Anne Tergesen

In this engaging discussion, Anne Tergesen, a Wall Street Journal reporter, shares insights from her article on living solely off Social Security. She reveals the daily realities for retirees relying on an average monthly check of $1,900. Listeners will explore personal stories highlighting the importance of budgeting and community support. The conversation touches on adaptations that enhance quality of life, and the vital role of financial literacy for a secure retirement. Anne’s expertise brings a heartfelt perspective to the pressing challenges faced by many seniors.

Wall Street Journal reporters Anne Tergesen and Veronica Dagher discuss how Americans are navigating retirement, from those with almost no savings to those with $5 million. They explore the challenges of retirement, the complexities of achieving a $1 million retirement target, and the impact of automatic enrollment in 401k plans on generational attitudes. The podcast also highlights retirement as a phase of growth and joy, emphasizing personal fulfillment and continuous development in adulthood.

Holly Verdeyen, a partner at Mercer, sheds light on integrating private investment assets into 401(k) portfolios, discussing their potential impact on long-term savings. She elaborates on how private assets differ from traditional stocks and bonds. Anne Tergesen, a retirement and personal finance reporter, shares insights on the suitability of these investments for various investors. They delve into the implications of a groundbreaking private credit ETF and the additional fees tied to private assets, emphasizing the need for careful consideration in retirement planning.