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Wealthies Circle: Client Retirement Concerns Post-Pandemic


COVID-19 had a profound impact on the retirement plans of many Americans. Due to the financial and lifestyle upheavals caused by the pandemic, some people are retiring earlier than they originally planned while others are delaying their retirement and working longer. These developments—along with concerns over high inflation and interest rates—will require advisors to recalibrate expectations as well as client portfolios.

Listen in as our panel of experts share their approaches to wealth accumulation strategies and planning for longevity in a changing retirement planning environment.

Our Panelists:

  • Kellan E. Brown, vice president business development and strategic partnerships, Finance of America Reverse;
  • Spencer Look, associate director, retirement studies, Morningstar; and
  • Vince Morris, president of OneDigital Retirement + Wealth, OneDigital.



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