4.5 • 775 Ratings
🗓️ 2 January 2024
⏱️ 53 minutes
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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 Lansing, Michigan, and Jackson |
0:21.4 | National Life Insurance Company of New York, purchase New York. |
0:26.6 | Please stay tuned for important disclosure information at the conclusion of this episode. |
0:32.9 | Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar. |
0:39.6 | On this week's episode, we'll feature some of our favorite clips from interviews we've done with financial planners, |
0:44.8 | advisors, and retirement researchers over the past year. In next week's episode, we'll include some of our |
0:51.2 | favorite excerpts from our interviews with portfolio managers and other |
0:54.6 | investment specialists. |
0:56.5 | Over the past year, we had a number of conversations about financial wellness and the best way to find it. |
1:02.9 | Author and Financial Coach Tiffany Aliche discussed how financial shame can prevent people from |
1:08.4 | finding the solutions to their money problems and how her own |
1:11.8 | financial journey helps her empathize with other struggles. |
1:16.0 | One of the things I learned from making so many financial mistakes, and I think for all the |
1:20.7 | financial professionals that are listening, is that you know that your clients come to you |
1:25.4 | riddled with shame. And you know that shame shield solutions. |
1:32.5 | You know, it is very hard to open that bank account, start paying down debt, you know, start budgeting. |
1:39.9 | If you can't even open up the envelopes that are coming in the mail, the pink and the red ones to say like, you're late or you're behind. And I know for me, after I made all these |
1:49.4 | financial mistakes, I didn't want to tell my parents. I didn't want to tell my friends. |
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