How do you choose between working full-time and doing everything else you’ve ever wanted to do with your life? When’s the right time to retire, and will you have the money to do it?

Today, we’re talking to Anne Lester. For 29 years, Anne was portfolio manager and head of retirement solutions for J.P. Morgan. Since leaving J.P. Morgan, she’s become a regular commentator on CNBC and Bloomberg, and you may have seen her writing in the Wall Street Journal and New York Times.

In our conversation, Anne shares the story of how she fell in love with finance, her thoughts on the FIRE (Financially Independent, Retire Early) movement, and how she’s been able to live a richer life while having the career and home life she always wanted.

In this podcast interview, you’ll learn:

• Why the financial industry does such a bad job of recruiting and retaining women.
• Anne’s advice to anyone starting out in the financial industry.
• Anne’s thoughts on the FIRE (Financially Independent, Retire Early) movement.
• Why it’s so hard to convince someone who grew up poor or middle class to retire in their mid-50s.
• Anne’s three basic rules for financial planning.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

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