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.
Tim Ranzetta: 'Financial Education Positively Impacts Almost All Financial Behaviors'
Ilyce Glink: The State of the U.S. Residential Real Estate Market
David Lau: Taking High Commissions Out of Annuities
Christine Benz, David Blanchett, and Karsten Jeske: The State of Retirement Income
Tom Idzorek: Exploring the Role of Human and Financial Capital in Retirement Planning
Cliff Asness: Value Stocks Still Look Like a Bargain
Eric Balchunas: Assessing Jack Bogle's Monumental Legacy
Ric Edelman: On Crypto, Retirement Planning, the Advice Business, and More
Brian Feroldi: Why Does the Stock Market Go Up?
Jim Grant: 'Rising Interest Rates Are the Kryptonite of Financial Assets'
William Reichenstein: Avoiding Tax Headaches in Retirement
Mary Childs: The Rise and Fall of the Bond King
Nick Maggiulli: 'The Biggest Lie in Personal Finance'
JL Collins: The Case for Simplicity
Dan Otter and Scott Dauenhauer: Why Retirement Savings Options for Educators Are So Bad
Eric Schoenstein: The Case for Quality Stocks
Terry Odean: Who's on the Other Side of the Trade?
Andrew Miller: ‘No Index Is Truly Passive’
Clark Howard: Financial Well-Being Starts With Being a Smart Consumer
Lori Lucas: Despite Pandemic, Retirement Confidence Soars
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