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Retirement Questions Every Generation Is Asking (Baby Boomers)
Manage episode 409210195 series 3469418
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Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and the early half of Generation Z taking their initial steps into the career field, these major life events come with a handful of financial planning questions. Over the next few weeks, we’ll share insights into the unique concerns that echo across different age groups.
We're starting this series with the baby boomer generation, as a majority of Mike's clients belong to this demographic.
Here’s some of what we discuss in this episode:
- How do I manage the risks of market volatility as I approach retirement?
- What's the best approach for transitioning from a steady income to retirement withdrawals?
- What steps can I take to address rising healthcare costs in my retirement plan?
- What's the best way to pass on wealth without sacrificing my own retirement?
- What are the best ways to maximize my Social Security benefits for a more secure retirement?
- Should I consider downsizing or relocating in retirement?
- Listener question: As a pastor, I have the opportunity to opt out of Social Security. Is this something I should consider?
To get in touch with Mike, visit our website: http://principalpreservationservices.com
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