4.5 • 775 Ratings
🗓️ 27 June 2023
⏱️ 55 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. |
0:26.5 | 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. |
0:39.0 | And I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services. |
0:43.7 | Our guests on the podcast today are Eric Weigel and Fritz Gilbert. |
0:48.2 | Fritz is a repeat guest on the Longview. He writes the popular retirement manifesto blog, |
0:53.4 | and he also wrote a book about retirement |
0:55.6 | called Keys to a Successful Retirement, Staying Happy, Active and Productive in Your Retired |
1:01.4 | Years. Eric Weigel is the founder of a retirement coaching firm called Retire with Possibilities, |
1:07.5 | and he's also the author of a book on retirement called Reimagining Retirement, Nine Keys to True |
1:13.4 | Wealth. Together they collaborated on a recent survey of retirees and pre-retirees to gauge their |
1:19.8 | attitudes about retirement and to help flag potential blind spots about retirement planning. Fritz |
1:25.9 | and Eric, welcome to the Longview. Hey, thanks, Christine and Jeff. |
1:29.3 | Love being on the show again and excited about today's topic. Thanks for the invitation to this |
1:34.2 | wonderful show. Looking forward to our discussion. Well, great. We're happy to have you here. |
1:39.6 | We want to start with a little bit of stage setting. You came together on a project, a survey, and we |
1:47.7 | want to talk about what you were hoping to achieve when you set about doing this survey about |
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