Catherine Collinson | WYPR

Catherine Collinson

President, Transamerica Institute and Transamerica Center for Retirement Studies

Catherine Collinson serves as President of the Transamerica Institute and Transamerica Center for Retirement Studies, and is a retirement and market trends expert and champion for Americans who are at risk for not achieving a financially secure retirement. Catherine oversees all research and outreach initiatives, including the Annual Transamerica Retirement Survey.

With more than 15 years of retirement services experience, Catherine has become a nationally recognized voice on retirement trends for the industry. She has testified before Congress on matters related to employer-sponsored retirement plans among small business, which have featured the need to raise awareness of the Saver’s.  Credit among those who would benefit most from the important tax credit.

Catherine is regularly cited by top media outlets on retirement-related topics. Her expert commentary has appeared in major publications, including: The Wall Street Journal, U.S. News & World Report, USA Today, Money, The New York Times, The Huffington Post, Kiplinger's, CBS MoneyWatch, Los Angeles Times, Chicago Tribune, Employee Benefits News and HR Magazine. She has also appeared on PBS' "Nightly Business Report," NPR’s "Marketplace" and CBS affiliates throughout the country.

Catherine speaks at major industry conferences each year, having appeared at events hosted by organizations including PSCA, LIMRA and PLANSPONSOR.  She also authors articles published in leading industry journals, such as ASPPA, SPARK and PSCA.

Ways to Connect

With the current pandemic and its various impacts continuing to be felt around the world. U.S. workers have seen negative impacts to their finances and savings.

Well….we’re back with another edition of ClearPath – Your Roadmap to Health & Wealth. I’m your host, Al Waller. And…today, we’re going to discuss how the Coronavirus Aid, Relief, and Economic Security Act…..(otherwise known as the CARES Act) impacts loans and early withdrawals from 401(k) retirement accounts. 

Today’s women are better educated and enjoy career opportunities that were unimaginable 50 years ago. Yet the gender pay gap in the U.S. remains persistent with women earning 85 percent of what men earned in 2018, according to a Pew Research Center analysis.

Catherine Collinson, president of nonprofit Transamerica Center for Retirement Studies, tells us how the gender pay gap plays into women’s retirement readiness.

Today on the show we're discussing an important, but underutilized tax credit known as the Saver’s Credit. Many Americans miss out on it simply because they’re unaware it exists. Catherine Collinson, president of nonprofit Transamerica Center for Retirement Studies, helps us understand the Saver’s Credit and its benefits for everyday Americans.

As the retirement landscape evolves, employers have to reflect on if their retirement plans and policies will continue to benefit their employee’s retirement preparations. Catherine Collinson, president of nonprofit Transamerica Center for Retirement Studies, discusses how employers can take on a greater role in supporting the changing retirement needs of their employees.

Have you ever wondered how well prepared your Uber driver, tutor, or piano teacher is for retirement? Often when we discuss retirement, we think about traditional employees who work for an employer. Those who are not always top of mind, but are just as important, are the self-employed. How are they preparing for retirement or are they even considering retirement? Today, we have Catherine Collinson, president of nonprofit Transamerica Center for Retirement Studies, with us to discuss how the self-employed are shaping their retirement. 

We've recently discussed Medicare and other medical open enrollment periods on this podcast. Although open enrollment is typically centered around health insurance, it provides an opportunity to check/review your retirement benefit selections. Today Catherine Collinson, president of nonprofit Transamerica Center for Retirement Studies, helps us understand what things to consider during this vital period.

Saving for retirement can be an arduous process even for those who have workplace retirement benefits, but what about people who are self-employed and may not have access to these benefits? Catherine Collinson, president of nonprofit Transamerica Center for Retirement Studies, discusses the Center’s recent research on the self-employed and ways they can save. 

Elder Fraud

Nov 26, 2019

Elder fraud is an increasing reality in today’s world.  According to the United States Special Committee on Aging, older American’s lose, on average, $3 billion per year to scams. This is an extremely alarming, yet under-reported number, as not every case of fraud and financial exploitation is reported. It is important for people to be aware and recognize warning signs to better protect themselves.

Today, Catherine Collinson, president of nonprofit Transamerica Center for Retirement Studies, joins us to talk about elder fraud.

Elder Fraud

Nov 11, 2019

Elder fraud is an increasing reality in today’s world.  According to the United States Special Committee on Aging, older American’s lose, on average, $3 billion per year to scams. This is an extremely alarming, yet under-reported number, as not every case of fraud and financial exploitation is reported. It is important for people to be aware and recognize warning signs to better protect themselves.

Today, Catherine Collinson, president of nonprofit Transamerica Center for Retirement Studies, joins us to talk about elder fraud.

Catherine shares how people 50 and up can boost their retirement savings by using catch-up contributions.

Creating an emergency savings fund while juggling all of your financial priorities is difficult. How much are people saving? Catherine joins us to share findings from a Transamerica report on workers' emergency savings funds, and to discuss the ways a lack of savings could impact retirement preparation. 

Catherine discusses the future of age-friendly communitities and the ability for people to age in place. 

Catherine discusses how we can successfully take on a greater role in funding, preparing for and managing retirement savings.

Catherine tells us what she learned from a survey of 5900 workers across the U.S. when it comes to ideas about retirement. 

Catherine tells us what Millenials, Gen X-ers and Baby Boomers are envisioning for retirement. 

Catherine tells us how Baby Boomers are trail-blazing a new type of retirement that includes pleasure, purpose and continued work. 

Millenials have proven themselves to be savvy as the digital do-it-yourself generation. Many are looking to digital tools to help them achieve their retirement goals. 

Catherine tells us about her research on millenials' retirement readiness. 

Generation X often gets lost in the shuffle between bigger demographics--baby boomers and millenials. But this group is struggling to build retirement security while juggling work, children, and caring for aging parents. Catherine tells us some unsettling information about Gen X-ers' retirement preparation.

Millenials have proven themselves to be quite savvy in digital spheres but how about in retirement planning? Catherine fills us in on research that outlines the steps millenials are taking to actively prep for retirement.  

Generation X often gets lost in the shuffle between bigger demographics--baby boomers and millenials. But this group is struggling to build retirement security while juggling work, children, and caring for aging parents. Catherine tells us some unsettling information about Gen X-ers' retirement preparation.

Physical workers, people in physically demanding jobs, face unique retirement expectations. Catherine tells about today's physical workers and how they're preparing for retirement. 

Flickr/Creative Commons

Catherine Collinson talks about how to enter the role of caregiver and do so responsibly.

According to the Social Security Administration there are more than 45 million retirees in the United States. Many of them are facing financial vulnerability. Catherine joins us this week to discuss critical issues that impact today's retirees. 

Important birthdays can significantly impact your retirement planning. These milestone birthdays start in our 50s and continue into our early 70s. Catherine sheds light on these milestones and offers some tips on how we can plan accordingly.

On today's episode, Catherine tells us about the 'Savers Credit,' an important but underutilized tax credit that can pay to save for retirement. 

Many people want to work past the age of 65 but not every employer has the proper supports in place to help employees accomplish that goal. Catherine tells us about some of the disconnects. 

New Year, New Goals

Dec 31, 2018

Catherine and Al discuss setting personal and financial goals for the new year. 

Catherine discusses findings regarding workers' desires to work beyond the age of 65 versus what employers have in place to support them. 

Retirement and the Recession

Dec 3, 2018

Catherine tells us how retirement security in the U.S. has fared since the great recession. 

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