Podcast Banner
Home > Podcasts > INNOVATIONS & TECHNOLOGY EFFECT ON RETIREMENT

INNOVATIONS & TECHNOLOGY EFFECT ON RETIREMENT

by: LAURA HAWLEY guest: Chad Jones October 4, 2017
podcast image

Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Chad Jones – CFP®, MBA, Financial Advisor at Allen & Company

Guests
Bill McManus – CIMA®, Director, Strategic Markets at Hartford Funds
Dr. Olukemi Fajolu – Orthopedic Surgeon, Lakeland Regional Health

In this episode we discuss how technology innovations are allowing us to live longer and better lives, the rise in numbers and sophistication of cyber-attacks, how to make retirement meaningful, the phases of retirement, and much more. We also welcome special guests Bill McManus, CIMA®, Director, Strategic Markets at Hartford Funds to discuss retirement and Dr. Olukemi Fajolu, Orthopedic Surgeon at Lakeland Regional Health.

Find Out More About: podcasts

In this episode we cover:

  • Economic compass (1:20)
  • Visit with Bill McManus, CIMA®, Director, Strategic Markets at Hartford Funds, to discuss technology and how it is impacting today’s economy (4:16)
  • Financial concerns of a longer retirement period (6:55)
  • How technology has engaged with the retired generation (12:30)
  • The big idea of the “Big Decision” phase (17:20)
  • Visit with special guest, Dr. Olukemi Fajolu, Orthopedic Surgeon at Lakeland Regional Health to discuss technology and your health (17:56)

Tweetable Topics:

Technology has enabled us to work in a different fashion than we traditionally have. – Bill McManus, CIMA®, Director, Strategic Markets at Hartford Funds

There are more Uber drivers over the age of 50 than under the age of 30. – Bill McManus, CIMA®, Director, Strategic Markets at Hartford Funds

The “Gig” Economy. – Bill McManus, CIMA®, Director, Strategic Markets at Hartford Funds

Housing is the #1 out-of-pocket expenditure of people over age 65. – Bill McManus, CIMA®, Director, Strategic Markets at Hartford Funds

Connect with:

Laura Hawley – CFP®, President at Allen & Company
Allen & Company – Laura Hawley

Chad Jones  CFP®, MBA, Financial Advisor at Allen & Company
Allen & Company – Chad Jones
LinkedIn – Chad Jones

Bill McManus – CIMA®, Director, Strategic Markets at Hartford Funds
LinkedIN – Bill McManus

Dr. Olukemi Fajolu – Orthopedic Surgeon at Lakeland Regional Health
Lakeland Regional Health – Dr. Olukemi Fajolu

newsletter image
featured Person

About LAURA HAWLEY

Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.

A CERTIFIED FINANCIAL PLANNER, Laura joined Allen & Company in 1983 and now serves as Senior Vice President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.

Laura’s holistic approach to financial planning, and her passion...