Retirement in a Digital World: What Every Retiree Should Know (Ep. 203)

Retirement in a Digital World: What Every Retiree Should Know (Ep. 203)

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Retirement today looks very different than it did even a decade ago. Managing your finances, protecting your identity, staying connected with family, accessing healthcare, and preserving your legacy are all becoming increasingly digital. While these advancements offer greater convenience and flexibility, they also introduce new risks that deserve careful planning.

In this episode of Retirement Unlocked, Larry Heller, CFP®, CDFA®, explores how technology is reshaping retirement and why digital preparedness is essential to protecting your financial future. From cybersecurity and AI-powered scams to digital estate planning and everyday technology that supports independence, Larry shares practical insights to help you embrace innovation with greater confidence.

Larry discusses: 

  • Why retirement planning now includes cybersecurity, digital assets, and the protection of your online identity.
  • How AI-powered scams, voice cloning, hacked emails, and identity theft are becoming increasingly sophisticated, and the practical steps retirees can take to protect themselves.
  • The growing role of telehealth, wearable technology, and other digital tools in helping retirees maintain their independence and improve their quality of life.
  • How technology is making it easier to travel, manage finances remotely, stay connected with family, and enjoy greater flexibility throughout retirement.
  • Why organizing your digital assets, passwords, online accounts, and estate documents is becoming just as important as traditional estate planning.
  • And more!

Connect with Larry Heller: 

Heller Wealth Management is now part of Savant Wealth Management. Savant is a Registered Investment Advisor. This content is provided for informational and educational purposes only and should not be construed as personalized investment advice.

Effective March 31, 2026, Heller Wealth Management joined Savant Wealth Management (“Savant”). A copy of Savant’s current written disclosure Brochure discussing our advisory services and fees is available at www.savantwealth.com/disclosure-brochures/

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