Ashley Patterson discusses the unique challenges faced by Generation X as they approach retirement. The discussion covers various aspects of retirement planning, including income strategies, the relevance of traditional investment rules, tax implications, and the importance of healthcare planning. Ashley emphasizes the need for tailored financial strategies that address the specific needs of Gen X, who have experienced multiple economic downturns and are now navigating a complex retirement landscape. The conversation also highlights the importance of debunking common retirement myths and utilizing technology for effective planning.
Reach Ashley and Ty at 800-971-4549.
See omnystudio.com/listener for privacy information.
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