The Action Plan: New Lincoln Financial Series Helps Retirees Pursue Passions
Lincoln Financial today announced the launch of “The Action Plan,” a new four-part video content series where Rich Roll takes his popular podcast out of the studio to explore the passions and pastimes of guests including tennis legend (and now pickleball star) Andre Agassi.
The new series marks the next installment of Lincoln Financial’s wide-sweeping campaign, The Action Plan, aimed at helping Americans build financial security to help ensure they can pursue their passions and pastimes well into retirement.
This latest installment takes Roll’s top-ranked self-improvement podcast out of the studio and into action, meeting up with notable guests who represent some of today’s most popular pastimes. In addition to Agassi, country music star Walker Hayes, two-time Olympian and Ironman triathlete Sarah True, and New York Times best-selling author of The Psychology of Money Morgan Housel all join Roll in the series as they break down how they prioritize living fulfilled, healthy, and financially stable lives.
Today, adults in their 40s, 50s and 60s are healthier, more active and predicted to live longer than ever before, and they want to spend these years pursuing their passions. Lincoln Financial conducted a national survey to better understand this audience, learning that 77% of Americans in their 50s and 60s see retirement as a phase of life during which they will finally be able to pursue the passions and pastimes they did not have time for during their working years, but only 11% of respondents planned or budgeted for pastimes in retirement.
To encourage this audience to take action to ensure they’re financially prepared to keep doing the things they love, the short-form content series was produced to help celebrate pastimes and inspires conversations about planning for retirement, no matter what stage of adult life you may be experiencing. Viewers will experience a masterclass of insights, personal triumphs and challenges, alongside resources and ways to help plan for the future.
While Roll has never spoken about financial security on his platform, as he approaches retirement age, he realized the huge opportunity to connect with listeners facing similar experiences—and thus the partnership with Lincoln Financial was born. Alongside his guests, Roll explores how Lincoln’s products, along with preparation and planning, can allow a person’s passions to grow.
“I remember turning 30 and thinking my life was over. Little did I know, I’d write my first book at age 44. I didn’t start a podcast until I was 45. Now at 58 years old, I’m having more fun than ever and truly making the most of this time in my life,” Roll said. “Through my podcast, I’ve always shared my hobbies and explored the passions and professions of my guests, and now with Lincoln Financial’s help, we’re able to take the podcast out of the studio and practice these hobbies together. We dive into deep discussions about their careers, personal triumphs and the challenges they’ve faced, with the goal of helping viewers crack the code to living fulfilled, long and healthy lives.”
In each episode, Roll steps into the world of his guests to learn more about what drives their passions, how they prioritize all aspects of wellness and how they envision their future lives. The premiere episode features Andre Agassi as he teaches Rich the ins and outs of his new favorite pastime: pickleball. The pair discuss how the now 55-year-old Agassi channeled his tennis career into his new passion and how his enjoyment of the game inspired him to elevate the sport across the U.S. and demonstrate how an active, healthy lifestyle is achievable at any age.
“I was only 16 when I started playing tennis professionally. I started signing sponsors and winning prize money and it all felt like so much so fast—there’s no real way to prepare for having nothing and then having everything, unless you actively seek advice,” Agassi said. “Even then, you still have to take that advice and learn from it. It’s tough for an athlete, being paid for your performance, because when the performance stops, if an injury happens or something goes wrong, you still have bills but no way to manage it. Figuring out how you really want to live and thinking about your future is important.”
The Action Plan content series is the latest initiative in a campaign of the same name from Lincoln Financial, with the continued goal to reframe the way people perceive and talk about the new era of retirees.
“We’ve learned that people do not view retirement as a time to slow down, but an opportunity to explore the passions they want to continue to enjoy,” said Kathy Kavanaugh, Chief Marketing Officer and Senior Vice President of Brand and Individual Solutions at Lincoln Financial. “By partnering with Rich Roll on this next phase of The Action Plan, we are empowering older Americans to take the next step and work with a financial planner to help ensure you are prepared to pursue your pastimes well into the future.”
Viewers can watch Rich Roll and Lincoln Financial’s Action Plan content series on LincolnFinancial.com/RichRoll, and all episodes are available on YouTube at https://www.youtube.com/@Lincoln_Financial
SEE ALSO:
• Lincoln Financial Launches Parental Leave Benefit
• Lincoln Financial Group Launches Support Program for Beneficiaries
Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.
