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In this episode of Crush Your Money Goals, we sit down with Anne Lester, the former Head of Retirement Solutions at JP Morgan Asset Management, to discuss her transformative journey from Wall Street to personal pilgrimage. Anne delves into her pioneering work on target date funds, offering practical financial advice for professional women navigating their 401(k)s and retirement planning. She also shares her personal experiences of leaving a high pressure career to pursue new passions, including a pilgrimage walk from Canterbury to Rome and writing her forthcoming book.
In this episode, you will learn the following :
Episode Timeline:
[00:00:03] - Finding Inspiration in Personal Crisis
[00:04:29] - Understanding Target Date Funds
[00:08:11] - Reflecting on Career and Identity
[00:10:34] - Deciding to Retire at Career Peak
[00:14:55] - Financial Independence for Women
[00:19:11] - Strategic Plan for Financial Transition
[00:23:14] - Planning Future Tasks and Collaboration
[00:30:08] - Evolution of Writing Passion
[00:37:29] - Navigating Personal Growth and Decisions
Learn more about Anne Lester:
Website: annelester.com/
TikTok: tiktok.com/@savesmartwanne
Instagram: instagram.com/savesmartwanne
Learn more about Stefanie Gonzales and the Women's Wealth Effect:
LinkedIn: linkedin.com/in/stefanie-gonzales-83a87aa
Instagram: https://www.instagram.com/womenswealtheffect/?hl=en
Facebook: https://www.facebook.com/Womenswealtheffect
Early Retirement Planner: https://www.womenswealtheffect.com/planner
Book Your Free 1:1 with Stefanie: https://www.womenswealtheffect.com/free
Learn more about Bernadette Joy and the Crush Your Money Goals:
Order her book: https://www.simonandschuster.com/books/Crush-Your-Money-Goals/Bernadette-Joy/9781507222638
Website: https://www.crushyourmoneygoals.com/
10 Money Tools: https://www.crushyourmoneygoals.com/freeguide
4.9
3838 ratings
In this episode of Crush Your Money Goals, we sit down with Anne Lester, the former Head of Retirement Solutions at JP Morgan Asset Management, to discuss her transformative journey from Wall Street to personal pilgrimage. Anne delves into her pioneering work on target date funds, offering practical financial advice for professional women navigating their 401(k)s and retirement planning. She also shares her personal experiences of leaving a high pressure career to pursue new passions, including a pilgrimage walk from Canterbury to Rome and writing her forthcoming book.
In this episode, you will learn the following :
Episode Timeline:
[00:00:03] - Finding Inspiration in Personal Crisis
[00:04:29] - Understanding Target Date Funds
[00:08:11] - Reflecting on Career and Identity
[00:10:34] - Deciding to Retire at Career Peak
[00:14:55] - Financial Independence for Women
[00:19:11] - Strategic Plan for Financial Transition
[00:23:14] - Planning Future Tasks and Collaboration
[00:30:08] - Evolution of Writing Passion
[00:37:29] - Navigating Personal Growth and Decisions
Learn more about Anne Lester:
Website: annelester.com/
TikTok: tiktok.com/@savesmartwanne
Instagram: instagram.com/savesmartwanne
Learn more about Stefanie Gonzales and the Women's Wealth Effect:
LinkedIn: linkedin.com/in/stefanie-gonzales-83a87aa
Instagram: https://www.instagram.com/womenswealtheffect/?hl=en
Facebook: https://www.facebook.com/Womenswealtheffect
Early Retirement Planner: https://www.womenswealtheffect.com/planner
Book Your Free 1:1 with Stefanie: https://www.womenswealtheffect.com/free
Learn more about Bernadette Joy and the Crush Your Money Goals:
Order her book: https://www.simonandschuster.com/books/Crush-Your-Money-Goals/Bernadette-Joy/9781507222638
Website: https://www.crushyourmoneygoals.com/
10 Money Tools: https://www.crushyourmoneygoals.com/freeguide
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