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The Long View

Robert Powell: ‘How Do I Generate the Income?’

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

4.5775 Ratings

🗓️ 14 March 2023

⏱️ 54 minutes

🧾️ Download transcript

Summary

The retirement-planning specialist discusses whether the 60/40 is broken, annuities, and the challenges of creating one-size-fits-many solutions for retirement.

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 Lansing, Michigan, and Jackson

0:21.4

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.

0:32.7

Hi, and welcome to The Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning

0:37.9

for Morning Star. And I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services.

0:43.5

Our guest on the podcast today is financial journalist and certified financial planner, Robert Powell.

0:49.3

His work appears regularly in Marketwatch.com, USA Today, The Street.com, the Wall Street Journal, and AARP.

0:58.3

Bob also serves as the Director of Retirement Education at Sensible Money and as editor-in-chief

1:03.7

of the Investments in Wealth Institute's Retirement Management Journal. He's also an instructor

1:08.8

in Salem State University's online elder planning specialist

1:12.3

program. In addition, Bob hosts two podcasts himself, the Investments in Wealth Institute's

1:18.5

exceptional advisor podcast and the Callaway Climate Insights podcast. He received his bachelor's degree

1:25.3

from Marquette University and a master's degree from Boston University.

1:29.8

Bob, welcome to the Longview.

1:32.6

Thanks for having me, Christine.

1:34.7

Well, thanks for being here.

1:36.0

So we want to start out by talking about the current environment.

1:40.1

Hot topic in the wake of last year's simultaneous sell-off in the stock and bond markets was

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