Mark Miller: Rebooting Retirement

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

🗓️ 10 January 2023

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

The author and retirement expert discusses inflation’s impact on older adults, the job market for older workers, and practical strategies for maximizing Social Security and Medicare benefits.

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 and Retirement Planning for Morningstar.
0:39.3	And I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services.
0:43.5	Today on the podcast, we welcome back Mark Miller. Mark is an author, columnist, and a nationally recognized expert on trends in retirement and aging.
0:52.7	His latest book is called Retirement Reboot,
0:55.6	Common Sense Financial Strategies for Getting Back on Track. Mark's work considers retirement holistically,
1:02.0	including health care and Medicare, Social Security, retirement investing, midlife careers,
1:07.9	and housing. Mark is a regular contributor to Morningstar.com, and he also writes
1:13.0	about retirement matters for Reuters, The New York Times, and Wealth Management.com. In addition to
1:19.0	retirement reboot, Mark has written several other books, including The Hard Times Guide to Retirement
1:24.2	Security, and Jolt, stories of trauma and transformation. Additionally,
1:29.6	Mark has his own podcast and newsletter, both of which are called Retirement Revised. Mark,
1:35.2	welcome back to the Longview. Thank you so much. Great to be here. Well, it's great to have you here.
1:40.8	We want to talk about your book and we want to talk about the current environment for
1:45.0	retirees, pre-retirees. One of the central points you make in your latest book is that the pandemic
1:51.1	dealt a setback to a lot of people's retirement plans. How so? So when we saw the economy put into
1:58.3	this kind of rapid lockdown or shutdown mode,
	...

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