What does it really mean to be financially fulfilled, and how has the path to wealth changed for younger generations? In this conversation recorded at the Aspen Ideas Festival, host Kelly Corrigan sits down with Edward Jones Managing Partner Penny Pennington and finance influencer and educator Vivian Tu to explore how money psychology shapes our decisions, why traditional retirement models are breaking down, and what families can do to navigate the largest wealth transfer in American history. From the comparison trap fueled by social media to the sandwich generation caring for both parents and children, Pennington and Tu offer practical insights on building financial literacy, having honest money conversations across generations and redefining what middle-class prosperity looks like in today's economy. Whether you're helping your twentysomething get started or planning for your own financial future, this episode challenges assumptions about money, success and what it takes to build lasting wealth.

Special thanks to the Aspen Ideas Festival where this episode was recorded.

To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy

Learn more about your ad choices. Visit https://podcastchoices.com/adchoices