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Unlocking GenX Retirement: Why Only 40% Work With Advisors and Crafting a Diverse Income Strategy

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Manage episode 407501672 series 3561334
Content provided by Kevin Madden. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kevin Madden 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.

Despite the urgency of the times, only 40% of GenXers are working with financial advisors. Kevin sheds light on the reasons behind this disconnect and emphasizes the significant advantages of collaborating with an advisor, citing a proven 3% or more average return.

In a world where DIY approaches are prevalent, Kevin underscores the importance of professional guidance and the potential pitfalls of relying solely on market performance. Uncover the secrets of building a resilient retirement plan, diversifying income streams, and mitigating risks. Whether you're a GenXer contemplating retirement or seeking to optimize your financial strategy, this episode provides valuable insights and actionable advice.

For a personalized consultation with Kevin, call today!

See omnystudio.com/listener for privacy information.

  continue reading

94 episodes

Artwork
iconShare
 
Manage episode 407501672 series 3561334
Content provided by Kevin Madden. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kevin Madden 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.

Despite the urgency of the times, only 40% of GenXers are working with financial advisors. Kevin sheds light on the reasons behind this disconnect and emphasizes the significant advantages of collaborating with an advisor, citing a proven 3% or more average return.

In a world where DIY approaches are prevalent, Kevin underscores the importance of professional guidance and the potential pitfalls of relying solely on market performance. Uncover the secrets of building a resilient retirement plan, diversifying income streams, and mitigating risks. Whether you're a GenXer contemplating retirement or seeking to optimize your financial strategy, this episode provides valuable insights and actionable advice.

For a personalized consultation with Kevin, call today!

See omnystudio.com/listener for privacy information.

  continue reading

94 episodes

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