Fintech with Prisidio, Act2Financial and MLE
Our July 9th, 2026 Fintech themed Rethinking Aging Club Podcast episode covered three important aspects of financial security and longevity with solutions that:
* Help people securely organize what matters most, from documents, IDs, accounts, and passwords to valuables, memories, and legacy items, so trusted loved ones can access what they need when they need it.
* Help families spot quiet financial risk early, protect independence, and reduce elder fraud risk through practical monitoring and warning signals.
* Expand financial planning into longevity planning: preparing for longer lives across money, health, purpose, housing, relationships, caregiving, and personal security.
Recorded on July 9, 2026, this episode is part of our FinTech and Security Series. Speakers are listed in their order of appearance.
Glenn Shimkus, Co-Founder and CEO, Prisidio
Prisidio powers the AARP Digital Vault, a competitively priced member add-on offered by AARP.
Prisidio is also a portfolio company of the AgeTech Collaborative from AARP
Matthew (Matt) Halperin, Co-Founder, Act2Financial
Reid Stone, Founder, My Life’s Encore (MLE) Longevity Network
Resources:
News for the Ages by Rethinking Aging Club podcast we discussed NY Times 2-28-26 Banks are Becoming Bulwarks for Vulnerable Seniors by Paula Span
Matt Halperin wrote this in 2024 for Humble Dollar – Advising Boomers to plan in advance for who in their family will be proxy for what
Matt Halperin referred to these articles during our July 9th show:
Washington Post 7-7-26 Elder Fraud is Surging – Opinion piece by Yuksel Aydin (she is director of anti-scam website seniors.hcsk.org). Includes elder fraud data updated to 2025 with charts.
Apple Access to Washington Post article
ABC News 5-26-26 Deborah Del Maestro loses thousands to scammer using what she suspects was AI voice mimicking daughter
Forbes 5-28-21 Grandmother who won elder fraud case against her grandsons and JP Morgan
Matt referred to Plaid
Prisidio Resources:
Prisidio Overview video 10-26-22
AARP What is a digital vault, and do I need one? by Edward C. Baig 3-21-25
KTLA 5 Protect what matters with Prisidio by Saturne Tchabong (related to LA wildfires) 11-14-25
USA Today AARP Partners with Prisidio to launch secure digital vault for seniors by Laura Layden, Naples Daily News 10-6-25
The Hartford: How to Prepare for a Hurricane and Stay Safe 5-21-26
Podcast host: Elizabeth Miller, Happy Healthy Caregiver June 2026 caregiving focused
The Truth about your Future podcast focused on financial advisors and how a digital vault can provide value to their clients May 2025
Death and dying in the digital age podcast Dec 2024
AgeTech Collaborative from AARP entrepreneurial experience and AgeTech space Glenn Shimkus
Rethinking Aging Club Podcast CES Highlights with Glenn Shimkus 2-8-24
Prisidio Blog: The Hospital at 2am test: Would your family pass? by Shantel Shimkus 4-21-26
Prisidio Blog The Digital Go-Bag: What I Want Every Family to Have Before the Next Storm by Glenn Shimkus 6-1-26
Reid Stone Resources:
Reid Stone is columnist for Rethinking 65
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Discussion hosted with commentary by: Managing Editor Boomer Tech Talk, Rethinking Aging Club podcasts founder, executive producer and co-host Linda Sherman; with co-host Ray Gordon, architect, urban planner and futurist, Tech Reporter on Boomer Tech Talk; and Debbie Howard, caregiver advocate and co-founder, Tokyo-based AgeTech platform Living Best
Further info on them is in the sidebar, fifth item with a microphone symbol.
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Music: Solemnity written and performed by Richard Sherman
