Christine Benz, David Blanchett, and Karsten Jeske: The State of Retirement Income

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

🗓️ 14 June 2022

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

Three researchers discuss some of the key challenges for retirement planning: inflation, longevity protection, and safe withdrawal rates in a volatile market environment.

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, purchase New York.
0:26.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.5	Hi, and welcome to the Longview. I'm Jeff Battack, Chief Ratings Officer for Morningstar Research Services.
0:38.5	And I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:43.2	This week, we're pleased to bring you a special State of Retirement Income episode,
0:47.7	which we recorded live at the annual Morning Star Investment Conference, held recently in Chicago, Illinois.
0:53.8	For this discussion, we turned the tables on Christine, who's part of an expert retirement planning panel
0:59.3	that also includes David Blanchett, managing director, and head of retirement research at PGM, D.C.
1:05.3	Solutions, and Karsten Yeska, the founder of early retirement now.
1:10.3	You might remember David and Karsten, who were guests on founder of early retirement now. You might remember David and
1:11.5	Carson, who were guests on past episodes of the long few. In this panel discussion that we
1:17.4	recorded before a live audience, we delve into a number of retirement planning topics,
1:22.0	including the impact of inflation on spending patterns, the implications of the recent
1:26.6	sell-off on asset allocation, sequence
1:29.3	of returns risk, optimal Social Security claimings practices, the role and importance of guaranteed
1:36.3	income sources, and lots more. Without further ado, please enjoy this special episode of the Longview.
1:43.3	So I think we'll start with please enjoy this special episode of the Longview.
1:52.5	So I think we'll start with what is the topic of the moment. There are many, but certainly inflation probably is at the top of our pecking list of concerns. Christine, I'm going to start
	...

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