Jeanne Thompson

Jeanne Thompson

Senior Retirement Consultant, LPL Financial

With 25-plus years in financial services, Jeanne pioneered research that shaped how we think about retirement readiness — including the acclaimed 401(k) millionaires study, the 10X Retirement Savings Rule of Thumb and the Financial Wellness Score.

After retiring from Fidelity Investments in December 2021, Jeanne struggled with her own transition. Sharing her journey authentically on social media, she discovered she wasn't alone — her content resonated with thousands facing the same challenges. This experience led her to develop retire&SHIFT™, a framework addressing the non-financial aspects of retirement: Structure, Hobbies, Identity, Friends and Thriving.

Today, Jeanne is a Senior Retirement Consultant for LPL Financial, a sought-after keynote speaker and consultant, partnering with organizations on retirement transition programs. Her TikTok content has generated over 8 million views, and her insights have been featured in Newsweek, Fortune, MarketWatch, NPR, CNBC, The New York Times and The Wall Street Journal.

Jeanne holds an M.Ed. from the University of Bridgeport, a B.A. in Economics from Hartwick College and FINRA licenses 7 and 24. She is currently authoring her first book: retire&SHIFT™.

Website: jeannethompson.com | LinkedIn | TikTok

Latest articles by Jeanne Thompson

Smiling senior man giving credit card to cashier at supermarket checkout counter
The Most Important Planning Step I Learned After I Retired

Most of us focus on how much to save for retirement, but what you'll spend is just as important, and your spending habits might change more than you expect.