I was $300,000 in debt including student loans and mortgages, living a lifestyle way above my means. Three years later my family had paid off all of it including our house! Now that I'm 100% DEBT FREE (that's right no credit cards, car payments or debt of any kind), I'm on a mission to build a community of people who are ready to crush their money goals. This isn't your regular finance show - we're here to have fun and learn about life any money together. Welcome!
All content for Crush Your Money Goals is the property of Bernadette Joy and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
I was $300,000 in debt including student loans and mortgages, living a lifestyle way above my means. Three years later my family had paid off all of it including our house! Now that I'm 100% DEBT FREE (that's right no credit cards, car payments or debt of any kind), I'm on a mission to build a community of people who are ready to crush their money goals. This isn't your regular finance show - we're here to have fun and learn about life any money together. Welcome!
Season 7 Episode 5: Transforming Your Career and 401(k) Strategy
Crush Your Money Goals
34 minutes
1 year ago
Season 7 Episode 5: Transforming Your Career and 401(k) Strategy
In this episode of Crush Your Money Goals, we sit down with Anne Lester, the former Head of Retirement Solutions at JP Morgan Asset Management, to discuss her transformative journey from Wall Street to personal pilgrimage. Anne delves into her pioneering work on target date funds, offering practical financial advice for professional women navigating their 401(k)s and retirement planning. She also shares her personal experiences of leaving a high pressure career to pursue new passions, including a pilgrimage walk from Canterbury to Rome and writing her forthcoming book.
In this episode, you will learn the following :
How Anne revolutionized retirement savings with the creation of target date funds
Common investment pitfalls and psychological traps
Practical advice for professional women on navigating the complexities of 401(k)s and retirement planning
Sharing personal financial struggles to foster greater emotional support and financial literacy within the financial services industry
Strategies for achieving financial independence post career
Anne’s experience with continuous learning and staying professionally engaged
The challenges and uncertainties of transitioning from a structured corporate environment to a more flexible, self directed lifestyle
Episode Timeline:
[00:00:03] - Finding Inspiration in Personal Crisis
[00:04:29] - Understanding Target Date Funds
[00:08:11] - Reflecting on Career and Identity
[00:10:34] - Deciding to Retire at Career Peak
[00:14:55] - Financial Independence for Women
[00:19:11] - Strategic Plan for Financial Transition
[00:23:14] - Planning Future Tasks and Collaboration
[00:30:08] - Evolution of Writing Passion
[00:37:29] - Navigating Personal Growth and Decisions
Learn more about Anne Lester:
Website: annelester.com/
TikTok: tiktok.com/@savesmartwanne
Instagram: instagram.com/savesmartwanne
Learn more about Stefanie Gonzales and the Women's Wealth Effect:
LinkedIn: linkedin.com/in/stefanie-gonzales-83a87aa
Instagram: https://www.instagram.com/womenswealtheffect/?hl=en
Facebook: https://www.facebook.com/Womenswealtheffect
Early Retirement Planner: https://www.womenswealtheffect.com/planner
Book Your Free 1:1 with Stefanie: https://www.womenswealtheffect.com/free
Learn more about Bernadette Joy and the Crush Your Money Goals:
Order her book: https://www.simonandschuster.com/books/Crush-Your-Money-Goals/Bernadette-Joy/9781507222638
Website: https://www.crushyourmoneygoals.com/
10 Money Tools: https://www.crushyourmoneygoals.com/freeguide
Crush Your Money Goals
I was $300,000 in debt including student loans and mortgages, living a lifestyle way above my means. Three years later my family had paid off all of it including our house! Now that I'm 100% DEBT FREE (that's right no credit cards, car payments or debt of any kind), I'm on a mission to build a community of people who are ready to crush their money goals. This isn't your regular finance show - we're here to have fun and learn about life any money together. Welcome!
