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/⁠⁠⁠

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(149)

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 Syys 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 Syys 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 Elo 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 Elo 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 Elo 1h 9min

Why Putin Can't Win, China Won't Fold, and Trump Is Running Out of Options

Why Putin Can't Win, China Won't Fold, and Trump Is Running Out of Options

What if the three most dangerous regimes on earth — Russia, China, and Iran — are all weaker than they appear, and yet America is still losing ground to all three at once?Sir Niall Ferguson has spent ...

6 Elo 1h 8min

The Illiquid Jenga Tower: Inside the Private Credit Timebomb Nobody's Talking About

The Illiquid Jenga Tower: Inside the Private Credit Timebomb Nobody's Talking About

What if the passive investing revolution (the idea that just buying the index and holding is the smartest thing most people can do) has quietly turned into something that no longer resembles the effic...

2 Elo 1h 16min

Why the Most Important Economic Story of Our Time Isn't the Tariffs — It's the Institutions

Why the Most Important Economic Story of Our Time Isn't the Tariffs — It's the Institutions

What if one of the most famous and widely cited findings in modern economics (that money doesn't really make you happier) turned out to simply be wrong? And what does the economist who proved it wrong...

31 Heinä 1h 9min

Suosittua kategoriassa Koulutus

rss-murhan-anatomia
aamukahvilla
psykopodiaa-podcast
rss-luonnollinen-synnytys-podcast
voi-hyvin-meditaatiot-2
psykologia
adhd-podi
rss-liian-kuuma-peruna
rss-uskonto-on-tylsaa
kesken
rss-koira-haudattuna
rss-duodecim-lehti
koulu-podcast-2
rss-arkea-ja-aurinkoa-podcast-espanjasta
rss-spessu
rss-rahamania
ihminen-tavattavissa-tommy-hellsten-instituutti
rss-vapaudu-voimaasi
aloita-meditaatio
rss-niinku-asia-on