Financial Insights: Navigating Wealth and Retirement for Baby Boomers
The good news, according to financial Experts we’ve consulted, is that Baby Boomers still control 50% of all the wealth in the U.S.—more than any other generation. A 2022 Investopedia Financial Literacy Survey, which polled 1,000 U.S. Boomers, revealed that we are typically fiscally conservative, goal-centric, independent, and resourceful. Most of us are at least somewhat confident in our ability to manage our finances.
When it comes to Retirement expectations, more than 25% of survey participants anticipate receiving retirement income from pensions and 401(k)s. Others expect income from savings, certificates of deposits (CDs), and market investments. A significant majority (70%) of still-working Boomers expect to be able to support themselves with Social Security alone when they are no longer able to work, although this may be more wishful thinking than reality. Among those surveyed, 62% are retired, 23% expect to retire, and 16% are unsure they will ever be able to quit working.
Interestingly, 83% of Boomers expressed confidence in their ability to manage finances. The top financial skill Boomers wish to acquire is how to keep financial information safe online. Additionally, many Boomers now manage the budgets of ElderlyFamily members, which can be challenging, especially when those loved ones cannot communicate their financial goals.
Another survey finding was that 77% of Boomers consider themselves beginners in understanding digital currency. For us at BabyBoomer.org, an important insight from the survey was that most Boomers prefer to acquire financial knowledge through reading (37%) and talking to others (35%), rather than watching videos, game simulations, classes, or podcasts. We will, therefore, aim to provide valuable resources to meet these preferences.
In a workplace obsessed with speed, disruption, and the next big thing, there is something quietly powerful about experience. For decades, Baby Boomers have navigated economic recessions, technological revolutions, corporate restructures, and workplace transformations that reshaped entire industrie…
In a workplace obsessed with speed, disruption, and the next big thing, there is something quietly powerful about experience. For decades, Baby Boomers have navigated economic recessions, technologic…
In a workplace obsessed with speed, disruption, and the next big thing, there is something quietly powerful about experience. For decades, Baby Boomers have navigated economic recessions, technological revolutions, corporate restructures, and workplace transformations that reshaped entire industries. We learned to adapt before “agility” became a corporate buzzword.
Yet somewhere along the way, experience became undervalued. The truth? Every generation can benefit from the hard earned workplace wisdom of Hybrid Boomers, those of us balancing traditional work ethic with modern flexibili…
Nationwide Payment Systems
Why Relationship-Based Payments Are the Future for Business Owners
Business owners are tired of faceless payment processors, frozen accounts, delayed deposits, and automated support. Learn why relationship-based payments are the future.
Presented by Allen Kopelman, …
Nationwide Payment Systems
Why Relationship-Based Payments Are the Future for Business Owners
Business owners are tired of faceless payment processors, frozen accounts, delayed deposits, and autom…
Nationwide Payment Systems
Why Relationship-Based Payments Are the Future for Business Owners
Business owners are tired of faceless payment processors, frozen accounts, delayed deposits, and automated support. Learn why relationship-based payments are the future.
Presented by Allen Kopelman, CEO — Nationwide Payment Systems-Host of B2B Vault: The Biz2Biz Podcast
AI OVERVIEW
Business owners are realizing that payment processing is not just about rates or software. When deposits are delayed, chargebacks hit, accounts are frozen, or support disappears, the cheapest proces…
When to hire in business is the decision that determines whether you stay stuck or scale with momentum. In this episode of Six Figure Business Mastery, we break down how to hire before you are ready and the real signs you need help now.Featuring hosts, Kirsten Graham and Jeanne Willson, we cover hir…
When to hire in business is the decision that determines whether you stay stuck or scale with momentum. In this episode of Six Figure Business Mastery, we break down how to hire before you are ready a…
When to hire in business is the decision that determines whether you stay stuck or scale with momentum. In this episode of Six Figure Business Mastery, we break down how to hire before you are ready and the real signs you need help now.Featuring hosts, Kirsten Graham and Jeanne Willson, we cover hiring virtual assistant support, delegation for entrepreneurs, and how to delegate tasks effectively so you can focus on growth.You will learn how to scale a small business through outsourcing for small business owners, build a team in your business, and create systems and processes for business inclu…
What if the most important investment you'll ever make isn't in a stock, a startup, or even in yourself but in someone else?
Mike Emoff is the Chief Vision Officer at Boost Engagement, and has spent more than four decades proving that giving back isn't a retirement plan or a strategy. It's simply w…
What if the most important investment you'll ever make isn't in a stock, a startup, or even in yourself but in someone else?
Mike Emoff is the Chief Vision Officer at Boost Engagement, and has spent …
What if the most important investment you'll ever make isn't in a stock, a startup, or even in yourself but in someone else?
Mike Emoff is the Chief Vision Officer at Boost Engagement, and has spent more than four decades proving that giving back isn't a retirement plan or a strategy. It's simply who he is. From baking cookies for Vietnam vets alongside his mom at age 10, to walking into a stranger's office and asking, "Can you mentor me?", to mentoring marketing students at Wright State University for decades, Mike has built a life organized around generosity and a conviction that legacy isn…
Did Republicans benefit from election irregularities in key battleground states?According to the nonpartisan Election Truth Alliance (ETA), statistical analyses in Florida, Pennsylvania, North Carolina and other states identified patterns that warrant further investigation.In this episode of Lean to…
Did Republicans benefit from election irregularities in key battleground states?According to the nonpartisan Election Truth Alliance (ETA), statistical analyses in Florida, Pennsylvania, North Carolin…
Did Republicans benefit from election irregularities in key battleground states?According to the nonpartisan Election Truth Alliance (ETA), statistical analyses in Florida, Pennsylvania, North Carolina and other states identified patterns that warrant further investigation.In this episode of Lean to the Left, Bob Gatty speaks with ETA Executive Director Lilli McGregor about the organization's findings, ongoing legal action in Pennsylvania, concerns surrounding voting-system vulnerabilities, and why Florida may be one of the most significant cases under review.ETA emphasizes that its findings d…
You can advertise in Superpowers for Good. Click to learn more about our affordable options.Join the SuperCrowd!The landscape of community capital and Regulation Crowdfunding (Reg CF) is maturing rapidly. As we navigate through the middle of 2026, the intersection of impact investing, retail capital…
You can advertise in Superpowers for Good. Click to learn more about our affordable options.Join the SuperCrowd!The landscape of community capital and Regulation Crowdfunding (Reg CF) is maturing rapi…
You can advertise in Superpowers for Good. Click to learn more about our affordable options.Join the SuperCrowd!The landscape of community capital and Regulation Crowdfunding (Reg CF) is maturing rapidly. As we navigate through the middle of 2026, the intersection of impact investing, retail capital, and founder ingenuity has created a dynamic ecosystem where everyday investors are directly funding the future they want to see.Over the past two weeks, a fascinating cohort of impact-driven crowdfunding campaigns successfully funded and closed their offerings. It is important to clarify that thes…
After recording 2,887 episodes in a row of The Accountability Minute without missing a single day, I’ve decided it’s time to practice what I teach. And that means taking a short pause. As much as I love being here for you every day, encouraging you, challenging you, and helping you stay focuse…
After recording 2,887 episodes in a row of The Accountability Minute without missing a single day, I’ve decided it’s time to practice what I teach. And that means taking a short pause. As much a…
After recording 2,887 episodes in a row of The Accountability Minute without missing a single day, I’ve decided it’s time to practice what I teach. And that means taking a short pause. As much as I love being here for you every day, encouraging you, challenging you, and helping you stay focused on your highest payoff activities, I also know that rest, renewal, and stepping away for a bit are essential to doing your best work and living your ideal life. So, I’ll be taking a short break from recording The Accountability Minute to recharge, refocus, and enjoy a little time off. However,…
The Truth About American Police and the Danger of Drug Labs: He Shares What Most People Never See. The Truth about American Police is often far different from what appears in headlines, television dramas, or social media debates. Behind every badge are men and women who routinely face violence, unce…
The Truth About American Police and the Danger of Drug Labs: He Shares What Most People Never See. The Truth about American Police is often far different from what appears in headlines, television dra…
The Truth About American Police and the Danger of Drug Labs: He Shares What Most People Never See. The Truth about American Police is often far different from what appears in headlines, television dramas, or social media debates. Behind every badge are men and women who routinely face violence, uncertainty, and life-threatening situations that most citizens never experience. The Law Enforcement Talk Radio Show and Podcast social media like their Facebook , Instagram , LinkedIn , Medium and other social media platforms.
In a powerful episode of the Law Enforcement Talk Radio Show and Podcast…
Most people are exhausted not because they're doing too much, but because they're doing it wrong.Dr. Maria Nemeth, psychologist, master certified coach, and founder of the Academy for Coaching Excellence (ACE), joins Brigitte Cutshall on Real Things Living to share a deceptively simple definition of…
Most people are exhausted not because they're doing too much, but because they're doing it wrong.Dr. Maria Nemeth, psychologist, master certified coach, and founder of the Academy for Coaching Excelle…
Most people are exhausted not because they're doing too much, but because they're doing it wrong.Dr. Maria Nemeth, psychologist, master certified coach, and founder of the Academy for Coaching Excellence (ACE), joins Brigitte Cutshall on Real Things Living to share a deceptively simple definition of success — and the four-part framework that makes it possible for anyone to live with more intention and less chaos.3 Takeaways:(1) Success has a new definition. It's not achievement at any cost — it's doing what you said you would do, consistently, with clarity, focus, ease, and grace. (2) "Nev…
After recording 2,887 episodes in a row of The Accountability Minute without missing a single day, I’ve decided it’s time to practice what I teach. And that means taking a short pause. As much as I love being here for you every day, encouraging you, challenging you, and helping you stay focuse…
After recording 2,887 episodes in a row of The Accountability Minute without missing a single day, I’ve decided it’s time to practice what I teach. And that means taking a short pause. As much a…
After recording 2,887 episodes in a row of The Accountability Minute without missing a single day, I’ve decided it’s time to practice what I teach. And that means taking a short pause. As much as I love being here for you every day, encouraging you, challenging you, and helping you stay focused on your highest payoff activities, I also know that rest, renewal, and stepping away for a bit are essential to doing your best work and living your ideal life. So, I’ll be taking a short break from recording The Accountability Minute to recharge, refocus, and enjoy a little time off. However,…
Send us Fan MailMost business owners do not lose tax deductions because they spend money incorrectly. They lose them because they cannot prove their expenses when it matters most. In this video, we discuss: • Why receipts are essential for protecting tax deductions • What qualifies as a ded…
Send us Fan MailMost business owners do not lose tax deductions because they spend money incorrectly. They lose them because they cannot prove their expenses when it matters most. In this video, we d…
Send us Fan MailMost business owners do not lose tax deductions because they spend money incorrectly. They lose them because they cannot prove their expenses when it matters most. In this video, we discuss: • Why receipts are essential for protecting tax deductions • What qualifies as a deductible business expense • The five key details every valid receipt should include • Best practices for storing and organizing receipts digitally • How to document business purposes for meals, travel, and mileage • Record retention guidelines and audit preparation tips • Monthly habit…
My friend said something to me the other day that I haven't
been able to shake.
He looked at me over his coffee, that knowing look people
get when they've lived long enough to stop caring about looking silly, and
said:
"Royce, did you know that if you get happy enough, you
can actually hear colo…
My friend said something to me the other day that I haven't
been able to shake.
He looked at me over his coffee, that knowing look people
get when they've lived long enough to stop caring about loo…
My friend said something to me the other day that I haven't
been able to shake.
He looked at me over his coffee, that knowing look people
get when they've lived long enough to stop caring about looking silly, and
said:
"Royce, did you know that if you get happy enough, you
can actually hear colors and see music?"
I laughed. Then I stopped laughing.
Because he wasn't joking. Not entirely.
Think about it. When was the last time you were truly,
deeply, unreasonably happy? Not just "fine." Not just "not
stressed." But the kind of happy where the world looked different. Where
problems that s…
Boomer Bob2
Loretta Breuning
Catherine Cooper
June 8, 2026
ALLEN KOPELMAN 
Jeanne Willson & Kirsten Graham 
Bernie Borges 
Bob Gatty 
Anne Bachrach 
John Jay Wiley 
Brigitte Cutshall 
Candy Messer 
Royce Shook