Moshe Milevsky: How to Lower Retirement Risk at a Turbulent Time

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

🗓️ 6 May 2020

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

A pioneering researcher on the role of human capital in financial planning, the importance of biological age to retirement planning, the role of annuities and tontines in hedging longevity risk, and more.

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.
0:23.3	Purchase New York.
0:26.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.5	Hi, and welcome to the Longview.
0:34.4	I'm Christine Ben's Director of Personal Finance for Morningstar, Inc. And I'm Jeff Battackz, Director of Personal Finance for Morningstar Inc.
0:37.7	And I'm Jeff Battack, Global Director of Manager Research for Morning Star Research Services.
0:42.2	Our guest on the podcast today is renowned retirement researcher Moshe Milovsky.
0:47.1	Dr. Malewski has conducted research on a broad range of topics, including pensions, annuities,
0:52.5	investment strategies for people approaching retirement,
0:55.6	and asset allocation over the human life cycle. A prolific writer and researcher, Professor
1:01.0	Mulevsky is also the author of several books, including Are You a Stock or Bond, the Seven
1:06.5	Most Important Equations for Your Retirement, and the Calculus of calculus of retirement income. His recent books
1:12.1	include King William's Taunteen, Why the Retirement Annuity of the Future should resemble its
1:17.1	past, and the day the king defaulted, financial lessons from the stop of the exchequer in 1672.
1:24.3	He has served as a professor of finance at the Shulik School of Business at York University for the past 25 years.
1:30.3	He received his bachelor's in physics at Yeshiva University, his master's degree in mathematics and statistics at York University, and his PhD in finance at York University's Shulik School of Business.
1:43.3	Dr. Mulevsky, welcome to the Longview.
1:46.0	Thank you.
	...

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