Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful’

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

🗓️ 25 April 2023

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

The author and columnist shares insights about rising interest rates and mortgage paydown, crypto and meme stocks, and his own financial journey and portfolio.

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 Lansing, Michigan, and Jackson
0:21.4	National Life Insurance Company of New York. Purchase New York.
0:26.1	If you're looking for even more investing insights, data, and analysis, join us at this
0:31.4	year's Morning Star Investment Conference, April 25th through 27th in Chicago.
0:36.6	We have a great agenda this year featuring top financial minds.
0:40.5	From market gurus like Liz Ann Saunders to great investors like Steve Romick, to retirement
0:45.9	planning experts like Mary Beth Franklin and Dr. Laura Carstinson, there is something for
0:50.9	everyone looking to tackle the challenges and opportunities for investors in the current market.
0:55.8	We're in person only this year, so check out the link in our show notes to register.
1:00.8	We're looking forward to seeing you in Chicago.
1:03.6	Please stay tuned for important disclosure information at the conclusion of this episode.
1:10.2	Hi, and welcome to the Longview.
1:12.3	I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
1:16.8	And I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services.
1:21.0	On the podcast today, we welcome back Jonathan Clements,
1:24.4	who was among our first guests when we launched this podcast back in 2019.
1:29.3	Jonathan is the founder and editor of Humble Dollar, and he's also the editor of a new book called My Money Journey,
1:35.4	which is a compilation of essays from 30 individuals about how they found financial freedom.
	...

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