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Research Insights, a Society of Actuaries PodcastAuthor: Research Insights
Research Insights, hosted by R. Dale Hall, FSA, MAAA, CERA, Managing Director of the SOA Research Institute and occasional guest hosts, highlights Society of Actuaries (SOA) Research Institute research. The podcasts include recently released research reports, research featured at SOA meetings, and other related items produced by SOA research. Language: en Genres: Education, Natural Sciences, Science, Self-Improvement Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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February 2026 Classic Edition - Retirement Planning and Decision-Making Among Early Middle-Aged Adults
Saturday, 14 February, 2026
February is often associated with Valentine's Day—a time when many people reflect on partnerships, shared goals, and planning for the future together. In this classic Research Insights episode, the conversation revisits how those themes show up in real life through retirement planning and decision-making among early middle-aged adults. The episode explores what research reveals about balancing individual priorities with shared household goals, how couples and families navigate joint financial choices, and why decisions made during these years can have a lasting impact on long-term financial security and well-being. Tune in to hear key takeaways from the research—and consider how these insights can inform better planning and conversations at home.
