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How Casey's General Stores Retirees Are Using AI to Simplify Everyday Life

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Healthcare Provider Update: Healthcare Provider for Casey's General Stores Casey's General Stores utilizes The Retirement Group as its healthcare provider, which assists retirees and employees in navigating healthcare benefits and understanding changing healthcare costs. Potential Healthcare Cost Increases in 2026 As 2026 approaches, Casey's General Stores employees and retirees may face significant increases in healthcare costs, largely due to anticipated record hikes in Affordable Care Act (ACA) premiums. With some states predicting premium increases surpassing 60%, coupled with the expiration of enhanced federal subsidies, the potential for out-of-pocket expenses to climb by over 75% looms large. This perfect storm of rising medical expenses and regulatory changes could place additional financial strain on those relying on ACA plans, necessitating careful budgeting and planning to mitigate the impact of these changes. Click here to learn more

'Artificial intelligence is helping many Casey's General Stores employees simplify their transition into retirement by organizing finances and daily routines, but the key is to use these tools as support—not substitution—for thoughtful planning and professional guidance.' — Paul Bergeron, a representative of The Retirement Group, a division of Wealth Enhancement.

'Casey's General Stores employees are finding that AI can streamline everything from budgeting to wellness, but lasting success in retirement comes from combining technology’s efficiency with informed financial decision-making.' — Tyson Mavar, a representative of The Retirement Group, a division of Wealth Enhancement.

In this article, we will discuss:

  1. How artificial intelligence (AI) is helping Casey's General Stores retirees simplify daily life and handle complex tasks.

  2. The ways AI can enhance health, home, and financial organization in retirement.

  3. Why retirees are increasingly confident using AI to boost efficiency and reclaim valuable time.

Many Casey's General Stores retirees are discovering that slowing down isn’t always easy, despite looking for respite from decades of early mornings, complex undertakings, and global operations. Handling investments, planning vacations, and staying organized can still feel demanding during retirement.

That’s where artificial intelligence (AI) has stepped in. What once seemed futuristic is now a practical tool for Casey's General Stores’s retired professionals who want to streamline routines and reclaim valuable time.

According to Wealth Enhancement financial planner Kevin Won, CFP®, AWMA®, CRPC®, “we’re seeing older adults experimenting with AI tools for efficiency. They understand that these tools can help them reclaim time, which is one of life’s most precious resources.”

Simplifying Complex Tasks

While still in the workforce, AI is helping Casey's General Stores employees transform their daily workflow. Tasks that once took hours—such as reviewing financial reports or tracking industry or market data—now take minutes with the help of AI assistants that can summarize data, highlight key performance trends, and draft personal reports.

Others are using AI to enhance their personal lives. For instance, with an AI-powered trip planner, it's possible to enter your preferred travel destinations, dates, and hobbies, and have the chatbot design an itinerary for you complete with dining, sightseeing, and activity suggestions.

The same is true after retirement. “The retirees I work with value how AI brings order and clarity,” Won adds. “Whether it’s comparing health care options or managing monthly expenses, these tools can handle the heavy lifting so retirees can focus on other areas of their lives.”

Improving Health and Home Management

Many former Casey's General Stores professionals are also turning to AI for personal wellness and home organization. Some use chatbots for home maintenance guidance, while others leverage AI to build custom workout plans that adapt to travel schedules or physical limitations. These tools help retirees maintain consistency without needing advanced tech skills or expensive memberships.

According to Won, “AI can give older adults autonomy. They don’t need to wait for instruction or assistance. Technology enables them to take the lead in their daily lives, including finances and health care choices.”

A Modern Assistant for Financial Confidence

Retirees can also use AI to help arrange their financial information before meetings with advisors. From summarizing financial articles to preparing questions, AI helps retirees save time while staying informed. Some even use it as a digital filing assistant, categorizing tax documents, receipts, and travel logs for the upcoming year.

Won cautions, however, that “AI should be viewed as guidance, not a promise. It’s a powerful assistant, but it can still make errors—especially on topics like health or finance—so always double-check important information.”

From Skepticism to Confidence

While some retirees were initially hesitant to adopt AI, many have now incorporated it into their routines. Surveys show that, while older generations are slower to adopt new technologies, comfort and usage are steadily rising.¹

Won explains, “Retirees who’ve spent decades adapting to innovation in corporate environments, like Casey's General Stores, already have the resilience and mindset needed to learn new tools. Now, AI works for them—reducing complexity, not adding to it.”

A Smart Way to Simplify Retirement

For many retirees, using AI is about boosting productivity, not just curiosity. Automating travel planning, organizing budgets, and reducing decision fatigue can make retirement more manageable and less stressful.

According to Won, “you’re really adding peace of mind when you integrate smart tools into daily life. The goal isn’t to master the technology. It’s to let it operate behind the scenes so you can focus on what matters most.”

If you’re a Casey's General Stores retiree looking to organize your finances, streamline health care costs, or enjoy your retirement with fewer hassles, The Retirement Group can help. Call (800) 900-5867 to speak with a knowledgeable representative today.

For more information, visit WealthEnhancement.com or call Wealth Enhancement Group at (800) 492-1222 to speak with a Certified Financial Planner.

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Sources:

  • 1. Kakulla, Brittne, Laura Skufca, Patty David, Jessica Boothe, and Kristen Garrett. ' Empowering Independence With Technology Among Adults Age 50-Plus .'  Washington, DC: AARP Research, Jan. 2025.

  • 2. “Young Adults Are Leading the Way in AI Adoption.” AP-NORC Center for Public Affairs Research, 29 July 2025.

  • 3. Chui, Michael, et al.  The Economic Potential of Generative AI: The Next Productivity Frontier.  McKinsey Global Institute, June 2023.

  • 4. Chatbots in Consumer Finance. Consumer Financial Protection Bureau, June 2023.

  • 5. “Older Adults Express Mixed Views on Artificial Intelligence.” NORC at the University of Chicago, Oct. 2023.

What type of retirement savings plan does Casey's General Stores offer to its employees?

Casey's General Stores offers a 401(k) retirement savings plan to help employees save for their future.

Is the 401(k) plan at Casey's General Stores available to all employees?

Yes, the 401(k) plan at Casey's General Stores is available to all eligible employees.

Does Casey's General Stores provide matching contributions to the 401(k) plan?

Yes, Casey's General Stores provides a matching contribution to the 401(k) plan, subject to certain conditions.

How can employees at Casey's General Stores enroll in the 401(k) plan?

Employees at Casey's General Stores can enroll in the 401(k) plan by completing the enrollment process through the company's HR portal.

What is the minimum age requirement to participate in Casey's General Stores' 401(k) plan?

The minimum age requirement to participate in Casey's General Stores' 401(k) plan is typically 21 years old.

Can employees at Casey's General Stores take loans against their 401(k) savings?

Yes, employees at Casey's General Stores may have the option to take loans against their 401(k) savings, depending on the plan's provisions.

What investment options are available in Casey's General Stores' 401(k) plan?

Casey's General Stores' 401(k) plan offers a variety of investment options, including mutual funds, target-date funds, and other investment vehicles.

How often can employees at Casey's General Stores change their 401(k) contribution amounts?

Employees at Casey's General Stores can typically change their 401(k) contribution amounts on a quarterly basis or as specified in the plan documents.

What is the vesting schedule for employer contributions in Casey's General Stores' 401(k) plan?

The vesting schedule for employer contributions in Casey's General Stores' 401(k) plan may vary, but employees usually become fully vested after a certain number of years of service.

Are there any fees associated with Casey's General Stores' 401(k) plan?

Yes, there may be administrative fees and investment-related fees associated with Casey's General Stores' 401(k) plan, which are disclosed in the plan documents.

With the current political climate we are in it is important to keep up with current news and remain knowledgeable about your benefits.
Casey's General Stores recently announced a restructuring plan that includes a reduction in workforce and changes to employee benefits. The company is also revising its pension plan to address financial pressures.
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For more information you can reach the plan administrator for Casey's General Stores at One SE Convenience Blvd. Ankeny, IA 50021; or by calling them at +1 515-965-6100.

*Please see disclaimer for more information

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