Experible with Krati Mehra

Anne Lester ON Navigating Debt, Savings, & Investments to Safeguard Your Financial Future


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In this episode, Anne Lester, a retirement expert, author, media commentator, top-rated speaker and former Head of Retirement Solutions for JPMorgan Asset Management, dissects the current economic turmoil and helps us understand what it means for personal financial security in today's unpredictable world.

Dive deep into the practicalities of achieving financial stability, managing investments, the realities of retirement planning, and navigating high-stress financial decisions. Whether you're a seasoned investor, a young professional starting out, or someone looking to refine your financial strategies amidst global instability, this episode offers invaluable insights to help you safeguard your financial future and make informed decisions.

 

SHOWNOTES - 

00:00:00 - Episode & Guest Introduction

00:01:35 - Responding to economic instability

00:07:50 - Practical strategies for creating financial security in uncertain times

00:13:55 - Buying vs renting a house

00:19:50 - TWO Must dos with money

00:21:00 - Saving for gig workers and freelancers

00:26:40 - How personal choices affect financial outcomes

00:30:30 - Curiosity & definition of failure as the KEY to better choices

00:37:40 - Advice for reckless spenders

00:48:20 - Managing debt, optimizing savings, & planning for future needs

00:53:10 - Where to invest, diversification, & market dynamics

00:59:45 - Directing your focus on wealth cultivation and learning more

01:09:52 - Retirement planning & the FIRE movement

 

RECOMMENDED RESOURCES - 

Your Best Financial Life by Anne Lester - https://www.amazon.com/Your-Best-Financial-Life-Future/dp/006332086X

The Psychology of Money by Morgan Housel - https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681

Nudge by Richard H Thaler and R Sunstein - https://www.amazon.com/Nudge-Improving-Decisions-Health-Happiness-ebook/dp/B009KERBQI/

Thinking, Fast and Slow by Daniel Kahneman - https://www.amazon.com/Thinking-Fast-Slow-Daniel-Kahneman-ebook/dp/B005MJFA2W/

The Intelligent Investor by Benjamin Graham and Jason Zweig - https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661

 

CONNECT WITH ANNE LESTER - 

Website - https://www.annelester.com

LinkedIn - https://www.linkedin.com/in/savesmartwanne

YouTube - https://www.youtube.com/channel/UCE7snA-XZ4vdlUAXFU8MHEg  

Facebook - https://www.facebook.com/savesmartwanne

 

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Experible with Krati MehraBy Krati Mehra

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