Retirement

Sessions and Workshops

25 Jun 2020

Fighting to Protect Older Americans’ Economic Security

Here we discuss with AARP Foundation’s Lisa Marsh Ryerson and JPMorgan Chase’s Alice Rodríguez the unique financial health challenges faced by older Americans and announce the release of a 6-part video series: Financial Lives After 50: Rethinking the Golden Years from the Financial Health Network and AARP Foundation in collaboration with JPMorgan Chase.

Session

Financial Lives Episode 5: When Retirement Won’t Work

Once upon a time, retirement meant a paid-off house, a solid financial cushion, and time to relax. This episode explores how older adults approaching retirement today often find themselves unprepared financially and worried about what their future will actually look like. As for those who have already retired, the reality is often starkly different from the retirement they once imagined.

Video

Financial Lives Episode 4: A Shock to the System

Financial emergencies following a health scare are becoming increasingly common. Unexpected hospital stays or a sudden illness or injury can wipe out savings, leaving many people unable to afford day-to-day expenses. In some cases, medical issues can force people into early retirement, cutting off potential earnings for years to come. This episode provides a glimpse into life after medical shocks and the difficulties older adults face as they try to bounce back financially.

Video

Financial Lives Episode 3: The Caregiver Conundrum

Chronic healthcare issues are not only challenging for the people diagnosed, but for the loved ones taking care of them. These emotional and financial challenges grow exponentially when medical coverage and healthcare-related debt enter the picture. This episode takes you inside the lives of three families experiencing the challenges of caregiving and attempting to navigate countless financial roadblocks as they plan for an uncertain future.

Video

Financial Lives Episode 1: When Fixed Incomes Fall Short

Pay for your medication or buy dinner? Many older adults living on fixed incomes have to make daily trade-offs like these, even if they’re able to supplement their steady paychecks or Social Security checks. This episode provides a glimpse into life on a fixed income, where constant budgeting doesn’t guarantee you can afford basics like groceries. Explore the realities of life for those who have officially retired and others who are still working and struggling to afford life in their later years.

Video

Articles

30 Mar 2021

In Their Words: What Older Adults Struggling Financially Need

By Farah Manjiyani, Manager, Financial Health Network Despite the recent stimulus, increased vaccinations, and gathering momentum of reopenings across the country, millions are still struggling with their financial health. Ongoing economic uncertainty, job loss, and physical health concerns have caused many to shift financial priorities just to stay afloat. In the Financial Health Network’s latest...

Blog
17 Jun 2020

The Complexities of Caregiving: Financial Health and the Aging Crisis

By Kelsey Kruslak Manager, Financial Health Network I’m not a typical millennial. Besides the occasional avocado toast, I don’t have student debt, I own my house, and I have good savings habits. I was one of the 24% of millennials who were Financially Healthy before the global pandemic, according to the Financial Health Network’s FinHealth...

Article
09 Apr 2020

Retirement Readiness: A Generational Perspective

By Steve Arves, Manager, Financial Health Network The economic fallout from the COVID-19 pandemic has taken an exacting toll on many people’s retirement savings. Over the last month, the stock market took its largest dip in years, wiping out trillions of dollars in savings overnight. While it’s too soon to say whether these losses will...

Blog
22 May 2019

That’s a Wrap on EMERGE 2019

By Tanya Ladha, Director, Financial Health Network What a week it was in Scottsdale for the 2019 EMERGE Financial Health Forum May 14–16! I want to thank everyone who joined us this year for a rigorous and insightful three days exploring Trust, Tech, and Transparency. I had the privilege of serving as this year’s emcee,...

Blog

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