Women's Money Wisdom

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


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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:...

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Women's Money WisdomBy Melissa Joy, CFP®

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