Deep Dive with Penny Pennington and Vivian Tu on Money Smarts

Kelly Corrigan Wonders

Kelly Corrigan Show

Society & Culture

4.8 • 3.2K Ratings

🗓️ 29 July 2025

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	I've ruled out uni because I want to live at home.
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1:08.6	Welcome to Kelly Corrigan Wonders. I'm Kelly Corrigan, and today I'm wondering what financial
1:13.3	fulfillment really looks like now that traditional paths to wealth like pensions and reliable
1:19.1	homeownership just keep shifting. In a conversation recorded at the Aspen Ideas Festival, I talked to
1:26.2	Penny Pennington, managing partner of Edward Jones,
1:29.6	who is helping millions of customers navigate their own psychology around money,
1:35.2	during this the largest wealth transfer in American history,
1:39.5	and an influencer and financial educator named Vivian 2,
	...

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