Women's Money Wisdom

Episode 287: Gen X High Achievers & Redefining Retirement with Joy Levin


Listen Later

Gen X may be the “forgotten generation,” but they’re shaping retirement in powerful new ways.

Melissa Joy, CFP®, sits down with retirement coach Joy Levin, founder of GenX Encore, to explore how high-achieving Gen X professionals can prepare for what’s next. With longer lifespans, fewer pensions, and careers built on resilience, Gen Xers are facing retirement unlike any generation before.

Joy shares her research and coaching insights on navigating the identity shifts, social transitions, and planning gaps that often go unaddressed in traditional financial prep. Together, they unpack how to reframe retirement as an encore—a purposeful, fulfilling new chapter.

💡 Key Themes:

  • Why Gen X resilience is an asset (and a challenge) in retirement
  • The risks of skipping emotional + lifestyle planning
  • How to align with your spouse/partner on retirement goals
  • Avoiding social isolation in retirement and building new connections
  • Encore projects: turning passions into purpose
  • The power of holistic retirement planning—beyond the numbers


Connect with Joy: www.genxencorelife.com

Linkedin: www.linkedin.com/in/joyatallium

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

...more
View all episodesView all episodes
Download on the App Store

Women's Money WisdomBy Melissa Joy, CFP®

  • 5
  • 5
  • 5
  • 5
  • 5

5

17 ratings


More shows like Women's Money Wisdom

View all
Money Girl by QuickAndDirtyTips.com

Money Girl

1,855 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,320 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

549 Listeners

HerMoney with Jean Chatzky by Jean Chatzky Her Money

HerMoney with Jean Chatzky

1,487 Listeners

The Daily by The New York Times

The Daily

112,937 Listeners

Up First from NPR by NPR

Up First from NPR

56,861 Listeners

NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

NerdWallet's Smart Money Podcast

889 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,862 Listeners

The Indicator from Planet Money by NPR

The Indicator from Planet Money

9,560 Listeners

Crime Junkie by Audiochuck

Crime Junkie

369,806 Listeners

Suze Orman's Women & Money (And Everyone Smart Enough To Listen) by Suze Orman Media

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

313 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

833 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,068 Listeners

Wealthy After 40: Personal Finance, Budgeting, Saving, Debt, Financial Foundations by Dalene Higgins - Money Coach & Retirement Strategist

Wealthy After 40: Personal Finance, Budgeting, Saving, Debt, Financial Foundations

32 Listeners

Good Hang with Amy Poehler by The Ringer

Good Hang with Amy Poehler

13,451 Listeners