The State of Retirement: Shaping the Future

Nov 11 2024 46 ep. 44 mins 87
The State of Retirement: Shaping the Future Podcast artwork

Georgetown Center for Retirement Initiatives (CRI)’s Executive Director Angela Antonelli talks with industry innovators, leaders, and influencers shaping the future of retirement.

  Business  Education
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Episode 46: How Do We Save Smart Now for the Future We Want?

Nov 11 2024 40 mins  
Anne Lester is a well-known retirement expert and perhaps few are as well qualified as Anne to help us better understand how to save smart and retire happy—on own time and target. She shares some of the key lessons from her new book - Living Your Best Financial Life – Save Smart Now for the Future You Want.

Episode 45: What is the New Retirement in an Age of Longevity?

Aug 01 2024 44 mins  
Ken Dychtwald, PhD, is the founder and CEO of AgeWave, an acclaimed think tank and consultancy focused on the social and business implications and opportunities of global aging and rising longevity. His client list has included over half the Fortune 500 companies. During his career, Ken has addressed more than two million people worldwide in his speeches to corporate, association,

Episode 44: What Are DC Plan Participants Telling Us They Need and How Are Plan Sponsors Responding?

Mar 27 2024 39 mins  
Jeri Savage, lead retirement strategist for MFS Investment Management, shares the findings of their recent 2023 Global Retirement Survey and 2023 DC Plan Sponsor Survey. These surveys provide some valuable insights into the confidence and knowledge of retirement plan participants, what they need and want from their plans, and how plan sponsors are responding. As Jeri notes,

Episode 43: What Is the State of the Nation’s Fiscal and Economic Condition and the Consequence of Inaction?

Jan 22 2024 37 mins  
David Walker, former Comptroller General of the United States, assesses the state of the nation's current fiscal and economic condition and discusses the consequences of the failure to act to address some of the biggest challenges we face today.

Episode 42: How Do Financial Literacy, Longevity Literacy, and Healthy Aging Affect Retirement Readiness?

Dec 06 2023 35 mins  
Surya Kolluri, Head of the TIAA Institute, shares some of the Institute's most recent research to help us understand how financial literacy, longevity literacy, and healthy aging affect retirement readiness.

Episode 41: What Are Surveys Telling Us About Savings Inequality, Retirement Confidence, Lifetime Income, and Interest in Retirement Planning Advice?

Sep 27 2023 53 mins  
Three prominent and influential thought leaders – Anne Ackerley of BlackRock, Catherine Collinson of the Transamerica Institute, and Barbara Marder of the Employee Benefits Research Institute (EBRI) - help us better understand how American workers are doing when it comes to their overall financial well-being, retirement confidence and readiness, interest in lifetime in

Episode 40: How Did Colorado and Maine Consider and Create the First-in-the-Nation State Program Partnership?

Aug 30 2023 34 mins  
Colorado Treasurer Dave Young, Maine Treasurer Henry Beck, and Vestwell’s Courtney Eccles discuss how these two states worked together to forge the first-in -the nation interstate partnership between state-facilitated retirement savings programs and what it could mean for other state programs in the future.

Episode 39: Has the Lack of Asset Diversification in DC Retirement Plans Been a Missed Opportunity?

Jul 25 2023 26 mins  
Chris Flynn, Head of Product Development and Research, CEM Benchmarking, discusses the study methods and findings of a recent research project collaboration with the Georgetown CRI. The study reveals that the lack of asset diversification in DC plans has been a $5 billion annual missed opportunity. Who has missed out? Retirees and the potential improved returns of as much as $2,400

Episode 38: "From Paychecks for Work to Paychecks for Retirement:" Changing How We Think and Talk About About Retirement Income

May 30 2023 40 mins  
Jason Fichtner, Vice President for Economic Policy, Bipartisan Policy Institute, and Senior Fellow, Alliance for Lifetime Income, shares some key takeaways from the Alliance's recent Protected Income Summit. How do we reimagine retirement planning, change the culture and conversation about retirement advice, and effectively communicate the importance of protected income?

Episode 37: How Delaware "EARNS" Bipartisan and Popular Support for its Auto-IRA Program

Apr 18 2023 31 mins  
Delaware State Treasurer Colleen Davis shares the experience of building significant bipartisan and popular support for the Delaware EARNS program, one of the most recent state auto-IRA programs enacted in 2022.