearing: What the Consensus Is Missing About the Current Economy
Matt Krantz: Yield-Chasing Investors Are ‘Asking for a World of Hurt’
Victor Haghani: Lessons From the Missing Billionaires
Peter Mallouk: The Financial Advice Industry Is ‘Still Very Messy’
Bryan Armour: Is Index Investing’s Superpower Unstoppable?
JB Taylor: Small Caps Haven’t Been This Cheap in 25 Years
Sonali Pier: Don’t Rent Yield
Marc Freedman: The Case for Encore Careers
Roger Young: Visualizing Retirement Is So Important
Justin Leverenz: Emerging Markets Are ‘Incredibly Attractive’
Joel Fried and Al Mordecai: Upholding the Culture at Primecap Management
Jody Jonsson: The Case for a Global Portfolio
Howard Gleckman: We Pretend This Isn’t a Problem
Best of The Long View: Investing
Best of the Long View 2023: Financial Planning and Retirement
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