Each generation is currently navigating a unique part of the retirement planning experience. Right now, the baby boomers are retiring every day at record numbers. This major life event comes with a handful of financial planning questions that every baby boomer should be asking, and today we’ll do our best to provide some answers.
Here’s what we discuss in this episode:
0:00 – Intro
1:37 – Managing risk of market volatility
3:17 – Turning saving into retirement income
5:18 – Healthcare costs
7:19 – Passing along your wealth
9:52 – Maximizing Social Security benefits
12:06 – Downsizing or relocating in retirement
Have questions or want to get your financial plan started? Here's how to contact us:
Website: https://theaudibleadvisor.com/
Phone: (727) 754-8418
Email: svassilakos@athenianpcg.com
Watch the show on YouTube: https://bit.ly/3VmzCUx
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