Today’s guest is Anne Lester.
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Today’s Guest
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. She has been featured on outlets including Bloomberg TV, CNBC, Forbes, Business Insider and Wall Street Journal to name a few.
Her book, Your Best Financial Life: Save Smart Now for the Future You Want helps younger savers find long- term savings success by overcoming their behavioural biases. She and her husband have two children—a Gen Z-er and a Millennial—who are working to become retirement-ready.
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You’ll Learn:
In this episode, Justin sits down with Anne Lester, retirement expert and author of Your Best Financial Life: Save Smart Now for the Future That You Want. Anne shares powerful insights on overcoming behavioral biases that prevent us from saving and how to build financial habits that set us up for long-term success.
We dive into key money questions Millennials and Gen Z should ask themselves, the biggest financial mistakes young people make, and why many struggle to connect with their future selves when it comes to retirement. Anne also shares personal stories—including managing billions of dollars at work while struggling to save in her own life—and offers practical strategies to shift our mindset around saving and investing. You’ll learn:
✅ How to reframe saving so it doesn’t feel like a sacrifice
✅ The biggest money mistakes Millennials and Gen Z make—and how to avoid them
✅ Why automating savings is the key to long-term wealth
✅ How parents can teach kids smart money habits early
✅ The power of investing now to maximize future wealth
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Thanks to Anne for joining me this week!
In case you missed it, make sure to catch up on the last episode “Episode 064: When is Enough, Enough? Rethinking Wealth + Family Priorities with Nate Reineke”!
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