Retirement: When and How to Start Planning

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Retirement: When and How to Start Planning


Carroll Estes, Ph.D., Founder, Institute of Health and Aging, UCSF

Gretchen Hollstein, CFP®, Investment Advisor, Litman/Gregory Asset Management, LLC

Esther Koch, C.P.A., Gerontologist and President, Encore Management

John Milford, Executive Director, San Francisco Towers - Moderator


By the year 2030, the U.S. population aged 65 and older will double, making roughly 20 percent of the population over the legal age of retirement. While some social net exists in America, the baby boomers are beginning to retire and each individual’s responsibility to save is more real now than ever before. As America continues to age, what does each person need to know and plan for?


This program was recorded in front of a live audience at The Commonwealth Club on June 22, 2009