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Show Notes
Yesterday it was Charles Schwab, today it's his daughter Carrie Schwab-Pomerantz, who joined us to discuss a recent retirement survey conducted by Schwab.
The online survey was conducted among 2,000 Americans aged 55 to 75 with at least $100,000 in investable assets.
Among the findings:
- More than 80% of those who have retired and those soon-to-retire believe their lifestyle in retirement will be everything that they envision
- Aspiring retirees expect to retire six years later (at age 66) than accomplished retirees did
- 19% of survey respondents say they or their spouse were financially impacted by COVID-19
- 52% of respondents say they’re more focused on developing a retirement plan due to COVID-19
It's a true family affair this weekend on Jill on Money!
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