Justin Fitzpatrick: 'Retirees Have a Superpower'

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

🗓️ 12 July 2022

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The co-founder of retirement-software provider Income Lab says that older adults can take a few simple steps to ensure that their assets last throughout their lifetimes.

Transcript

Click on a timestamp to play from that location

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.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.7	Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:39.3	And I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services.
0:43.5	Our guest on the podcast today is Justin Fitzpatrick.
0:47.3	Justin is the co-founder and chief innovation officer at Income Lab, which provides retirement planning software.
0:53.9	Before co-founding Income Lab, Justin spent over 15 years in financial services, leading teams
0:59.6	in advanced financial planning and portfolio strategy and managing the development of financial
1:04.6	technology tools.
1:06.7	Prior to his work in financial services, Justin spent seven years in academia. He has taught at
1:12.0	MIT, Harvard University, Queen Mary University of London, and UCLA. Justin earned a BA from the
1:19.3	University of Michigan and a PhD from MIT. Justin is a CFA charter holder and a CFP professional.
1:27.2	Justin, welcome to the Longview. Thanks so much,
1:30.7	Christine, Jeff. Nice to talk with you. Well, it's great to have you here. We wanted to start by
1:35.9	discussing retirement planning in the context of the current moment. Given the current market
1:42.3	environment and inflation,
1:47.7	there's a lot of doomsaying going on in the retirement planning space.
1:51.1	But your message is generally more optimistic.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Morningstar, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Morningstar and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.