Welcome to episode 226 of Love, your Money! In this episode, I’m joined by retirement expert Anne Lester. Anne’s 30-year career in finance is beyond impressive. She was the Head of Retirement Solutions at JP Morgan, where she managed $125 billion in target date assets and traveled around the country to share her expertise.

Anne’s mission is to help others prepare for a secure and successful retirement. She’s a regular contributor to Bloomberg TV, CNBC, The Wall Street Journal, and The New York Times and is preparing to release her new book, “Your Best Financial Life.”

In today’s episode, you’ll hear about the different “money types” and how to understand yours to save smarter. You’ll also hear how to clear the psychological hurdles of saving for retirement, actionable advice for building a healthy portfolio, and how to reshape harmful investing behaviors.

Here’s what you’ll find out in this week’s episode of Love, your Money:

Anne’s robust financial resume
Why Millennials own less wealth
Rewiring your brain for delayed gratification
How to outpace inflation
Why to automate your investing
Different money types
Minimizing the emotional stress of investing
How to approach retirement investing
Advice for people who are behind on saving

Show Notes

To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/anne-lester

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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

226: Automating Your Savings to Secure Your Best Financial Life with Anne Lester