A longer lifespan is one of humanity’s greatest achievements. It also raises urgent questions about caregiving, financial security, and how we prepare for life after 65. On this episode of The Age of Aging, we take a look at the financial challenges that come with living longer. 

First, Terrence Casey moderates a wide-ranging conversation with Surya Kolluri of the TIAA Institute and Dr. Mary Naylor of Penn Nursing’s NewCourtland Center for Transitions and Health about the financial realities of longevity in America. Later in the episode, financial experts Bode Hennegan and Christine Moriarty share practical strategies for planning ahead, avoiding common financial mistakes, and building long-term stability. 

Inside this episode:  

3:15 – A Different Life Structure: Surya Kolluri and Mary Naylor discuss the financial implications of an extended lifespan and why it will require fundamental changes on individual and societal level. 

18:17 – The Sandwich Generation: Kolluri and Dr. Naylor Examine the growing pressures facing adults caring for both children and aging parents, and the policies needed to support them. 

29:32 – 5 Financial Pitfalls: Bode Hennegan shares her top 5 most common pitfalls she sees older adults make when planning for later life. 

35:24 – Money Peace: Christine Moriarty gives her top 5 financial planning tips for older adults. 

41:24 – Start Saving and Communicating: Terrence Casey and Jake Johnson wrap up the episode by sharing the statistics that stayed with them most, and the changes they plan to make in their own lives.  

Resources available on the episode webpage linked below 

Special thanks this episode to Surya Kolluri, Mary D. Naylor, PhD, RN, FAAN, Bode Hennegan, and Christine Moriarty 

The Age of Aging is a Penn Memory Center production, hosted by Editorial Director Terrence Casey and Producer Jake Johnson, in partnership with the Penn FTD Center, the Penn Institute on Aging, and Penn’s Alzheimer’s Disease Research Center. Contributors include Dalia Elsaid, Jason Karlawish, Emily Largent, and Alison Lynn. 

The show is made possible by generous support from the Michael Naidoff Communications Hub Fund. 

Caring for an aging loved one isn’t easy — but you don’t have to do it alone. At Rothkoff Law Group, families across New Jersey and Pennsylvania receive guidance through every stage of the aging journey. Their team of elder care attorneys, geriatric care coordinators, and public benefits specialists advocate for your loved one’s well-being and your peace of mind. 

Rothkoff Law Group — your partner in elder care advocacy and senior care planning every step of the way. Visit RothkoffLaw.com for more information.