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Anne Lester has worked on all aspects of retirement for the past three decades. Most recently, she spent 20 years as Head of Retirement Solutions for JPMorgan Asset Management. She holds patents for her progressive design to simplify and automate the retirement planning process. Anne is a regular commentator on an array of retirement issues for industry, for the rank-and-file, and with public policy. Media coverage includes CNBC, Bloomberg TV, The Wall Street Journal, The New York Times, and countless industry publications. Barron’s featured Anne on their cover for her outstanding career. Anne comes on the show and shares the layers beyond quitting a job, when it’s time and how to be strategic, and most importantly, how to be happy doing so.
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Watch The Episode Here:
Listen To The Podcast Here:
HIGHLIGHTS OF THE EPISODE
00:00 – Ad: Airbnb Kickstart Course
01:17 – Guest introduction: Anne Lester
02:03 – Living Paycheck to Paycheck
07:16 – Why is it so hard to save money?
11:52 – Financial Buckets
17:07 – Financing Retirement vs. Education
18:16 – Insurance
20:32 – Can you afford to quit your job?
24:07 – Process of Elimination
27:07 – Be Clear on Why You Want to Quit
30:07 – Stop Retiring, Start Living
32:07 – What advice would you give your 25-year-old self?
CONNECTING WITH THE GUEST:
Website: annelester.com
YouTube: https://www.youtube.com/channel/UCE7snA-XZ4vdlUAXFU8MHEg
Instagram: https://www.instagram.com/savesmartwanne/
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I hope you found this episode valuable. I have one more thing to give you. We have a page for my coaching clients where you can get a free copy of my book and much more from previous guests on the show. Check out NextLevelIncome.com/coaching to get a free copy of my book, audiobook and much more. I’ll send you a copy of my book and cover all the shipping costs as a thank you for reading the show. Also, please like, share and take 90 seconds to give us a rating on Apple Podcasts.
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About Chris Larsen
Christopher Larsen is the founder and Managing Partner of Next-Level Income. Since “retiring” after 18 years in the medical device industry he dedicates his time to helping others become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years.
While completing his degree in Biomechanical Engineering and M.B.A. in Finance at Virginia Tech, he bought his first single-family rental at age 21. Chris expanded into development, private-lending, buying distressed debt as well as commercial office, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $500M of real estate acquisitions.
In addition to real estate, Chris has invested in equities, oil & gas, and small business lending, as well as being active in Venture South, one of the nation’s Top 10 Angel Investing groups. Chris lives with his wife and two boys (and Viszla, Lucy!) in Asheville, NC where he loves spending time with them in the outdoors and enjoying the food and culture that the region has to offer.
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Tagged: RetireHappy, Win, Savesmart, Retirement, Quitmyjob, Group 3
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