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
4.4 • 2K Ratings
🗓️ 5 July 2023
⏱️ 60 minutes
🧾️ 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.
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Transcript
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| 0:00.0 | pre-recorded from Joe's mom's basement. Welcome to a 2018 Greatest Hits Rewind episode of the |
| 0:09.0 | Stacking Benjamin Show. Hey everyone, I'm Griffin the intern, but because we're all friends here, |
| 0:14.7 | just call me the Fintern. I don't know about you, but I found some great nuggets from David |
| 0:19.7 | Pogue on Monday's show. Today, we'll follow it up with some investing advice. We really enjoyed talking to Dr. Steve Wendell from Morningstar about how to solve the retirement Rubik's cube. If you've never seen Morningstar's illustration to help investors know what they're investing in, it kind of looks like a Rubik's cube, so that's where the mention comes from. On Monday, we went back to |
| 0:37.8 | 2017. This one, as I mentioned earlier, is from 2018. 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. |
| 0:53.5 | Hi, this is Kelly from Detroit, Michigan, and when I'm not changing diapers, and no, not mine, |
| 0:59.4 | I'm stacking benjamins. |
| 1:06.1 | Live from Jones' mom's basement, it's the Stacking Benjamin Show. |
| 1:20.1 | I'm Joe's Mom's Neighbor, Doug, and happy international sushi day. |
| 1:24.1 | I've never been a big fan of anything fish, but given the opportunity on a big holiday |
| 1:30.0 | like this, anything is possible. Oh man, that sentence included a whale of fish punts. Man, I'm good. |
| 1:36.7 | But on today's Dolphinately Great podcast, we welcome to the show, a guy who knows all about |
| 1:42.8 | investor behavior from Morningstar, Dr. Steve Wendell. |
| 1:46.8 | The news on retirement isn't good, and Steve will bring eight different solutions. |
| 1:51.4 | In our headline segment, fund managers see an economic crash on the horizon. |
| 1:56.0 | So should you worry? |
| 1:57.6 | And what do financial advisors make of the recent cryptocurrency boom? Plus, we'll throw |
| 2:03.2 | out the Haven Lifeline to Blake and his question about what to do when the play money runs out, |
| 2:08.8 | answer a listener letter, and of course, swim down to my fish-tastic trivia. And now two guys |
| 2:15.2 | who celebrate National Sushi Day by podcasting with you, Joe and |
| 2:20.3 | oh, Jha, Jha, Jee. How else would you celebrate? Hello? I only like to eat California |
... |
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