Life in Retirement: Expectations & Realities – Catherine Collinson

Retirement, like many things in life, is a balancing act. There are some daunting challenges to solve and practical realities to face - and you'll ignore them at your peril. But you don't want them to limit your aspirations or put a damper on imagining what's possible in this next phase of life. So, how are people thinking about retirement these days? And what can pre-retirees learn from the experience of those who've already retired? The Transamerica Institute and Transamerica Center for Retirement Studies recently surveyed over 4,650 people in the US, with a sample comprised of 58% pre-retirees 50+ and 42% retirees, on their views on retirement. We're glad to have Catherine Collinson return to The Retirement Wisdom Podcast to share the findings and her insights.

Catherine Collinson joins us from Los Angeles.

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Bio

Catherine Collinson is CEO and president of nonprofit Transamerica Institute and Transamerica Center for Retirement Studies. Catherine is a retirement and market trends expert and champion for Americans who are at risk of not achieving a financially secure retirement. She oversees all research and outreach initiatives, including the Annual Transamerica Retirement Survey.

With more than two decades of experience, Catherine is a nationally recognized voice on retirement trends. Catherine is regularly cited by top media outlets on aging and retirement-related topics, speaks at industry conferences, and authors articles in leading industry journals. She has testified before Congress on matters related to employer-sponsored retirement plans among small business, which have featured the need to raise awareness of the Saver’s Credit among those who would benefit most from the important tax credit. She co-hosts ClearPath: Your Roadmap to Health and WealthSM podcast on WYPR, Baltimore’s NPR news station.

In 2018, Catherine was recognized an Influencer in Aging by PBS Next Avenue for her work in continuing to push beyond traditional boundaries and change our society's understanding of what it means to grow older. In 2016, she was honored with a Hero Award from the Women’s Institute for a Secure Retirement (WISER) for her tireless efforts in helping improve retirement security among women. In 2015, Catherine joined the Advisory Board of the Milken Institute’s Center for the Future of Aging.

Catherine is employed by Transamerica Corporation. Since joining the organization in 1995, she has held a number of positions and has identified and implemented short- and long-term strategic initiatives, including the founding of the nonprofit Transamerica Institute and its Transamerica Center for Retirement Studies. Prior to her employment at Transamerica, Catherine spent nearly a decade at The Walt Disney Company, serving in information services and business planning posts.

Catherine earned her bachelor’s degree in British and American literature at Scripps College, Claremont, California, and her master’s of business administration at the University of California, Irvine.

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For More on Catherine Collinson

Life in Retirement: Pre-Retiree Expectations and Retiree Realities

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