Research Insights, A Society Of Actuaries Podcast

February is often associated with Valentine's Day—a time when many people reflect on partnerships, shared goals, and planning for the future together. In this classic Research Insights episode, the conversation revisits how those themes show up in real life through retirement planning and decision-making among early middle-aged adults. The episode explores what research reveals about balancing individual priorities with shared household goals, how couples and families navigate joint financial choices, and why decisions made during these years can have a lasting impact on long-term financial security and well-being. Tune in to hear key takeaways from the research—and consider how these insights can inform better planning and conversations at home.