Understanding the Retirement Revolution
By ThinkAdvisor, sponsored by Jackson National Life Insurance Company
In their 13-year run publishing the annual J.P. Morgan Guide to Retirement, retirement strategists Michael Conrath and Sharon Carson have seen some big changes in how U.S. households are preparing for life after work. The investments people choose and the vehicles they use to grow and protect their savings have steadily evolved. So have retirees' longevity expectations and lifestyle preferences.
There’s also been some clear consistencies, however, starting with the fact that “retirement” means different things to different people. Similarly, each individual has a unique path to building wealth and a different relationship with work and money.
On this episode of the Ask the Retirement Expert podcast series, Conrath and Carson speak with ThinkAdvisor Senior Reporter John Manganaro about key highlights from the 2025 Guide to Retirement, with the aim of shedding light on the most salient retirement issues facing U.S. retirees.
During the episode, Conrath, Carson and Manganaro also discuss:
- How to confront the growing longevity challenge.
- The potential benefits of phased retirements.
- Evolving retiree spending patterns.
- Social Security claiming considerations and more.
To listen to additional podcasts within the Ask the Retirement Expert series, click here.
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