Steve Chen: 'How Do You Deliver Lifetime 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

4.5 • 775 Ratings

🗓️ 13 January 2021

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

The NewRetirement founder discusses how retirement planning can be simplified, the role of automation, and the challenges facing new retirees.

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.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.8	Hi, and welcome to the Longview.
0:34.8	I'm Christine Ben's Director of Personal Finance for Morningstar.
0:38.6	And I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services.
0:42.3	Our guest on the podcast today is Steve Chen.
0:45.4	Steve is the founder and CEO of New Retirement.com, which he describes as a turbo tax for financial planning.
0:52.3	New Retirement Advisors also offers one-on-one financial advice in coaching with certified financial planning. New retirement advisors also offers one-on-one financial advice in coaching
0:56.3	with certified financial planners. Prior to founding new retirement, Steve founded venture-backed
1:01.6	companies in education and financial services and worked as a consultant at firms including
1:06.5	Charles Schwab, Fidelity, and Dimensional Fund Advisors. He also hosts the New Retirement
1:12.0	podcast and contributes to Forbes. Steve received his Bachelor's of Science and Systems Engineering
1:18.0	from Boston University. Steve, welcome to the Longview. Christine, thanks for having me on.
1:23.5	It's an honor to be here. Well, it's great to have you here. We want to talk about new retirement, which is a platform for retirement planning.
1:31.4	So let's talk about how you started it and why you started it.
1:35.1	It sounds like you and your brother were trying to help your mom figure out her plan for retirement.
1:40.5	Can you talk about that journey in the areas where you found the conventional retirement planning tools came up short?
	...

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