Younger investors are looking at a future with aging populations and reduced labor forces and a new age of technology and connectivity that is impacting their values and expectations. On the other hand, pre-retirees now are having to consider that fact that their generation will live longer and what do they want to prioritize in their retirement years. So what do investors at different stages and ages need to consider when planning for their future, and how do those approaches differ?
In this special episode, we took The Bid down under to record live. Liz Koehler, Head of Advisor Engagement for BlackRock’s US Wealth Advisory business joined Oscar Pulido to discuss how the younger generation are thinking about their future and what pre-retirees should be thinking about as they head toward retirement age, and opportunities all investors could take advantage of as they prepare for their futures.
Sources: “Women, Money, Confidence”, Merrill Lynch 2018
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
A Stock Picker’s Guide To Inflation
Back To A Volatile Future - 2022 Midyear Outlook
The Power Of Clean Energy | The Real Leaders of Net Zero pt. 5
The Path to Zero-Carbon Plastic | The Real Leaders of Net Zero pt. 4
The 5 Megatrend Super Highways To The Future
Who Are The Next 100M ETF Investors?
3 Ways To Close the Gender Retirement Gap
Larry Fink On The Russia-Ukraine Conflict
The Role of Utility Companies In The Transition | The Real Leaders of Net Zero pt 3
Powering The Transition Through Electrification and Cross-sector Collaboration | The Real Leaders of Net Zero pt. 2
The Real Leaders of Net Zero pt. 1 | Orsted
Blockchain and crypto: next-gen investing, tokenization and NFTs
Larry Fink On The Power of Capitalism
The Evolution of Smart Cities
What does the future of 5G look like?
COP26: Why this climate summit was different
What’s next for sustainability?
Carla Harris on Diversity and Vulnerability at Work
Building digital body language with Erica Dhawan
New technologies help fight climate change
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast