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The Long View

David Blanchett: If You're Retiring Now, You're in a Pretty Rough Spot

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

4.5775 Ratings

🗓️ 18 September 2019

⏱️ 51 minutes

🧾️ Download transcript

Summary

Morningstar's lead retirement researcher on retiree spending patterns, asset allocation, and mitigating the risks in a plan.

Transcript

Click on a timestamp to play from that location

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.

0:26.5

Please stay tuned for important disclosure information at the conclusion of this episode.

0:32.6

Hi, and welcome to the Longview. I'm Jeff Battack, Global Director of Manager Research for Morningstar Research Services.

0:39.0

And I'm Christine Ben's Director of Personal Finance for Morning Star, Inc.

0:42.4

Our guests on the podcast today is Dr. David Blanchett, head of retirement research for Morningstar Investment Management.

0:49.2

In his role at Morning Star Investment Management, David works to enhance the investment management group's

0:54.2

consulting and investment services and conducts research primarily in the areas of financial planning,

0:59.7

tax planning, annuities, and retirement. He's also adjunct professor of wealth management at the

1:05.1

American College of Financial Services. David's research has been published in a variety of

1:10.1

academic and industry journals,

1:11.9

such as the Financial Analyst Journal, the Journal of Financial Planning, the Journal of Portfolio

1:16.7

Management, the Journal of Retirement, and the Journal of Wealth Management. His research

1:21.9

won the Journal of Financial Planning's 2007 Financial Frontiers Award, the Retirement Income Industry Association's 2012 Thought Leadership Award,

1:31.6

the Journal of Financial Planning's 2014 and 2015 Montgomery Warshower Awards,

1:38.1

and the Financial Analyst Journal 2015 Graham and Dodds Scroll Award.

1:43.0

David, welcome to the Longview. Next time of me.

1:46.3

So maybe a good place to start is with gamma, which is a concept that you've helped to popularize.

...

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