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.
Micah Hauptman: Advocating for Investors’ Best Interests
James Choi: How to Improve the Way We Present and Make Investment Choices
Mark Berg: Hourly Financial Planning Is 'A Vast Blue Ocean'
Brad Barrett: ‘Start With a Small Win’
Robert Powell: ‘How Do I Generate the Income?’
Lubos Pastor: ‘Judging Fund Managers by the Company They Keep’
Stacy Francis: On a Mission to Help Women Thrive
Derek Tharp: An Alternative Approach to Calculating In-Retirement Withdrawals
Cody Garrett: ‘Give Every Dollar a Job and a Use-By Date’
Kathy Jones on Inflation: ‘The Worst Is Behind Us’
Katie Gatti Tassin: ‘Openness Has Been a Bit of a Secret Sauce’
Ann Garcia: How to Pay for College
Jeff Levine: Smart Tax Moves for 2023 and Beyond
Mark Miller: Rebooting Retirement
Best of The Long View: Investing
Best of The Long View: Financial Planning and Retirement
Christine Benz and John Rekenthaler: Revisiting What Is a Safe Retirement Spending Rate After a Tough Year
Joe Wiggins: Applying Behavioral Science to Make Better Investment Decisions
Jamie Hopkins: A Framework for Financial Freedom
Wesley Gray: Perspectives on Market Efficiency, Investor Behavior, and ETFs
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