Episode 287: Gen X High Achievers & Redefining Retirement with Joy Levin

Gen X may be the “forgotten generation,” but they’re shaping retirement in powerful new ways.

Melissa Joy, CFP®, sits down with retirement coach Joy Levin, founder of GenX Encore, to explore how high-achieving Gen X professionals can prepare for what’s next. With longer lifespans, fewer pensions, and careers built on resilience, Gen Xers are facing retirement unlike any generation before.

Joy shares her research and coaching insights on navigating the identity shifts, social transitions, and planning gaps that often go unaddressed in traditional financial prep. Together, they unpack how to reframe retirement as an encore—a purposeful, fulfilling new chapter.

💡 Key Themes:

• Why Gen X resilience is an asset (and a challenge) in retirement
• The risks of skipping emotional + lifestyle planning
• How to align with your spouse/partner on retirement goals
• Avoiding social isolation in retirement and building new connections
• Encore projects: turning passions into purpose
• The power of holistic retirement planning—beyond the numbers

Connect with Joy: www.genxencorelife.com

Linkedin: www.linkedin.com/in/joyatallium

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