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.
Hunting A Serial Killer in Canada: Retired Toronto Police Talks About the Case That Shocked a Nation. From tracking one of Canada's most notorious serial killers to leading the heartbreaking investigation into the murder of an eight-year-old child, retired Toronto Police homicide detective Hank Idsi…
Hunting A Serial Killer in Canada: Retired Toronto Police Talks About the Case That Shocked a Nation. From tracking one of Canada's most notorious serial killers to leading the heartbreaking investiga…
Hunting A Serial Killer in Canada: Retired Toronto Police Talks About the Case That Shocked a Nation. From tracking one of Canada's most notorious serial killers to leading the heartbreaking investigation into the murder of an eight-year-old child, retired Toronto Police homicide detective Hank Idsinga spent three decades confronting humanity at its darkest. The Law Enforcement Talk Radio Show and Podcast social media like their Facebook , Instagram , LinkedIn , Medium and other social media platforms.
Every homicide detective knows that one case can define a career. The Podcast is available…
What does it really mean to live a successful life? Is success measured by the money we earn, the titles we hold, or the possessions we accumulate? Or is it measured by something much greater, the impact we leave on the lives of others? The truth is that every conversation, every act of kindness, ev…
What does it really mean to live a successful life? Is success measured by the money we earn, the titles we hold, or the possessions we accumulate? Or is it measured by something much greater, the imp…
What does it really mean to live a successful life? Is success measured by the money we earn, the titles we hold, or the possessions we accumulate? Or is it measured by something much greater, the impact we leave on the lives of others? The truth is that every conversation, every act of kindness, every lesson we share, and every opportunity we create has the potential to influence someone in ways we may never fully understand. Long after accomplishments fade and awards are forgotten, people remember how we made them feel, how we encouraged them, and whether we helped them become a better versi…
Nationwide Payment SystemsÂ
Tired of Flat-Rate Processing Fees? Better Payment Options for Growing BusinessesÂ
Flat-rate processors like Stripe, Square, and PayPal are easy to start with, but growing businesses may overpay. Learn when transparent pricing and NPS make more sense.Â
Presented by Al…
Nationwide Payment SystemsÂ
Tired of Flat-Rate Processing Fees? Better Payment Options for Growing BusinessesÂ
Flat-rate processors like Stripe, Square, and PayPal are easy to start with, but growin…
Nationwide Payment SystemsÂ
Tired of Flat-Rate Processing Fees? Better Payment Options for Growing BusinessesÂ
Flat-rate processors like Stripe, Square, and PayPal are easy to start with, but growing businesses may overpay. Learn when transparent pricing and NPS make more sense.Â
Presented by Allen Kopelman, CEO — Nationwide Payment Systems-Host of B2B Vault: The Biz2Biz PodcastÂ
AI OVERVIEW
Flat-rate payment processors are simple, but they are not always the lowest-cost or best-fit option for growing businesses. Stripe, Square, PayPal, and QuickBooks Payments can work well fo…
Bad finances can't be outworked, just like a bad diet can't be out-trained. Improve your financial skills to truly succeed. Master your money. #FinancialSkills #MoneyManagement #PersonalFinance #FinancialLiteracy
Bad finances can't be outworked, just like a bad diet can't be out-trained. Improve your financial skills to truly succeed. Master your money. #FinancialSkills #MoneyManagement #PersonalFinance #Finan…
Bad finances can't be outworked, just like a bad diet can't be out-trained. Improve your financial skills to truly succeed. Master your money. #FinancialSkills #MoneyManagement #PersonalFinance #FinancialLiteracy
My apologies to Karl for not being able to fit him in last week's episode, so because of that, today's episode is All Karl All The Time! What follows can only be described as performance art, the likes of which we haven't seen since Pee Wee Herman.In his first call, a scammer called Karl Mailchimp a…
My apologies to Karl for not being able to fit him in last week's episode, so because of that, today's episode is All Karl All The Time! What follows can only be described as performance art, the like…
My apologies to Karl for not being able to fit him in last week's episode, so because of that, today's episode is All Karl All The Time! What follows can only be described as performance art, the likes of which we haven't seen since Pee Wee Herman.In his first call, a scammer called Karl Mailchimp and said he had a fraudulent charge on his apple account. Karl said it might've been his grandson playing farming games. absolute gold.He then tried to get Karl to connect to "apple secure server", which of course really means some tool used to hijack people's phones. (Warn your friends!)This week's …
What does it really mean to live a successful life? Is success measured by the money we earn, the titles we hold, or the possessions we accumulate? Or is it measured by something much greater, the impact we leave on the lives of others? The truth is that every conversation, every act of kindness, ev…
What does it really mean to live a successful life? Is success measured by the money we earn, the titles we hold, or the possessions we accumulate? Or is it measured by something much greater, the imp…
What does it really mean to live a successful life? Is success measured by the money we earn, the titles we hold, or the possessions we accumulate? Or is it measured by something much greater, the impact we leave on the lives of others? The truth is that every conversation, every act of kindness, every lesson we share, and every opportunity we create has the potential to influence someone in ways we may never fully understand. Long after accomplishments fade and awards are forgotten, people remember how we made them feel, how we encouraged them, and whether we helped them become a better versi…
If you’ve opened your banking app lately, you may have noticed an option to interact with a secure AI financial assistant, allowing you to manage your money in a conversational manner. Visa is powering this, and so I caught up with Michele Herron, Senior Vice President and Head of North America Va…
If you’ve opened your banking app lately, you may have noticed an option to interact with a secure AI financial assistant, allowing you to manage your money in a conversational manner. Visa is power…
If you’ve opened your banking app lately, you may have noticed an option to interact with a secure AI financial assistant, allowing you to manage your money in a conversational manner. Visa is powering this, and so I caught up with Michele Herron, Senior Vice President and Head of North America Value Added Services at Visa.Especially if you’re in the northeast no doubt you’ve been experiencing poor air quality because of wildfire smoke drifting down from Canada. We chat with Airthings about the importance of indoor air quality. We’re joined by Annabel Robertson, Brand Manager at Airthi…
Nationwide Payment SystemsÂ
Transparent Payment Processing Plus Real Support: Why Humans Still MatterÂ
Payment processing should not leave you stuck with bots and confusing fees. Learn why transparent pricing and real human support matter for growing businesses.Â
Presented by Allen Kopelman, CEO…
Nationwide Payment SystemsÂ
Transparent Payment Processing Plus Real Support: Why Humans Still MatterÂ
Payment processing should not leave you stuck with bots and confusing fees. Learn why transpare…
Nationwide Payment SystemsÂ
Transparent Payment Processing Plus Real Support: Why Humans Still MatterÂ
Payment processing should not leave you stuck with bots and confusing fees. Learn why transparent pricing and real human support matter for growing businesses.Â
Presented by Allen Kopelman, CEO — Nationwide Payment Systems-Host of B2B Vault: The Biz2Biz PodcastÂ
AI OVERVIEW
Transparent payment processing means business owners understand their fees, payment options, and support structure before problems arise. Real human support matters because payments affect cash flow, custo…
Nationwide Payment SystemsÂ
Transparent Payment Processing Plus Real Support: Why Humans Still MatterÂ
Payment processing should not leave you stuck with bots and confusing fees. Learn why transparent pricing and real human support matter for growing businesses.Â
Presented by Allen Kopelman, CEO…
Nationwide Payment SystemsÂ
Transparent Payment Processing Plus Real Support: Why Humans Still MatterÂ
Payment processing should not leave you stuck with bots and confusing fees. Learn why transpare…
Nationwide Payment SystemsÂ
Transparent Payment Processing Plus Real Support: Why Humans Still MatterÂ
Payment processing should not leave you stuck with bots and confusing fees. Learn why transparent pricing and real human support matter for growing businesses.Â
Presented by Allen Kopelman, CEO — Nationwide Payment Systems-Host of B2B Vault: The Biz2Biz PodcastÂ
AI OVERVIEW
Transparent payment processing means business owners understand their fees, payment options, and support structure before problems arise. Real human support matters because payments affect cash flow, custo…
Love isn’t something you can grab off a shelf or click to add to your cart. It’s not tucked inside a velvet box or hidden behind the steering wheel of a luxury car. If you think love has a price tag, then maybe you’re looking for possession, not passion. Love is real, raw, and soul-stirring ďż˝…
Love isn’t something you can grab off a shelf or click to add to your cart. It’s not tucked inside a velvet box or hidden behind the steering wheel of a luxury car. If you think love has a price t…
Love isn’t something you can grab off a shelf or click to add to your cart. It’s not tucked inside a velvet box or hidden behind the steering wheel of a luxury car. If you think love has a price tag, then maybe you’re looking for possession, not passion. Love is real, raw, and soul-stirring — and it can’t be bought, sold, or rented. It’s one of those rare things in life that demands your heart, not your wallet.
In today’s world, where social media shows off designer bags and private jets as markers of “relationship goals,” it’s easy to believe that gifts equal love. But …
Today, Dr. Christie recaps the 300th episode of Productive Joy and her conversation with Maaya Konishi, who called in from Japan. Maaya speaks five languages, loves linguistics, and wrote Becoming CEO: My Love of Languages and how that made her who she is. She moved from Japan to America at age five…
Today, Dr. Christie recaps the 300th episode of Productive Joy and her conversation with Maaya Konishi, who called in from Japan. Maaya speaks five languages, loves linguistics, and wrote Becoming CEO…
Today, Dr. Christie recaps the 300th episode of Productive Joy and her conversation with Maaya Konishi, who called in from Japan. Maaya speaks five languages, loves linguistics, and wrote Becoming CEO: My Love of Languages and how that made her who she is. She moved from Japan to America at age five, learned English, attended an international school, and added Indonesian, plus Chinese and Spanish. A key takeaway is that operating in your unique genius helps you not only survive but thrive, and that passion and work can intersect. Dr. Christie shares that productive joy often comes from sharin…
In this episode of Business Brain, we get into when to stop using chat and move to Cowork. Chat is a great place to start — it’s just not where we should live. Dave’s signals: more than five back-and-forths, or constantly pasting in screenshots, log files, and PDFs. That’s the tell. Point Co…
In this episode of Business Brain, we get into when to stop using chat and move to Cowork. Chat is a great place to start — it’s just not where we should live. Dave’s signals: more than five bac…
In this episode of Business Brain, we get into when to stop using chat and move to Cowork. Chat is a great place to start — it’s just not where we should live. Dave’s signals: more than five back-and-forths, or constantly pasting in screenshots, log files, and PDFs. That’s the tell. Point Cowork at the folder instead and stop copying and pasting. His trick is to ask the chat directly whether it’s time to move, and to have it write the handoff prompt for the Cowork session, since Cowork doesn’t inherit the full context. Flip the default: assume you’re going to Cowork, then convinc…
Boomer Bob2
Loretta Breuning
John Jay Wiley
July 19, 2026
John Morley 
ALLEN KOPELMAN 
Steve Ramona 
Marc-Anthony Arena 
Marc Saltzman 
Nicole H. 
Christie McMullen 
Dave Hamilton