Apr 03 2024 24 mins
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 about their retirement savings, these major life events come with a handful of financial planning questions. In today’s episode, we’ll focus on some of the common questions that these age groups are asking.
While there’s no universal solution to these questions, this episode will provide some important considerations to keep in mind. By seeking personalized guidance, you can better prepare for your unique situation and set yourself up for a successful retirement. Tune in to see what you can learn from Lee!
Here are some of the questions we answer in today’s show:
- Baby boomers: "How do I manage the risks of market volatility as I approach retirement?”
- Baby Boomers: “What are the best ways to maximize my Social Security benefits?”
- Generation X: “How much do I need saved to actually retire?”
- Generation X: “What should I do with my 401(k) from previous employers?”
Want to set up a meeting with us? Visit us here: http://talkwithjp.com
Get more financial education at http://myretirementclarity.com