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/⁠⁠⁠

Episoder(131)

Top Gov Policy Expert Cliff Winston: "Less Is More" (A Timely Message for Our Dictated Economy)

Top Gov Policy Expert Cliff Winston: "Less Is More" (A Timely Message for Our Dictated Economy)

Ciff Winston is back on Economics Matters. He's also just out with an impressive new book -- Market Corrections NotGovernment Interventions: A Path to Improve the US Economy. The book is a devastating...

19 Jan 1h 1min

Trevor Chandler: The Path to AGI Is Modeling Brains - Not Expanding LLMs

Trevor Chandler: The Path to AGI Is Modeling Brains - Not Expanding LLMs

Innovation is the hot sauce of economic progress. Trevor Chandler is one of the hottest inventors on the planet. Whether it's inventing Covid detection masks, AI-driven portable disease-detection mach...

8 Jan 1h 6min

Is this 1929 All Over Again?

Is this 1929 All Over Again?

John Llewellyn, Lehman's Former Chief Economist, Head of Independent-Economics, and Leading Global Analyst,Talks Today's and Tomorrow's Geoeconomics and GeopoliticsJohn, as you'll quickly learn from t...

1 Des 20251h 8min

Daniel Shaviro, NYU Professor of Taxation at NYU Law School, and I Discuss Inequality, Optimal Taxation, Tariffs, and Tax Reform

Daniel Shaviro, NYU Professor of Taxation at NYU Law School, and I Discuss Inequality, Optimal Taxation, Tariffs, and Tax Reform

Dan is the Wayne Perry Professor of Taxation at NYU Law School, is a graduate of Princeton University and Yale Law School. Before entering law teaching, he spent three years each in private practice, ...

14 Nov 20251h 4min

Seth Benzell is Back to Update Us on All things AI

Seth Benzell is Back to Update Us on All things AI

With the leading ten AI companies comprising one third of the value of the S&P and none showing a profit plus the threat they pose to our jobs, let alone humanity, we best keep careful track of the in...

14 Nov 20251h 3min

Harvard's Brilliant Sociologist, Orlando Patterson, Discusses The Paradox of Freedom

Harvard's Brilliant Sociologist, Orlando Patterson, Discusses The Paradox of Freedom

Orlando Patterson is simply mesmerizing. We all take "freedom" for granted. But Orlando has studied what it is and isn't -- now and across the millenia. The result of this immensely deep as well as de...

30 Okt 20251h 14min

Fred Lane is back with Secrets for Avoiding Your Personal 1929

Fred Lane is back with Secrets for Avoiding Your Personal 1929

I'm not a big fan of investment advisors. Economics teaches us that not everyone can beat the market. Yet, there are tens of thousands advisors out there who will tell you that they and they alone hav...

24 Okt 20251h 15min

Is Steve Laffey America's Last Real Republican? Steve's Back to Survey the Wreckage of the Trump Presidency

Is Steve Laffey America's Last Real Republican? Steve's Back to Survey the Wreckage of the Trump Presidency

Steve Laffey is a true American rages-to-riches success story. But Steve took the biblical saying, "to those who have much is owed," fully to heart. After a highly successful career in banking, Steve ...

16 Okt 20251h 4min

Populært innen Fakta

mikkels-paskenotter
fastlegen
dine-penger-pengeradet
relasjonspodden-med-dora-thorhallsdottir-kjersti-idem
foreldreradet
treningspodden
rss-strid-de-norske-borgerkrigene
jakt-og-fiskepodden
rss-bisarr-historie
hverdagspsyken
sinnsyn
gravid-uke-for-uke
fryktlos
tomprat-med-gunnar-tjomlid
rss-kunsten-a-leve
level-up-med-anniken-binz
rss-kull
takk-og-lov-med-anine-kierulf
hagespiren-podcast
uroskolen