Steve Vernon: 'Older Workers Become Targets' in Tough Economic Environments

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

🗓️ 9 September 2020

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

The retirement researcher and author discusses the benefits and challenges of working longer, the health of Social Security, and what longevity means for retirees' plans.

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, purchase New York.
0:26.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.8	Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance for Morningstar.
0:38.3	And I'm Jeff Battack, Global Director of Manager Research for Morning Star Research Services.
0:42.7	Before we get into the conversation, we wanted to share some exciting news. The Morningstar
0:47.7	Investment Conference for Investment Professionals will be held virtually this year on September 16th and 17th.
0:54.3	We're offering the same research analysis and insight you'd get at the live event for a reduced price of $149.
1:01.4	And the best part is you can join us from wherever you are.
1:04.9	For more information or to register, visit go.mortmortemortempsar.com forward slash M-I-C. Again, that website is go.mortmongstar.com forward
1:16.4	slash MIC. I'll be speaking at the virtual MIC, so I'd love to have some of our longview listeners
1:22.6	join us there. Now let's get into the episode. Our guest on the podcast today is retirement specialist and author Steve Vernon.
1:30.6	Steve is president of rest of life communications and a research scholar at the Stanford Center
1:35.9	on Longevity, where he conducts and directs research on retirement planning and behavioral
1:40.7	economics.
1:42.0	He's also the author of several books on retirement planning, including
1:45.6	his latest, Don't Go Broken Retirement, and Retirement Game Changers. In addition, Steve writes a regular
1:52.8	column on retirement planning for Forbes.com. He previously helped large employers design and manage
1:58.9	their retirement programs. Steve retired as vice president
	...

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