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.
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
Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful’
Tim Steffen: Smart Tax Moves for 2024 and Beyond
Ben Inker: What Looks Cheap and Dear in Today’s Market
Dan Haylett: Retirement Planning = Life Planning
Mike Moran: Taking the Temperature on Retirement Readiness
Tiffany Aliche: Helping People ‘Move Past the Shame’
John Rekenthaler and Amy Arnott: What’s a Safe Retirement Spending Rate Today?
Scott Burns: The Case for a Simple Retirement Plan
JL Collins: Spotlighting the Many Paths to Financial Independence
Nizar Tarhuni: The State of Private Markets and Venture Capital Investing
Jeffrey Kleintop: What to Make of ‘the Cardboard Box Recession’
Dr. Anita Mukherjee: Exploring the Link Between Wealth, Longevity, and Quality of Life
David Giroux: ‘I Want to Look Forward, Not Backward’
Michael Santoli: Decoding ‘an Indecisive Market’
Martin Lau: Revisiting the Case for Investing in Chinese Stocks
Kelli Hueler: Confronting ‘the Next Big Risk’ for Retirement
Cindy Haddad: Financial Planning for People with Disabilities
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