Michael Finke: Here’s What Makes Retirees Happy

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

🗓️ 2 October 2019

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

A respected retirement researcher discusses what types of spending are correlated with a better retirement--and which are not.

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.
0:32.4	Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance for Morningstar, Inc. My colleague
0:38.8	Jeff Patak is away, so I'll be conducting today's interview solo. Our guest today on the podcast
0:44.2	is nationally renowned retirement researcher Dr. Michael Finca. Michael's Professor of Wealth Management
0:50.0	and the Frank M. Engel Distinguished Chair in Economic Security at the American College of Financial Services.
0:56.9	He joined the college in June 2016, having served since 2006 as a professor and PhD coordinator
1:03.5	in the Department of Personal Financial Planning at Texas Tech University.
1:08.2	From 1999 through 2006, he served as the Director of Graduate Studies at the
1:13.4	University of Missouri. Michael has published more than 50 peer review articles with a focus on the
1:19.2	value of financial advice, financial planning regulation, investments, and individual investor
1:24.6	behavior. He was named to the 2012 Investment advisor IA.25 list and the 2013 and
1:31.9	2014 investment news power 20. His research conducted with Wade Fow, questioning the 4% rule,
1:39.1	was published in the Journal of Financial Planning and won the 2014 Montgomery Warshower Award for the most influential
1:45.6	article in the publication. He had previously won the award with Thomas Langdon in 2013.
1:51.8	He was also selected to present his research on financial literacy and aging at the 2015 MIT
1:57.8	Center for Finance and Policy Conference. Michael, thank you so much for being here and
2:02.4	welcome to the Longview. Thank you, Christine. I'd like to start with the first topic that I ever
	...

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