About this episode
Our guest on the podcast today is Mike Moran, managing director and pension strategist for Goldman Sachs. Mike focuses on areas such as plan-funded status, contribution activity, and asset allocation for both defined-benefit and defined-contribution plans. He also works directly with plan sponsors on issues specific to their retirement plans. Mike has worked at Goldman Sachs for more than 24 years in a variety of roles focusing on capital markets, asset allocation, and investment strategy. He is a CFA charterholder and has an MBA in finance from New York University’s Stern School of Business, as well as a B.S. in accounting from Villanova University. Mike can speak to a wide range of retirement-related issues, but he is here today to discuss Goldman’s most recent retirement survey and insights report, titled “Diving Deeper Into the Financial Vortex: A Way Forward.” Background Bio Survey Retirement Survey and Insights Reports 2023: “ Diving Deeper Into the Financial Vortex: A Way Forward ,” Goldman Sachs Asset Management, gsam.com , 2023. Retirement Survey and Insights Report 2022: “ Navigating the Financial Vortex: Women & Retirement Security ,” Goldman Sachs Asset Management, gsam.com , 2022. “ Retirement Survey and Insights Report 2021 ,” Goldman Sachs Asset Management, gsam.com , 2021. “ Despite Low Financial Literacy, Many Americans Manage Their Own Retirement ,” Goldman Sachs, goldmansachs.com , Oct. 18, 2023. Financial Vortex “ Financial Vortex Contributes to Looming U.S. Retirement Shortfalls ,” by Michael Moran, fa-mag.com , Nov. 11, 2022. “ How to Avoid a ‘Financial Vortex’ in Retirement, According to Goldman Sachs ,” by Alyssa Place, benefitnews.com , Sept. 19, 2023. Investment Options “ No Time for Corporate Pension Complacency: An Interview With Michael Moran ,” by Michael Moran, gsam.com , April 20, 2023. “ Why Most Americans Aren’t Saving Enough for Retirement ,” Goldman Sachs Exchanges podcast with Mike Moran, goldmansachs.com , Oct. 3, 2023. Other NextCapital Group Survey of Consumer Finances Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.