Retiree Profiles: Lifestyles In Retirement
Financial Wellness
Recording
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.
Additional Resources
E-Disclosure
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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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Live Q&A Recording: June 2025
- If there is no employer match, should I still save in my 401(k)? - How do I know if I am ready to retire? - With all the ups and downs in the market lately, should I be changing how my money is invested? ...and more!
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