The future of retirement planning

New money mindsets. New retirement conversations.

We’re shaped by our environment—including our attitudes about money. That’s why financial professionals must evolve their conversations to keep pace with today’s rapidly changing financial landscape.

Investor mindsets are shifting, influenced by factors including fintech innovation, Social Security uncertainty, economic instability, rising student debt, and a global pandemic. What worked before no longer resonates. It’s time to flip the script.

• Part 1: 10 key trends reshaping retirement planning, from the gig economy to automation
• Part 2: Actionable strategies rooted in behavioral economics and deep digital research

This essential report reveals how, when, and why people discuss retirement—helping financial professionals foster smarter, more impactful conversations.