Artwork

Content provided by Modern Wealth Management and Dean Barber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Modern Wealth Management and Dean Barber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Peak 65: Nearly 4.4 Million Americans Projected to Turn 65 in 2024

23:37
 
Share
 

Manage episode 393505248 series 1378231
Content provided by Modern Wealth Management and Dean Barber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Modern Wealth Management and Dean Barber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Peak 65 is a term you’ll likely be hearing more and more in 2024. That’s because in 2024, more than 12,000 Americans are expected to turn 65 each day. That equates to nearly 4.4 million Americans turning 65 in 2024, which would be a record-breaking feat. Those statistics are significant for several reasons, especially when it comes to retirement planning. Dean Barber and Logan DeGraeve, CFP®, AIF® are going to help us break down what all to keep in mind about Peak 65.

RetireOne Allianz Study: https://edu.retireone.com/2023RIAPARISurveyExecutiveSummary

Retirement Plan Checklist: https://bit.ly/3H6hmWZ

Roth Conversion Case Studies: https://bit.ly/3NRJcdf

Tax Reduction Strategies: https://bit.ly/3S4daNA

Financial Planning Tool: https://bit.ly/3H3LQc6

Meet with Us: https://bit.ly/3H81vXO

4 Big Tax Mistakes Retirees Need to Avoid: https://youtu.be/eTJV5UF9j4Q

7 Reasons People Run Out of Retirement Money: https://youtu.be/nTUjhFpEgu8

Stress Testing Your Retirement Plan: https://youtu.be/hN42aRqv-1g

Why When You Retire Matters: https://youtu.be/6UcLAmM6wtI

Reviewing Rebalancing Strategies: https://youtu.be/5icgvwRbQZs

  continue reading

300 episodes

Artwork
iconShare
 
Manage episode 393505248 series 1378231
Content provided by Modern Wealth Management and Dean Barber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Modern Wealth Management and Dean Barber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Peak 65 is a term you’ll likely be hearing more and more in 2024. That’s because in 2024, more than 12,000 Americans are expected to turn 65 each day. That equates to nearly 4.4 million Americans turning 65 in 2024, which would be a record-breaking feat. Those statistics are significant for several reasons, especially when it comes to retirement planning. Dean Barber and Logan DeGraeve, CFP®, AIF® are going to help us break down what all to keep in mind about Peak 65.

RetireOne Allianz Study: https://edu.retireone.com/2023RIAPARISurveyExecutiveSummary

Retirement Plan Checklist: https://bit.ly/3H6hmWZ

Roth Conversion Case Studies: https://bit.ly/3NRJcdf

Tax Reduction Strategies: https://bit.ly/3S4daNA

Financial Planning Tool: https://bit.ly/3H3LQc6

Meet with Us: https://bit.ly/3H81vXO

4 Big Tax Mistakes Retirees Need to Avoid: https://youtu.be/eTJV5UF9j4Q

7 Reasons People Run Out of Retirement Money: https://youtu.be/nTUjhFpEgu8

Stress Testing Your Retirement Plan: https://youtu.be/hN42aRqv-1g

Why When You Retire Matters: https://youtu.be/6UcLAmM6wtI

Reviewing Rebalancing Strategies: https://youtu.be/5icgvwRbQZs

  continue reading

300 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide