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Beyond Generations

Beyond Generations

Beyond Generations, featuring both webcasts and podcasts, explores insights and amplifies voices by delving deeper into topics aligned to our Generations publications through an equity lens.

Beyond Generations with Edward Jones

Podcast Series with Edward Jones

Join Edward Jones and ASA for in-depth conversations about how to build a foundation for financial success for all. By providing all generations of Americans with the financial knowledge and resources needed to succeed, we can empower more to lead longer, healthier and more productive lives.

 

 

Episode 1

Episode 1: Building Financial Resilience Across the Lifespan

Generations are defined less by age than by shared experiences. From Gen Z to the Silent Generation, each group has unique needs, desires and challenges—particularly when it comes to finances. Lena Haas, head of Wealth Management Advice and Solutions at Edward Jones, discusses her firm’s efforts to better understand each generation to help them plan and reach their life goals.

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Episode 2

Episode 2: Seizing Opportunities and Bridging the Wealth Gap

The wealth gap in America is real—and it represents the impact of systemic and institutional racism spanning four centuries in the United States. Edward Jones Principal Vanessa Okwuraiwe explores potential solutions to narrow this financial divide and improve the lives of millions.

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Episode 3

Episode 3: The Importance of Financial Education to Build Financial Strength

Financial advice and education are critical components for building a stable financial future, yet many lack access to these tools. Edward Jones Principal Vanessa Okwuraiwe discusses her firm’s efforts to grow financial knowledge and build long-lasting financial strength—not just for Edward Jones clients, but for everyone.

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Episode 4

Episode 4: Promoting Healthier Futures to End Alzheimer’s

Alzheimer’s is a devastating disease impacting more than 6 million Americans. It also is among the most expensive diseases, with a lifetime cost of care of more than $390,000. Edward Jones Principal Vanessa Okwuraiwe shares insights into protecting health and wealth and discusses the firm’s efforts to end Alzheimer’s.

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Episode 5

Episode 5: Helping Women Thrive in Retirement

Women investors have unique needs and considerations when it comes to managing retirement, Social Security benefits and their finances. While flexibility is important, having a structured financial strategy is essential. Lena Haas, head of Wealth Management Advice and Solutions at Edward Jones, discusses how women can best prepare for retirement.

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Episode 6

Episode 6: Financial Empowerment for Women

Lena Haas, head of Wealth Management Advice and Solutions at Edward Jones, explores the benefits of building financial knowledge and strength for women. She discusses the importance of being involved in financial decision-making, how an emergency fund can be an empowering tool, bridging the retirement gap between men and women and how to make the most of a longer life expectancy.

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