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Retirement Questions That Millennials and Gen Z Are Asking

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Manage episode 421128280 series 3551818
Content provided by June Horne. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by June Horne 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.

Each generation is currently facing its own set of financial planning questions as they navigate their unique retirement planning journey. As the financial landscape continues to evolve, it's more important than ever for younger generations to start planning their financial futures early. So, in today’s episode, we’re going to focus on some of the common retirement planning questions of Millennials and Gen Z.

Here’s some of what we discuss in this episode:

0:00 – Intro

2:41 – Balancing retirement savings with other goals

5:57 – Preparing for potential changes to Social Security

9:39 – Life insurance as a tool for retirement planning

12:43 – Prioritizing between needs and wants + tools to keep on track
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

  continue reading

10 episodes

Artwork
iconShare
 
Manage episode 421128280 series 3551818
Content provided by June Horne. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by June Horne 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.

Each generation is currently facing its own set of financial planning questions as they navigate their unique retirement planning journey. As the financial landscape continues to evolve, it's more important than ever for younger generations to start planning their financial futures early. So, in today’s episode, we’re going to focus on some of the common retirement planning questions of Millennials and Gen Z.

Here’s some of what we discuss in this episode:

0:00 – Intro

2:41 – Balancing retirement savings with other goals

5:57 – Preparing for potential changes to Social Security

9:39 – Life insurance as a tool for retirement planning

12:43 – Prioritizing between needs and wants + tools to keep on track
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

  continue reading

10 episodes

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