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.
Best of the Long View 2020: The Pandemic and Investing
Best of the Long View 2020: Financial Planning and Retirement
Jean Chatzky: 'Financial Stress Is a Big Topic in Need of More Oxygen'
Simon Hallett: What Football Can Teach Investors About Franchise Value and People Management
Michael Jantzi: Making 'Informed Choices' in Sustainable Investing
Adley Bowden: Key Trends and Developments in Private Markets
Larry Swedroe: 'The Pool of Victims' Is Expanding
Ramit Sethi: 'What Is Your Rich Life?'
Tim Maurer: Personal Finance Is More Personal Than It Is Finance
Peter Hayes: Surveying the Municipal Bond Landscape
Kerry Hannon: Remote Work Trend Benefits Older Workers
Karsten Jeske: Cracking the Code on Retirement Spending Rates
Lazetta Rainey Braxton: Financial Planning for 'The Rest of Us'
Brian Portnoy: Balancing Returns with Simplicity, Financial Independence, and Peace of Mind
Michael Reckmeyer and Matthew Hand: How to Protect Downside Amid Lofty Valuations and Paltry Yields
Karen Andersen: The Race for a COVID-19 Vaccine
Steve Vernon: 'Older Workers Become Targets' in Tough Economic Environments
Jim Dahle: 'Income Is Not Wealth'
Steve Romick: 'We Think Defensively'
Ed Slott: Act Now on Historically Low Tax Rates
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