In this special episode of Edelman Financial Engines’ Everyday Wealth™, we’re revisiting three of our most popular guest interviews, all focused on living longer and how to plan for it. First, Jean speaks to Ken Dychtwald, founder of Age Wave, about how retirement is changing and what retirees can do to prepare both financially and mentally for a longer life. Then, Jean welcomes Michael Clinton, author of Roar: into the second half of your life (before it's too late), about the importance of finding purpose and connection in our later years. Later, Erin Smith, a director of estate planning at Edelman Financial Engines, joins Jean to discuss the essentials of an estate plan and how an advisor can help.

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This show is pre-recorded, and any callers are prescreened.

The views and opinions expressed by the guests are solely their own and may not reflect the views or opinions of EFE or its planners.

The information being provided is for informational and educational purposes only and should not be construed as investment advice. You should consult with a financial advisor to help determine the best options for your particular circumstances.

The information regarding estate planning should not be construed as tax or legal advice and is for general informational purposes only.

Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to include your qualified tax and/or legal professionals in these discussions and decisions to help determine the best options for your particular circumstances.