Kerry Pechter on Mastering Retirement Planning During Political Shifts

Kerry Pechter on Mastering Retirement Planning During Political Shifts

Take the guesswork out of financial decisions at every stage of life with Maxifi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://maxifiplanner.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Designed by Economist Laurence Kotlikoff.


Professor Kotlikoff welcomes Kerry Pechter, a seasoned journalist and the pioneering founder and editor of Retirement Income Journal. Kerry's profound knowledge and keen insights into the global retirement industry have established him as a leading authority. His journalistic journey, which includes notable tenures at Vanguard and as an Annuity Market News senior editor, has uniquely positioned him to dissect and predict trends in retirement planning.


During this eye-opening discussion, Kerry lends his expertise on a variety of topics that are critical for anyone thinking about their financial future.


Topics:

  • The Impact of Elections on Retirement Planning
  • Personal Responsibility in Retirement Readiness
  • The Complex World of Annuities
  • The Ethical Obligations of Financial Advisors

Time Stamps:

  • 00:00 Favorable experience attending small liberal arts school.
  • 08:34 Leveraging opportunities for career success and retirement.
  • 14:41 Lack of data on couples’ savings for retirement.
  • 19:51 Various types of annuities and salespeople explained.
  • 27:58 Contentious argument with dol threatens livelihood, forces change.
  • 32:08 Client questions insurance agent's honesty and obligations.
  • 34:59 Financial advisor selling opaque investment products, lacking transparency.
  • 45:40 Nicholas Barr on retirement systems and challenges.
  • 48:01 Propose new fully funded, Wall Street-free system.
  • 53:18 Plan ahead, save, and understand finances.


The conversation provides invaluable counsel for listeners seeking to navigate the often complex realm of retirement planning. Pechter's global perspective and Kotlikoff's economic expertise combine to offer a masterclass on the subject, making this an episode not to be missed.

____________________________________________________


Laurence Kotlikoff is a Boston University Economist, a NY Times Best Selling Author, President of maxifi.com, and Author of Money Magic.


Follow Professor Kotlikoff:

Facebook: kotlikoff

Twitter: @kotlikoff

LinkedIn: laurencekotlikoff

Substack: https://larrykotlikoff.substack.com/

Books: https://kotlikoff.net/books/

Company: https://maxifiplanner.com/⁠⁠⁠

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(152)

Why Africa’s Richest Opportunity Is Being Ignored by Wall Street

Why Africa’s Richest Opportunity Is Being Ignored by Wall Street

What if the biggest investment opportunity in the world is hiding in plain sight, and the reason no one is taking it is fear of the unknown?Theo Kocken spent two decades building Cardano into one of E...

15 Okt 1h 3min

She Knew the Social Security Formula at 16. Now She's Warning Washington It Won't Save Itself

She Knew the Social Security Formula at 16. Now She's Warning Washington It Won't Save Itself

What does it mean when one of the country's leading labor economists, a former Obama White House advisor who served as chief economist at the Department of Labor, tells you that Washington's bet on AI...

30 Sep 1h 8min

The Harvard Genius Mapping the Death of the American Dream — Zip Code by Zip Code

The Harvard Genius Mapping the Death of the American Dream — Zip Code by Zip Code

What if the single strongest predictor of whether a poor kid rises into the middle class has nothing to do with intelligence, work ethic, or even education, and everything to do with who happens to be...

17 Sep 1h 8min

Dead Men Are Running America's Budget, and Their Policies Are Bankrupting Your Kids

Dead Men Are Running America's Budget, and Their Policies Are Bankrupting Your Kids

What does it mean when the co-founder of America's premier nonpartisan fiscal policy institution tells you that both parties have systematically abandoned the working class, the young, and the America...

11 Sep 58min

The Race Against Time: Can Argentina's Economy Recover Before the Election Kills the Reform?

The Race Against Time: Can Argentina's Economy Recover Before the Election Kills the Reform?

What if solving Argentina's inflation crisis required nothing more than a single televised announcement — and the government is still not making it?Emilio Ocampo advised President Milei during his 202...

2 Sep 1h 3min

34% of Gen Z Is Gambling Online. They Think It's Investing

34% of Gen Z Is Gambling Online. They Think It's Investing

What if the single biggest financial threat facing young Americans right now isn't student debt or housing prices, but a $22% credit card rate on one side and an online gambling habit disguised as inv...

29 Aug 56min

Is AI the End of Mathematics, or Its Most Exciting New Beginning?

Is AI the End of Mathematics, or Its Most Exciting New Beginning?

What does it feel like to watch an AI solve a problem in a single prompt that you've spent years working on, and produce a stronger result than your own published papers?Professor Kotlikoff grew up ac...

20 Aug 1h 18min

Your Medicare Premium Is Rising Twice as Fast as Your Social Security Check — Here's What to Do About It

Your Medicare Premium Is Rising Twice as Fast as Your Social Security Check — Here's What to Do About It

What if the Medicare premium increases heading your way aren't just a number, they're a signal that the entire system is heading somewhere most retirees aren't prepared for?Phil Moeller has co-written...

19 Aug 1h 9min

Populært innen Fakta

fastlegen
dine-penger-pengeradet
rss-kunsten-a-leve
fryktlos
relasjonspodden-med-dora-thorhallsdottir-kjersti-idem
rss-strid
treningspodden
rss-bisarr-historie
foreldreradet
jakt-og-fiskepodden
rss-orjasater
sinnsyn
hverdagspsyken
mikkels-paskenotter
gravid-uke-for-uke
rss-mind-body-podden
dopet
hr-podden-2
rss-var-forste-kaffe
level-up-med-anniken-binz