J.R. Whalen
speaker
37,077 appearances
1,141 recordings
1 series
first heard Sep 2017
last heard Jan 2025
J.R. Whalen’s voice in public audio — every appearance, attributed to the second.
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Appearances
Jeremy will join us to discuss how you can use these tools after the break.
Twenty years ago, Wall Street Journal Personal Finance Bureau Chief Jeremy Olshan asked fortune tellers to predict his financial future.
More recently, he plugged data into the newest generation of financial planning tools.
So what did he learn?
He joins me now.
Jeremy, let's start with the financial planning tool.
It put your personal finances through a stress test, which we usually only hear about associated with banks.
What are the benefits of that test?
Alright, so walk us through how people can actually use these kinds of tools.
So you see all these scenarios with your personal finances based on all sorts of events over the next several decades.
What's the downside of using a financial tool like this?
It's almost like looking into a crystal ball.
And about 20 years ago, you visited fortune tellers on Atlantic City's boardwalk.
What did they tell you about your financial future?
And how did that differ from what Maxify told you?
Yeah, and both methods deal with some level of speculation.
And so what's the lesson here after being through both methods?
Does it come back to what we talk about often on this show, saving and taking care of your finances to put yourself in a good position to handle whatever comes your way in the future?
That's WSJ Personal Finance Bureau Chief Jeremy Olshan.
And that's it for your Money Briefing.
Showing 141–160 of 37,077 · page 8 of 1854
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