Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and Generation X starting to think more seriously about their retirement savings, these major life events come with a handful of financial planning questions. In today’s episode, we’re going to focus on the questions that baby boomers face as they approach their golden years.
Here’s some of what we discuss in this episode:
0:00 – Intro
2:00 – Transitioning from a steady job to retirement
5:09 – Addressing rising healthcare costs in your plan
7:31 – Passing on wealth to loved ones efficiently
12:30 – Maximizing Social Security
14:50 – Downsizing or moving in retirement
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv
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Find us on YouTube: https://bit.ly/3SLNt4Z
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