Episode Summary:

Sylvie Légère hosts a discussion on the pillars of a good life, specifically focusing on financial readiness, technology literacy, and community engagement in the context of aging. The guests share their perspectives and experiences on these topics, highlighting the importance of financial education, the challenges of navigating technology as one ages, and the role of community and government in supporting the elderly population. They also discuss the prevalence of scams and fraud targeting older adults and the need for better support and resources in dealing with these issues. About The Guests:

Sylvie Légère: A civically engaged entrepreneur, co-founder of the Posse Circle, and a mom.

Derek Kreifels: CEO of the State Financial Officers Organization, representing state treasurers and auditors across the country.

Ferona Lee: CEO of Near Technology, a company that provides tech support and education for older adults.

Sheila Brown: A senior executive at Medtronic with over 20 years of experience in the healthcare industry.

Key Takeaways:

1. Financial education is crucial for individuals of all ages to ensure financial readiness and stability throughout their lives.

2. Technology literacy is essential for older adults to stay connected, access services, and protect themselves from scams and fraud.

3. Community engagement and support are vital for the well-being and quality of life of aging individuals.

4. Scams and fraud targeting older adults are prevalent and often result in significant financial losses.

Great Quotes from The Episode:

"Women live longer and are inheriting the largest transference of wealth in American history." - Derek Kreifels

"When someone retires, they often lack practice with technology, which can lead to challenges in various aspects of their lives." - Ferona Lee

"Having an advocate is crucial when navigating the complexities of aging and accessing support services." - Sheila Brown

Helpful Resources:

Resources from the Policy Circle:

https://www.thepolicycircle.org/brief/aging-in-the-21st-century/

https://www.thepolicycircle.org/brief/financial-literacy/

Resources from Derek Kreifels:

ourmoneyourvalues.com

1792exchange.com

https://swsmmagazine.com/

Resources from Ferrona Lee:

feelnear.com

#4 The Bridge Out of Poverty w/ Karen Wells

Trust Your VoiceBy Sylvie LégèreSep 21, 2020