When Retirement Seems Impossible (with Dr. Steve Wendel from Morningstar) Greatest Hits Rewind

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Education, Business, Money, Investing, Financial Planning, Cfp, Personal Finance, Retirement

4.4 • 2K Ratings

🗓️ 5 July 2023

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Don’t miss our podcast rewind episode where we interview the head of behavioral science at Morningstar, Dr. Steve Wendel, on the topic of some potentially big problems in retirement - and he dishes out eight possible ways to improve your retirement readiness. The show originally aired in 2018 so ignore any mention of current events. Check out the original show notes here. FULL SHOW NOTES: https://www.stackingbenjamins.com/dr-steve-wendel-from-morningstar-rewind-1378 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Pre-recorded from Joe's mom's basement, welcome to a 2018 Greatest Hits Rewind episode
0:08.7	of the Stacking Management Show.
0:10.6	Hey everyone, I'm Griffin the intern, but because we're all friends here, just call me
0:15.2	the fintern.
0:16.2	I don't know about you, but I found some great nuggets from David Pogue on Monday's
0:20.7	show.
0:21.7	Today, we'll follow it up with some investing advice.
0:23.8	We really enjoyed talking to Dr. Steve Wendell from Morningstar about how to solve the
0:27.8	retirement ruby's cube.
0:29.5	If you've never seen Morningstar's illustration to help investors know what they're investing
0:32.7	in, it kinda looks like a ruby's cube, so that's where the mention comes from.
0:36.7	On Monday, we went back to 2017.
0:39.1	This one, as I mentioned earlier, is from 2018.
0:42.0	So ignore any mention of current events.
0:44.2	Enjoy the show, let me press this button to get it rolling, and fintern out.
0:51.0	Hi, this is Kelly from Detroit, Michigan, and when I'm not changing diapers and know
0:58.0	not mine, I'm Stacking Benjamins.
1:06.0	Live from Joe's Mom's Basement, it's the Stacking Benjamins Show.
1:20.5	I'm Joe's Mom's Neighbor Duggan, Happy International Sushi Day.
1:24.2	I've never been a big fan of anything fish, but given the opportunity on a big holiday
1:30.1	like this, anything is possible.
1:33.1	Oh man, that sentence included a whale of fish, punts, man, I'm good.
	...

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