The Tao of Chao Podcast

Master Your Money Mindset: Smart Retirement Strategies Revealed w/ Anne Lester | Tao of Chao 27

• Philip Chao • Episode 27

Why is saving money so hard? Why is retirement planning so complicated? Gen Z and Millennials are anxious about their future, including their financial planning.

Behavioral finance expert Anne Lester, author of "Your Best Financial Life: Safe, Smart Steps to the Future You Want" and former head of retirement solutions at JP Morgan Asset Management, reveals powerful insights about why we struggle with saving and investing - and shares practical solutions to overcome these challenges. Learn why your brain resists long-term financial planning and discover proven strategies to build wealth effortlessly.

Key Topics:

  • Why Gen Z and Millennials struggle with saving
  • How to save more without feeling deprived
  • The psychology behind financial decision-making
  • Expert tips for maximizing retirement savings
  • Critical insights about Social Security's future
  • Simple "hacks" for better money management


👓 Learn more about our GUEST

Anne Lester
Author of "Your Best Financial Life: Safe, Smart Steps to the Future You Want"
Former Head of Retirement Solutions JP Morgan
Website: https://annelester.com/

👓 Learn more about our HOST

Philip Chao
Website: https://philipchao.us
Follow Philip on LinkedIn

DISCLOSURE: Views expressed in the Tao of Chao podcasts are individual opinions and they do not represent the employers of each guest or the firm with which each guest is associated. Our podcasts are for educational and informational purposes only and should not be deemed or viewed as investment advice or recommendations. Please consult your personal financial advisor, investment expert, or investment fiduciary before taking any actions about your plan and investments.

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