Fredrik Axsater
speaker
100 appearances
2 recordings
1 series
first heard Dec 2017
last heard Nov 2018
Fredrik Axsater’s voice in public audio — every appearance, attributed to the second.
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Appearances
It means that you should have a combination of both short-term and long-term financial goals.
And when you do that, it entails answering yes, feeling comfortable answering yes to a series of four questions.
You see some extraordinary results.
It's a both having a financial plan long term.
It looks at one to one to two year horizon and also making sure that you're looking at kind of on a month to month budget and meeting that budget as well.
And when you do that, you have three times the the savings levels.
You're twice as likely to say that you thrive, and also 42% less likely to say that you're undergoing significant financial stress.
There were actually two things that surprised me.
And they both have, it's about 70% of investors that first of all say that they want help.
And so there is a great demand from investors.
And also the most important thing for them to get help with, again, 70% of investors are saying this, is to not run out of money in retirement.
Yeah, I think having the planning mindset is actually important across all age cohorts and across all income levels.
So today, it's about 35% of people that have a planning mindset.
And I think that the main goal for our entire industry is to get more and more people into that planning mindset.
I agree.
And so we need to get more people into that.
And I think that the key is to make it easier to do that.
And one of the key ways of doing that is through defined contribution plans.
92% of investors say that if you have a defined contribution plan or access to one, that it makes them come closer to their financial goals.
They're more secure that way.
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