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HerMoney with Jean Chatzky

Ep 414: Retire On Your Own Terms With Anne Lester

HerMoney with Jean Chatzky

Jean Chatzky Her Money

Investing, Entrepreneurship, Business

4.81.3K Ratings

🗓️ 13 March 2024

⏱️ 50 minutes

🧾️ Download transcript

Summary

We’ve been thinking a lot about “Peak 65” over here at HerMoney HQ. If you haven’t heard about it, it’s the fact that more people are turning 65 starting this year than at any other point in history. That’s important because this age shift is going to have a huge impact on everything, including our economy, Social Security, the upcoming election, and especially on retirement. Anne Lester, former head of retirement solutions for J.P. Morgan Asset Management Solution Group wants everyone to know that planning for retirement doesn’t have to be so scary — it can be empowering and, yes, even fun. In her new book: “Your Best Financial Life: Save Smart Now for the Future You Want” she talks about how she finally broke free from living paycheck-to-paycheck, and was able to retire early on her terms. In Mailbag, we hear from a listener who is wondering if they should stay at a job they don’t love for the excellent retirement benefits. In our money tip of the week, with Mint shutting down in less than two weeks, here are the other budgeting apps we recommend. Join us! Snag all the latest episodes, savvy budgeting tips, investing advice and even giveaways via the HerMoney Newsletter at Hermoney.com/subscribe! The HerMoney with Jean Chatzky podcast is sponsored by Edelman Financial Engines. The podcast team and its host are neither employees nor clients of EFE, however, the show does receive fixed compensation and is a paid endorser and therefore has an incentive to endorse EFE and its planners. To learn more about the sponsorship, please visit PlanEFE.com/HerMoney. Please contact [email protected] if you would like to advertise on our podcast, and to learn more about Airwave, head to www.airwavemedia.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

You're listening to an Airwave Media Podcast.

0:05.0

For brands in the digital age, content is the customer experience.

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That's why industry leaders like KFC, male chimp, and BMW rely on the contentful composable content platform

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to easily create, collaborate, manage, and deliver content across all channels, resulting

0:21.0

in meaningful customer experiences and significant business results.

0:25.0

Ready to maximize your content's potential?

0:27.0

Get started at contentful.com.

0:30.0

Contentful, where content drives business momentum.

0:35.0

This episode is brought to you by Lanova Yoga.

0:38.0

Inspiration is all around us,

0:40.0

and with the Lanova Yoga laptop,

0:42.0

you'll be ready when it strikes.

0:44.0

The Lenova Yoga series is designed to create, edit, draw, render and more.

0:50.0

Powering your passion and supercharging your creativity.

0:53.2

Discover more at Curries or see Lenova.com

0:56.1

slash yoga.

0:57.3

Engineer to do it all.

0:58.8

That's a laptop evolved with Intel Evo Platform. If you're in your 50s and kind of trying to imagine what that next decade looks like, you can

1:11.3

start planting seeds now, even in your 60s that might lead

1:14.7

you to an off-ramp that helps you embrace all the benefits that that come with

1:19.9

working not just financial and maybe think about developing a roadmap that will get you there.

1:26.9

Hey everyone, I'm Jean Chatsky. Thank you so much for joining me today on Her Money.

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