About this episode

Dale Hall discusses the 2024 Retirement Risk Survey Report of Findings, exploring Americans' retirement concerns and preparedness.

In this episode of the Research Insights Podcast, Dale Hall, Managing Director of Research at the Society of Actuaries Research Institute, discusses the 2024 Retirement Risk Survey Report of Findings with Griffin Lothrop and May Ling Hu of Deloitte. The conversation explores Americans' retirement concerns and preparedness, including retirement income, unexpected financial shocks, caregiving, family support, technology, inflation, and the evolving role of AI in retirement planning and financial decision-making. The survey includes more than 2,000 Americans ages 45 to 80, including both pre-retirees and retirees, and provides a broad view of the forces shaping retirement readiness and risk. Listeners will gain insights into how pre-retirees and retirees are navigating inflation, early retirement, financial challenges, family support expectations, and technology adoption. The episode also highlights important considerations around AI use, data security, and how financial and technology providers can help retirees engage with digital tools safely and confidently. Review the report: https://www.soa.org/resources/research-reports/2025/retirement-risk-survey-series/

People in this episode

Host: Dale Hall

Guests: Griffin Lothrop, May Ling Hu

Topics covered

• retirement concerns
• financial preparedness
• AI in retirement planning
• inflation
• technology adoption
• caregiving

Mentioned in this episode

Organizations: Society of Actuaries Research Institute, Deloitte

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