In this Design for Digital Takeover episode of The Filene Fill-In, host Jerry Kane sits down with generational researcher and storyteller Kim Lear to explore how each generation’s unique experiences shape their approach to money, work, and trust. From baby boomers to Gen Z, they unpack how life stage, culture, and technology intersect to drive values and financial behavior. Kim shares insights from her work with Filene’s Center for the Next Generation of Member Growth, offering credit unions a roadmap to connect authentically with younger members. Along the way, the conversation ranges from social media’s “phantom wealth” effect to what it really means to lead across generations in the post-COVID workplace. Stay tuned for an exciting announcement at the end of the show.
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In this Design for Digital Takeover episode of The Filene Fill-In, host Jerry Kane sits down with generational researcher and storyteller Kim Lear to explore how each generation’s unique experiences shape their approach to money, work, and trust. From baby boomers to Gen Z, they unpack how life stage, culture, and technology intersect to drive values and financial behavior. Kim shares insights from her work with Filene’s Center for the Next Generation of Member Growth, offering credit unions a roadmap to connect authentically with younger members. Along the way, the conversation ranges from social media’s “phantom wealth” effect to what it really means to lead across generations in the post-COVID workplace. Stay tuned for an exciting announcement at the end of the show.
Filene Fill-In Ep. 80: Life Transitions and Financial Consequences
Filene Research Institute
37 minutes 24 seconds
1 year ago
Filene Fill-In Ep. 80: Life Transitions and Financial Consequences
"One transition I’m really interested in is the transition from incarceration to entry back into society. The criminal legal system has an enormous impact on peoples’ lives but it’s one that financial institutions don’t seem to think much about."
We have a special discussion for our listeners today as we hand over the reigns to our Filene Fellow for the Center of Excellence for Consumer Financial Lives in Transition, Lisa Servon. Lisa is joined by one of her co-researchers Jamila Harris who is an author and criminal justice advocate for women, to talk about a project they have worked on for the past few years, how they got interested in this work, and the implications this research has for credit unions and communities they serve.
Filene Research Institute
In this Design for Digital Takeover episode of The Filene Fill-In, host Jerry Kane sits down with generational researcher and storyteller Kim Lear to explore how each generation’s unique experiences shape their approach to money, work, and trust. From baby boomers to Gen Z, they unpack how life stage, culture, and technology intersect to drive values and financial behavior. Kim shares insights from her work with Filene’s Center for the Next Generation of Member Growth, offering credit unions a roadmap to connect authentically with younger members. Along the way, the conversation ranges from social media’s “phantom wealth” effect to what it really means to lead across generations in the post-COVID workplace. Stay tuned for an exciting announcement at the end of the show.
