RECENT PROGRAMS

STRATEGIES TO MEET CHANGING RETIREMENT GOALS FROM PERSONAL FINANCE EXPERT MARY BETH FRANKLIN

January 21, 2022

The Covid pandemic has caused many of us to reassess multiple aspects of our lives: where we live and work, how we spend our time and money, and who we spend our time with. It has also had a big impact on retirement planning. According to a comprehensive study, first conducted in 2019 by Edward Jones and Age Wave and updated several times since, there are four pillars to a fulfilling retirement: health, family, purpose, and finances.

In the most recent survey, The Four Pillars of The New Retirement: What a Difference a Year Makes, here’s how retirees ranked the important elements to achieving what the study calls “optimal well-being”:

85% of retirees said having good physical/mental health was key
77% ranked having family and friends that care about me
69% emphasized having a sense of purpose in life
…and 59% of retirees said being financially secure

More emphasis on quality of life over financial success now permeates all adult demographics.

Regardless of how we feel about our lives, the reality is financial security is an important element of achieving all of the other desirable goals, which is where this week’s guest.

She is retirement expert Mary Beth Franklin. Franklin is a certified financial planner, award-winning personal finance journalist, contributing editor at InvestmentNews, host of the podcast “The Retirement Workshop” and the social security expert author of the ebook Maximizing Social Security Retirement Benefits now available in its 2021 edition and soon to be published for 2022.

WEALTHTRACK Episode #1830 broadcast on Janurary 21, 2021

Listen to the audio-only version here:

Explore This Episode

We have compiled additional information and content related to this episode.

MARY BETH FRANKLIN

Retirement Planning & Social Security Expert
Contributing Editor, InvestmentNews
Author, Maximizing Social Security Retirement Benefits

LEARN MORE

The definition of a successful retirement and life, in general, has changed during the pandemic. A recent survey discovers just how much priorities have shifted.

Download:

The Four Pillars of the New Retirement: What a Difference a Year Makes

An Edward Jones and Age Wave Study: June 2021

The lives of working women were hit particularly hard during the pandemic with consequences for their retirement security.

Download:

Life in the COVID-19 Pandemic: Women’s Health, Finances, and Retirement Outlook

21st Annual Transamerica Retirement Survey of Workers: October 2021

ACTION POINT

CONSIDER HOW TO OPTIMIZE YOUR WELL-BEING IN RETIREMENT

THE FOUR PILLARS OF A FULFILLING RETIREMENT:
- Having Good Physical/mental health
- Having family and friends that care about you
- Having a sense of purpose in life
- Being financially secure

BOOKSHELF

Download the 2021 version of Mary Beth Franklin’s ebook, Maximizing Social Security Retirement Benefits for $29.95

Get Yours!

ONE INVESTMENT

MAXIMIZE SOCIAL SECURITY

Social Security is “best and cheapest annuity”

Guaranteed, inflation-adjusted income for life
Learn strategies to get biggest benefits

WEB EXTRA

PANDEMIC PLUSES

How has the pandemic changed your life? Personal finance expert Mary Beth Franklin cites an improvement and blessing.

RISING INFLATION, INTEREST RATES & EXPENSIVE MARKETS CALL FOR REASSESSING RETIREMENT PLANS

January 14, 2022

One of the biggest changes of the past year has been the record number of Americans who are quitting their jobs. It’s so pronounced that it has a name. It’s called “The Great Resignation.”

INVESTMENT LEGEND BILL MILLER HAS 50% OF HIS PERSONAL PORTFOLIO IN BITCOIN & RELATED INVESTMENTS

January 7, 2022

Part 2 of 2

Legendary value investor Bill Miller is betting big on bitcoin. The digital currency and some related crypto investments now account for half of his personal investment portfolio. In part two of our interview with Miller, he discusses his rationale for taking such an outsized position, including why he has converted from being a self-described bitcoin “observer” to a bitcoin “bull” and why he is adding to his holdings when the currency has big declines.

GREAT VALUE INVESTOR BILL MILLER DISCUSSES HIS CORE HOLDING WINNERS AND RECENT PROMISING ADDITIONS

December 17, 2021

Part 1 of 2

Great value investor Bill Miller remains the only fund manager to beat the market for 15 consecutive years. He discusses his current core holding winners and some recent promising additions to his legendary portfolio.

WALL STREET LEGEND ED HYMAN DESCRIBES THE POWERFUL FORCES DRIVING RECORD ECONOMIC GROWTH INTO 2022

December 10, 2021

Since WEALTHTRACK’s inception, it’s been an annual tradition to sit down for a rare in-depth interview with Ed Hyman, Wall Street’s number one-ranked economist for an unrivaled forty-one years.

Hyman is a Wall Street legend known for his comprehensive, yet succinct daily bullet point reports on the economy covering multiple data points including his team’s proprietary company surveys covering a wide range of businesses.

RECENT PROGRAMS