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.
Dr. Preston Cherry: ‘Money and Life Intertwined’
Feraud Calixte: ‘Your Self-Worth Is Not Your Net Worth’
Roger Whitney: ‘Retirement Planning Is Not Financial Planning’
Morgan Housel: ‘Little Rules About Big Things’
Julien and Kiersten Saunders: ‘How Much Is Enough?’
Dana Anspach: How to Build an All-Weather Retirement Plan
Bob Pisani: Everyone Talks Their Book on Wall Street
Dave Nadig: Peering Into the Future of Indexing, Governance, and Financial Technology
David John: Improving the Retirement System
Tim Steffen: Tax-Saving Strategies for a Falling Market
Farnoosh Torabi: 'Money Is Meaningless Without Goals'
Sarah Ketterer: 'Forget Value, Think Valuation'
Cameron Huddleston: Talk to Your Parents About Their Finances
Michael Kitces: Does Portfolio Customization Pay Off?
Joe Saul-Sehy: What Is Your Growing Season?
Michael Santoli: Navigating Through a Foggy Market Outlook
Wade Pfau: The Risks of Retirement Today
Jordan Grumet: A Hospice Doctor Shares Lessons About Work, Money, and Life
Larry Siegel: ‘The Humblest Thing an Investor Can Do Is Buy Index Funds’
Justin Fitzpatrick: 'Retirees Have a Superpower'
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