2024 Retirement Risk Survey Series

2024 Retirement Risk Survey Series

Author: Research Insights June 25, 2026 Duration: 24:25

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/


Hosted by R. Dale Hall, FSA, MAAA, CERA, the Managing Director of the SOA Research Institute, Research Insights, a Society of Actuaries Podcast is a direct line to the critical studies shaping the actuarial field and related disciplines. This isn't just a summary of papers; it's a series of conversations that unpack the implications, methodologies, and real-world applications found within the Society of Actuaries Research Institute's extensive work. You'll hear discussions on recently released research reports, deep dives into studies featured at major SOA meetings, and explorations of other pivotal findings produced by the institute. Each episode is designed to translate complex data and sophisticated models into accessible insights, whether you're a practicing actuary, a professional in a related financial or risk management field, or simply someone with a keen interest in the science of uncertainty. The podcast serves as an essential audio companion for anyone looking to stay informed on the latest evidence-based approaches to insurance, retirement, finance, and health. By tuning in, you gain a clearer understanding of how rigorous research informs better business decisions and public policy. Occasional guest hosts bring additional perspectives, ensuring a well-rounded examination of each topic. For those committed to continuous learning and professional self-improvement, this series provides a thoughtful and substantive resource, naturally integrating detailed analysis with broader educational context.
Author: Language: English Episodes: 50

Research Insights, a Society of Actuaries Podcast
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