In this episode, Luis speaks with Anne Lester. Anne is a retirement expert, author, media commentator, top-rated speaker and former Head of Retirement Solutions for JPMorgan Asset Management, where she worked almost 30 years. In 2020, Anne was recognized for her extraordinary lifetime contributions to Americans’ economic security with the prestigious Ray Lillywhite Award. She is on a mission to help rising leaders retire on their time and target.

A top-rated speaker, Anne addresses the under-45 crowd as well as professional audiences, including P&I, NAPA, Wharton, plus financial firms and their clients.

Anne is also a media commentator and regular contributor on personal finance and retirement issues. She has been featured on outlets including Bloomberg TV, CNBC, Forbes, Business Insider, Wall Street Journal, The New York Times and Barron’s. She also co-founded The Aspen Leadership Forum on Retirement Savings with AARP. Her book, Your Best Financial Life: Save Smart Now for the Future You Want (William Morrow, 2024), helps younger savers find long-term savings success by overcoming their behavioral biases.

Notes:

In this episode Luis and Anne talk about:

• Achieving your current goals while also prioritizing your retirement
• Hacks and actionable items to make saving money easier
• How to determine if a luxury item is worth the splurge
• Three questions to ask yourself before you tap into your emergency savings

And much more……..

Resources:

· Visit Anne’s website

· Buy Anne’s Book: Your Best Financial Life; Save Smart Now for the Future You Want

· Follow Anne on LinkedIn

· Follow Anne on IG

· Subscribe to Anne’s YouTube channel

· Follow Anne on FaceBook

· Follow Anne on TikTok