Jeffrey Brown: Saving for Retirement 'Only Half the Puzzle'

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

🗓️ 27 November 2019

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

The noted retirement researcher explores 401(k)s, "the annuity puzzle," long-term care, and Social Security.

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.
0:32.6	Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance for Morningstar, Inc.
0:37.4	And I'm Jeff Battack, Global Director of Personal Finance for Morningstar, Inc.
0:41.4	And I'm Jeff Battack, Global Director of Manager Research for Morning Star Research Services.
0:47.1	Our guest on the podcast today is Dr. Jeffrey Brown, the Joseph and Margo-Lakanishak professor,
0:52.2	and the dean of the University of Illinois Geese College of Business. A key focus of Dean Brown's research is how to create sustainable retirement income,
0:56.1	including the role of annuities, Social Security, 401K's, pensions, and long-term care planning.
1:02.2	He's a research affiliate at the National Bureau of Economic Research, a faculty affiliate of the
1:07.4	Institute on Government and Policy Affairs, and a fellow at the TIA Institute.
1:12.6	He also serves as a trustee for TIAA.
1:15.6	In addition, he served on the Social Security Advisory Board under President George W. Bush
1:20.6	and was also a senior economist at the White House Council of Economic Advisers.
1:25.6	He has published extensively on the topic of retirement security
1:29.1	and public and private insurance markets and has received numerous awards for his research as well.
1:35.1	He holds a PhD in economics from MIT and a master's in public policy from Harvard. We're pleased
1:41.1	to have him as a guest today. Dean Brown, welcome to the Longview. Thank you for having
1:45.8	them. We're thrilled to have you here. Let's get into a very general question. We have more and more people
	...

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