Longevity and the New Journey of Retirement

Subscribe to this podcast on:  



About This Episode

Edward Jones and Age Wave’s latest study, “Longevity and the New Journey of Retirement,” explores how the journey of retirement unfolds, the patterns of people’s experience in retirement, and the keys to thriving along the way. Among the findings, nearly 70% of Americans reported wanting to live to be 100 years old. The study also shows how the definition of retirement has vastly changed from that of previous generations. While pre-retirees and retirees viewed their parents’ version of retirement as a time for “rest and relaxation,” more than half of today’s pre-retirees define it as “a new chapter in life.”

These insights are intended to contribute to the well-being of retirees and to give Edward Jones’ 19,000 financial advisors a deep understanding of the way its seven million clients think about their needs and priorities across generations. Today, I am joined by Ken Cella, principal of branch development at Edward Jones, to discuss the key findings from the report and how advisors can support clients in planning for longevity and a successful retirement.

About Our Guest

Ken Cella leads the Edward Jones branch development division, which shapes nearly every aspect of the financial advisor and branch office administrator roles. The division encompasses financial advisor talent acquisition, branch training, branch and region development, branch insight and learning strategies, branch office administrator talent acquisition and development, and branch administration.

Show Notes

Here is a link to the full report of Edward Jones and Age Wave’s latest study, “Longevity and the New Journey of Retirement.” Here is a link to Edward Jones home page.