46 - Wisdom of Experience: Lessons Learned From Millennial, Generation X and Baby Boomer Investors (ft. Heather Lord)

Wisdom of Experience: Lessons Learned From Millennial, Generation X and Baby Boomer Investors 

ft. Heather Lord, Strategy & Innovation Director at American Funds

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About this episode:

Who’s staying up all night worrying about retirement? It is not the Boomers but the generation that came of age during the dot-com bust, the global financial crisis and housing collapse – Generation X or anxious!  Nearly two-thirds (63%) of Gen Xers are kept up at night thinking about financing their retirement and even more are looking to increase the upside of their investments so they can get on track, according to a survey by American Funds, a family of mutual funds from Capital Group, one of the world’s leading investment management firms.

 

“Wisdom of Experience: Lessons Learned From Millennial, Generation X and Baby Boomer Investors” surveyed over 1,200 U.S. adults, focusing on Millennials (21-36 years old), Generation X (37-51 years old) and Baby Boomers (52-70 years old), to understand their perspectives on a range of investing and retirement issues.

 

On this episode, Heather Lord, Strategy & Innovation Director at AmericanFunds, will detail the findings of the “Wisdom of Experience: Lessons Learned from Millennial, Generation X and Baby Boomer Investors” survey and what investors should be thinking about at various stages in their lives.

About Heather Lord:

Heather Lord is strategy & innovation director at American Funds, part of Capital Group. She has 11 years of industry experience and joined Capital Group this year. Prior to joining Capital, Heather worked as a principal at Boston Consulting Group. Before that, she was a senior vice president, strategy & client experience at Charles Schwab. She holds a PhD in applied statistics and psychology from Yale University and a bachelor's degree in statistics from Cornell University. Heather is based in Los Angeles.