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Episode 65: Hearts & Wallets

Episode 65: Hearts & Wallets

Released Tuesday, 18th June 2024
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Episode 65: Hearts & Wallets

Episode 65: Hearts & Wallets

Episode 65: Hearts & Wallets

Episode 65: Hearts & Wallets

Tuesday, 18th June 2024
Good episode? Give it some love!
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What most surprises retirees as they enter their new phase of life? In episode 65 of the Revamping Retirement podcast, Hearts & Wallets founder Laura Varas joins CAPTRUST's Matt Patrick and Audrey Wheat to talk about the topic.

The trio delves into what retirees didn’t expect to happen in retirement—including the surprise of retiring earlier than intended. They also explore some of the ways retirement plan sponsors can improve the services, benefits, and plans they offer, whether through advances in technology or by making money talks less intimidating.

Get more insights for retirement plan sponsors by subscribing to Revamping Retirement.

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