Listening to Middle-Income Americans: Part 1

Bankers Life and Casualty Company Center for a Secure Retirement surveyed middle-income retirees on the realities of preparing for and enjoying life in retirement.

In this new multi-part report series, we asked 300 retirees ages 55 to 75 a variety of open-ended questions about what they have learned during their retirement and to share their real-world advice for younger generations. Part 1: Advice for Younger Generations highlights four questions from the survey and summarizes retirees’ most common responses.

Read Part 2: Health and Happiness and Part 3: Living in Retirement.

Key Findings

Series Part 1: Advice for Younger Generations

In This Report:
Four Q&As from Current Retirees

1. What is the Most Important Piece of Advice About Life You Would Give to Younger Generations?

2. What Financial Advice Would You Give Younger Generations About Planning for Retirement?

3. What Retirement Topic Do You Wish You Knew More About?

4. What Has Been Your Biggest Financial Surprise About Being Retired?