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Behavior Of Retirement Savers

Financial Planning & Advice Recording

In this presentation, we take a look at:
• the brain and motivation
• different behaviors that influence our decisions, and
• what we can do as investors to foster positive behaviors helping us achieve retirement saving success.

Additional Resources

Video intro image graphic about Retiree Profiles: Lifestyles In Retirement. Video presented by Greg Klein of Hays Financial Group
Financial Wellness Recording

Retiree Profiles: Lifestyles In Retirement

In this video, we discuss the profiles of current retirees from an EBRI survey conducted on 2,000 retired households. We analyze the lifestyles of these five retiree groups. Then, develop lessons we can learn from them to better prepare for retirement ourselves.

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Video intro image graphic about A Better Understanding of Your Retirement Plan Statement. Video presented by Greg Klein of Hays Financial Group
Financial Protection Recording

Retirement Plan Statements – A Better Understanding

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Recording Resources

Live Q&A Recording: August 2025

- What is mega-backdoor Roth, please explain? - How is my personal rate of return calculated?

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