4.5 • 775 Ratings
🗓️ 18 December 2019
⏱️ 51 minutes
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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. |
0:23.3 | 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. |
0:34.6 | I'm Christine Ben's Director of Personal Finance for Morningstar, Inc. |
0:38.1 | And I'm Jeff Battack, Global Director of Manager Research for Morningstar Research Services. |
0:42.4 | I'll be joining the conversation remotely from London this week. |
0:45.6 | Our guest on the podcast today is Dr. Moira Summers, a clinical neuropsychologist and professor. |
0:52.0 | She's also author of the book, Advice That Sticks, How to Give Financial |
0:55.9 | Advice that People Will Follow, published in 2018. Dr. Summers' expertise is in brain |
1:01.4 | functioning, behavior change, and mental health, topics that she often discusses in the context |
1:06.7 | of financial advice. She's a frequent public speaker and also consults with advisors on improving |
1:12.8 | their client outcomes. Dr. Summers is a senior faculty member with the Sudden Money Institute, |
1:18.3 | where she trains advisors and conducts research into the psychological factors at play during |
1:23.6 | major life transitions. We're thrilled to have her here with us today. Dr. Summers, |
1:28.9 | welcome to the Longview. Thank you so much. I'm looking forward to speaking with you both. |
1:33.1 | Well, we're looking forward to speaking with you, too. We're thrilled to have you here. |
1:36.2 | When we interviewed Michael Kitsis for this podcast a few months ago, one thing that we talked about |
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