4.6 • 658 Ratings
🗓️ 22 November 2024
⏱️ 70 minutes
🧾️ Download transcript
Anne Lester is here to discuss the retirement solutions and challenges that are facing each generation. Ann shares insights into the challenges of saving for retirement, influenced by her personal experiences as a former "terrible saver." There is a lot the anxiety surrounding retirement savings, the pitfalls of focusing on "the number," and the importance of understanding personal spending flexibility and failure lines. Ann discusses generational differences in retirement preparedness and highlights strategies for building retirement savings, such as saving future raises and adjusting spending priorities.
Today we discuss...
For more information, visit the show notes at https://moneytreepodcast.com/retirement-solutions-anne-lester-662
Today's Panelists:
Kirk Chisholm | Innovative Wealth
Jeff Hulett | Finance Revamp
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0:00.0 | Welcome to the Money Tree Investing Podcast. |
0:04.0 | Stock market, wealth, personal finance, value stocks, invest in your life. |
0:10.0 | Hello, the Smart Money Tree Podcast listeners. |
0:12.0 | Welcome to this week's show. |
0:13.0 | My name's Kirk Chisholm and I'll be your host. |
0:15.0 | So today I'm joined with Ann Lester. |
0:17.0 | How do you, Ann? |
0:18.0 | I'm good. |
0:19.0 | How are you? |
0:20.0 | Doing great. It's a bright sunny day here this fall. Tell us a little bit |
0:23.6 | about your background before we begin. So I spent almost 30 years working at J.P. Morgan |
0:28.2 | Asset Management, where I was a portfolio manager. I started and managed the J.P. Morgan |
0:33.5 | Smart Retirement Target Date Fund, spent about 20 years really focusing on defined contributions, saving and investing, doing research, looking at policy areas, and really |
0:42.7 | trying to figure out how to help people retire when they want to with an amount of money |
0:47.2 | that lets them maintain their lifestyle. |
0:49.1 | You really like retirement. |
0:50.6 | What's drawing you to that? |
0:52.1 | What is it about retirement that really excites you? |
0:54.5 | You know, the first person to ask me that question. |
0:56.7 | Man, a couple of things. |
0:58.4 | One, I was a terrible saver in my youth, and I really messed up everything about my own financial situation. |
1:05.7 | And it wasn't until I was asked by J.P.organ asset management to sort of look into building a retirement |
... |
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