Throughout 2021 and early 2022, the Department of Financial Institutions partnered with the Investor Protection Trust, Detroit Public Television and PBS Books on a “When I’m 65” series called “Boomers to Zoomers: Building a Secure Path Toward Retirement.” This series of virtual events livestreamed on the Public Protection Cabinet’s Facebook page at https://www.facebook.com/kypublicprotection.
The series provides the quality, objective investor and financial information needed by all Americans to make wise and safe investment decisions at every age and every stage of life. The events are interactive and feature timely topics, financial experts, motivational stories and practical information viewers can use immediately to prepare for long-term financial security.
Boomers to Zoomers is part of When I’m 65, a program of the Investor Protection Trust in partnership with Detroit Public Television. When I’m 65 takes a generational look at retirement and focuses on the actions people should take at every age to prepare for a secure retirement.
Past Events
- Feb. 25 2022, 1 p.m. ET – Principles of Personal Financial Literacy
Financial literacy can be a source of stress, fear and worry for many Americans. The best way to achieve confidence in your personal organization of money management is by learning how to make smart and secure financial decisions every day. Join us as we discuss the Principles of Personal Financial Literacy.
Topics include:
* Spending - Learning to spend your money wisely will help you confidently attack your money goals in 2022.
* Saving – Uncover the power of saving, and how a commitment to stacking away money can help you live out the life you want.
* Investing - Learning how to make your money make money for you is the ultimate foundational block to financial literacy. - Jan. 28, 2022, 1 p.m. ET – Financial Resolutions: Sowing the Seeds for a Bountiful Retirement
The new year is a chance to turn over a new leaf and set powerful financial resolutions. From boosting your budget to investing in diverse accounts, building a secure future always begins with a solid foundation. Whether you're a newcomer, or a retiree, learn how to set financial resolutions that will sow seeds for a bountiful harvest. - Dec. 17, 2021, 1 p.m. ET – The End-of-Year Financial Checklist
Between the holiday parties and resolution setting, it's important to take some time at the end of the year to check in on your finances. Review your investing strategies, rebalance your portfolios, and revamp your budget to set yourself up for the new year. Join us for End-of-Year Financial Checklist.
Between the holiday parties and resolution setting, it’s important to take some time at the end of the year to check in on your finances. Review your investing strategies, rebalance your portfolios, and revamp your budget to set yourself up for the new year. Join us for the End-of-Year Financial Checklist. - Nov. 19, 2021, 1 p.m. ET – Health Insurance Marketplace: Managing Your Medical Resources
Open Enrollment to purchase health insurance through kynect, Kentucky's health insurance marketplace, takes place Nov. 1, 2021 - Jan. 15, 2022. Open Enrollment for Kentucky Medicaid for 2022 takes place Oct. 15 - Dec. 1, 2021. This event will help you figure out what kind of patient experience you want, the medical obstacles that affect you personally, and the costs you can afford.
- Oct. 22, 2021, 1 p.m. ET – Financial Fraud: Disguises to Watch Out For
Losing
your retirement savings and investments to scams and fraud can be
devastating. Some disguises are easy to spot - while others trip up even
the most seasoned professionals. PBS Books speaks with financial
professionals to provide you with the inside scoop on which tricks cons
are using to try and steal your money and learn how to recognize when an
offer is too good to be true. Protect the investments you worked so
hard to earn. - Sept. 17, 2021, 1 p.m. ET – How to Make Your Earnings Work for You – Through Retirement
Whether you are grinding away as a newbie in your career, or slowing
down as you gear up for retirement - making sure the money you earn
today will cover your expenses later in life is an important
conversation to have.
Listen as financial experts discuss when to make adjustments to
retirement accounts, how to cash in on credit card rewards, and the best
way to explore a passive income stream. - Aug. 27, 2021, 1 p.m. ET – Investing: A Beginner's Guide to Getting Started
Investing
young is one of the best ways to lay a stable financial foundation –
long term. Learn how allocating money wisely now can build the wealth
and freedom you’ve always wanted. Tune
in as we break down the basics of investing, dissect different
investment strategies to help you gain a competitive advantage, and
explore the most common investing mistakes novice investors make when
they first start out. - July 23, 2021, 1 p.m. ET – Financial Freedom: Declare the Life You Want
What
does FINANCIAL FREEDOM mean to you, and how do you achieve it? Whether
you want to reduce debt, save more, create a passive income for your
family, automate investments, or simply feel like you have enough money
on hand to retire and live out the life you've always imagined,
Financial Freedom begins with setting a plan. Learn different debt
reduction strategies ... begin taking steps to make your money work for
you ... and determine how to invest more for the future.
We speak with financial experts about the different strategies to help lead to prosperous, secure and empowering futures. - June 25, 2021, 1 p.m. ET – Harness Your Inner Hummingbird: How to Build Your Nest Egg
Saving
for retirement is about more than just stashing away cash in a jar. How
much will you need? What's the easiest way to continue contributing
after you retire? We take you through simple steps to grow a
comfortable nest egg that will last through your golden years. - May 28, 2021, 1 p.m. ET – Retirement Readiness for Military Families
Military
families, whether active duty or retired, have access to a lot of great
benefits that can help them prepare for a secure retirement. But they
also face unique financial challenges, like deployment, that can make
reaching their goals more difficult. "Retirement Readiness for Military
Families" features qualified experts who discuss many of the
benefits available to active duty and retired military families as well
as strategies for overcoming obstacles and saving and investing for a
secure retirement. - April 23, 2021, 1 p.m. ET – Investing: What’s New and What’s Not
Investors
have been on a roller coaster ride in the last 12 months. The only
prediction sure to come true is that we can expect the unexpected. We
will discuss what tools and trends Millennials and the Gen Z “Zoomers”
are popularizing that might be worth adding to your portfolio. Plus, the
tried and true principles that will help traditional investors get
across the retirement finish line. - March 23, 2021 – The Covid Effect: Restoring Financial Wellness
We discuss the ongoing impact of relief funding, and how to spend the latest round of checks to help bridge the gaps in your current investments or create a stronger security net. Plus, what options will help you build a secure baseline savings in the event of any other future disruptions to personal income or the economy? - 2017 – When I’m 65 with David Brancaccio
Explore how our financial and lifestyle choices today will affect our quality of life in retirement. Using case studies, engaging animations, and lively expert interviews, "When I"m 65" looks at how aspirations and financial planning for retirement have changed.
Resources
