Alicia Munnell: Married Couples Are in the Retirement Danger Zone

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 9 October 2019

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

The prominent retirement researcher discusses Social Security's viability, the role of housing wealth, and a surprising new finding about married couple's retirement preparedness.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York.
0:23.3	Purchase New York.
0:26.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.6	Hi, and welcome to the Longview.
0:34.2	I'm Christine Ben's Director of Personal Finance for Morningstar, Inc.
0:37.7	And I'm Jeff Battack, Global Director of Manager Research for Morningstar Research Services.
0:41.9	Our guest on the podcast today is Alicia Manel, the director of the Center for Retirement Research at Boston College.
0:48.7	Alicia is a towering figure in the retirement research space. She and the team at the Center for Retirement Research produced articles and white papers
0:56.0	on a wide variety of retirement-related topics,
0:59.0	including Social Security, Tax Policy,
1:02.0	Retirement Preparedness, and Healthcare.
1:04.0	Prior to joining Boston College in 1997,
1:07.0	Alicia was a member of the President's Council of Economic Advisors and Assistant Secretary of the Treasury for Economic Policy.
1:14.9	Previously, she spent 20 years at the Federal Reserve Bank of Boston, where she became Senior Vice President and Director of Research in 1984.
1:23.6	Alicia has written scores of articles and authored and edited many books over the years.
1:28.2	Most recently, she co-authored Falling Short, The Coming Retirement Crisis and What to Do About
1:33.5	It.
1:34.1	Alicia, welcome to the Longview.
	...

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