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Ep 221: Retirement Planning Challenges for Baby Boomers
Manage episode 407397502 series 3560500
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For so many years, people could simply rely on working a long career with a company and using a pension and Social Security to cover most of their retirement needs. Unfortunately for the Baby Boomer generation, financial planning isn’t so simple anymore.
Let’s explore the changing retirement landscape and help Baby Boomers better prepare for what lies ahead.
Here are some of the things we’ll discuss in this episode:
- Why Baby Boomers can’t just rely on doing things the way their parents did. (2:05)
- What are the specific concerns we hear from Baby Boomers most often? (3:55)
- The biggest mistakes that Baby Boomers make regularly. (6:22)
- Three things Baby Boomers need to address as part of their retirement plan. (11:13)
About Retirease Radio:
Retirease Radio is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Connect:
Medina Law Group: https://www.jerseyestateplanning.com/
Palante Wealth Advisors: https://palantewealth.com/
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