What are Americans really concerned about when it comes to retirement? In this episode, we unpack the results of an insightful survey from Financial Advisor Magazine, which was completed by over 400 financial advisors. We’ll also compare these answers with the real-world concerns we hear every day from the clients in our own practice.
Here’s some of what we discuss in this episode:
💸 Outliving Your Money – Still the #1 concern for retirees
📈 Wealth Building vs. Income Planning
📉 Market Risk in Retirement
🏥 Healthcare Costs – A hidden challenge for early retirees
Get in touch with the Peterson Financial team: https://petersonfg.com/
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