Millennials Eager To Retire Early

Scott Martin Contributor

March 3, 2000

The poll found that millennials are the most likely generation to be inspired to retire early due to COVID, with 15% saying they were moving up their retirement timeline.

Financial planning has always been essential. Rarely has it been exciting—or truly central to the advisor-client relationship. Matt Wilson, Head of Business Strategy at Envestnet MoneyGuide, is working to change both. From goals-based planning and collaborative client tools to the upcoming Dash product and a pragmatic AI roadmap, Wilson lays out what a genuinely planning-first practice looks like—and how the technology to support it is finally catching up to the vision.

Millennials Eager To Retire Early

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