James Choi: How to Improve the Way We Present and Make Investment Choices

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

🗓️ 4 April 2023

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

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Summary

A noted household- and behavioral-finance researcher discusses conventional personal finance advice, emergency savings, and the role of defaults in improving retirement outcomes.

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.
0:23.3	Purchase New York.
0:26.3	If you're looking for even more investing insights data and analysis,
0:30.5	join us at this year's Morning Star Investment Conference, April 25th to 27th in Chicago.
0:36.1	We have a great agenda this year featuring top financial minds
0:39.3	from economists like former U.S. Secretary of the Treasury Larry Summers to corporate finance
0:44.6	and valuation guru, Oswath Demoteren, and retirement planning expert Wade Fow. There's
0:50.3	something for everyone looking to tackle the challenges and opportunities for investors in the current market.
0:56.4	We're in person only this year, so check out the link in our show notes to register.
1:00.9	We'll see you in Chicago.
1:03.5	Please stay tuned for important disclosure information at the conclusion of this episode.
1:09.6	Hi, and welcome to the Longview.
1:11.4	I'm Jeff Battack, Chief Ratings Officer for Morningstar Research Services.
1:15.5	And I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morning
1:19.0	Star.
1:20.2	Our guest this week is James Choi.
1:22.5	Dr. Choi is a professor of finance at the Yale School of Management, where he teaches
1:26.8	and conducts research
	...

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