Marital Status and Changes in Financial Satisfaction During the Retirement Transition: South Korea and the US
2024

Marital Status and Financial Satisfaction During Retirement

Sample size: 65000 publication Evidence: moderate

Author Information

Author(s): Jang Jeein, Stokes Jeffrey, Burr Jeffrey

Primary Institution: University of Massachusetts Boston

Hypothesis

Does the transition to full retirement affect financial satisfaction differently based on marital status in South Korea and the US?

Conclusion

Retirement is linked to lower financial satisfaction over time, with cultural and economic factors influencing this relationship.

Supporting Evidence

  • Retirement is associated with lower financial satisfaction at baseline and over time in both countries.
  • Men have higher financial satisfaction than women in both studies.
  • The effect of retirement on financial satisfaction is greater in South Korea than in the United States.
  • Marital status buffers the relationship between retirement and financial satisfaction in the US.

Takeaway

When people retire, they often feel less happy about their money, and this can be different for married and single people depending on where they live.

Methodology

The study used linear mixed-effect models to analyze data from two nationally representative cohorts of adults aged 51 and over.

Limitations

The study may not account for all cultural and economic factors affecting financial satisfaction.

Participant Demographics

Adults aged 51 and over from South Korea and the US.

Digital Object Identifier (DOI)

10.1093/geroni/igae098.1668

Want to read the original?

Access the complete publication on the publisher's website

View Original Publication