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.
Teresa Ghilarducci: To Fix Retirement, Expand Social Security
Patrick O'Shaughnessy: 'Custom Indexing Unlocks a Lot of Benefits'
Kerry Pechter: How Annuities Fit Into the Retirement Income Puzzle
Mike Piper: Delaying Social Security Not Always a Good Deal
Jason Hsu: China Is 'the Last Great Remaining Alpha Reservoir'
Joe Davis: 'We Will See China-Like Growth for a Time in the United States'
John Rogers, Jr.: 'Be Willing to Talk About These Uncomfortable Issues'
Paul Merriman: ‘This Is Not Just a Problem with Retail Amateur Investors’
Ted Seides: 'How Do You Learn to Listen?'
Bill Schultheis: Long-Term Investors Are 'Silent Majority'
Bill Bernstein: We're Starting to See all of the Signs of a Bubble
Meg Bartelt: 'More Money Does Not Make You Happier'
Hamish Douglass: On the Hunt for Super-Compounding Stocks
Russel Kinnel: 'Fear and Greed Are the Enemy of Good Investing'
NYT's Ron Lieber on What and How to Pay for College
David Giroux: 'What Are the Market Inefficiencies We Can Exploit?'
Gerard O’Reilly: Control for the Unexpected, Focus on the Expected
George Kinder: A Financial Plan Needs To Be a Life Plan
Steve Chen: 'How Do You Deliver Lifetime Income?'
Liz Ann Sonders: 'We Could See Some Inflation Scares'
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