The Forgotten Generation: Shining a Spotlight on Gen X’s Financial Health

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Gen X is often called the Forgotten Generation given how often they’re overlooked in favor of conversation around boomers, millennials or now even Gen Z. But not today.

On this episode, Gen X is the one in the spotlight as we sit down Gary Mottola, research director with the FINRA Foundation, Ritta McLaughlin, director of community outreach with FINRA’s Investor Education team, and Jeremy Ko, the 2024 FINRA Foundation Ketchum Visiting Scholar, to dig into the financial health of those born between 1965 and 1980 and, importantly, their perception of their own financial well-being.

Resources mentioned in this episode:

How Gen X Compares Financially to Other Generations: Doing Alright but Feeling Bad

FINRA Foundation National Financial Capability Study

Episode 19: Debunked: 7 Myths about Millennials—the Underinvested Generation

Episode 22: Millennials and Money: How to Get Started on the Road to Investing

Episode 134: Gen Z Investors: A Look at the Attitudes and Behaviors of the Youngest Investors

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