The State of Retirement: Shaping the Future

Georgetown University Center for Retirement Initiatives
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The State of Retirement: Shaping the Future

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

  1. HACE 5 DÍAS

    Episode 47: Post-Election Retirement Landscape: What Can We Expect from a New Congress and Administration?

    Kendra Isaacson, Principal, Mindset and Michael Kreps, Principal, Groom Law Groom offer their predictions about the focus and priorities of a new Congress and a new Administration shaping retirement policy in 2025.    Both Mindset and the Groom Law Group are general supporters of the Center for Retirement Initiatives. The views and opinions expressed in this podcast are the views of the guests and do not reflect any policy or position of the Center for Retirement Initiatives.

    37 min

  2. 11/11/2024

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

    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.

    41 min

  3. 01/08/2024

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

    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, social service, and government groups. His strikingly accurate predictions and innovative ideas are regularly featured in leading print and electronic media worldwide.   He shares some of the insightful and provocative ideas about the future of aging and what it means for how we live, save, and invest both in the US and globally.  He also has agreed to allow us to post a few slides here to accompany this podcast to provide some helpful context for our discussion.

    44 min

  4. 27/03/2024

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

    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, "there are a lot of positive takeaways: plan participation is up, deferral rates are up....and plan sponsors [are] thinking more holistically."   MFS is a general supporter of the Center for Retirement Initiatives. The views and opinions expressed in this podcast are the views of the guests and do not reflect any policy or position of the Center for Retirement Initiatives.

    39 min

  5. 23/01/2024

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

    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.

    37 min

  6. 06/12/2023

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

    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.

    36 min

  7. 27/09/2023

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

    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 income, the desire for help with retirement planning and advice, and how all of this is shaping the future of retirement.

    53 min

  8. 30/08/2023

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

    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.

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

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