Simplicity Lone Beacon’s John Capuano and Marcus Roth breakdown our most comprehensive consumer study yet.
Simplicity Lone Beacon regularly conducts nationwide surveys to gain valuable insights into the mindset of retirees and pre-retirees. Our Q1 2025 study is one of our most timely, and insightful to date.
We’ve had responses from nearly 2,000 individuals nearing or in retirement, and here’s what we’ve learned:
- The #1 retirement fear that spans every wealth level
- How most retiree’s feel about impending inheritance and their long term care planning.
- Opportunities for capturing additional market share
And much more!
00:12 – Introduction
00:51 – Context of Consumer Behavior Changes
01:27 – Demographics of Survey
02:40 – Veracity of Survey Data Compared to Other Polls
03:48 – Fundamentals of Investing Survey Questions
04:42 – General Attitudes Towards Investment Principles
05:58 – Inflation’s Impact on Consumer Attitudes
06:35 – Market Risk Perception Across Wealth Segments
07:41 – Tax Mitigation Importance Across Wealth Segments
09:22 – Trust and Ease in Financial Advising
14:19 – Wealth Transfer Opportunities in the Next Decade
17:51 – Consumer Engagement with Financial Media
19:52 – Long-Term Care Readiness Insights
22:11 – The Importance of Physical Health in Retirement
23:19 – Integrating Health and Wellness into Retirement Planning
26:35 – Key Takeaways from the Survey
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