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Retirement Questions That Baby Boomers Are Asking

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Manage episode 426796863 series 3303227
Content provided by Spiros Vassilakos. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Spiros Vassilakos 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 navigating a unique part of the retirement planning experience. Right ​now, ​the ​baby ​boomers ​are ​retiring ​every ​day ​at ​record ​numbers. ​This major life event comes with a handful of financial planning questions that every baby boomer should be asking, and today we’ll do our best to provide some answers.

Here’s what we discuss in this episode:

0:00 – Intro

1:37 – Managing risk of market volatility

3:17 – Turning saving into retirement income

5:18 – Healthcare costs

7:19 – Passing along your wealth

9:52 – Maximizing Social Security benefits

12:06 – Downsizing or relocating in retirement
Have questions or want to get your financial plan started? Here's how to contact us:

Website: https://theaudibleadvisor.com/

Phone: (727) 754-8418

Email: svassilakos@athenianpcg.com

Watch the show on YouTube: https://bit.ly/3VmzCUx

  continue reading

31 episodes

Artwork
iconShare
 
Manage episode 426796863 series 3303227
Content provided by Spiros Vassilakos. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Spiros Vassilakos 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 navigating a unique part of the retirement planning experience. Right ​now, ​the ​baby ​boomers ​are ​retiring ​every ​day ​at ​record ​numbers. ​This major life event comes with a handful of financial planning questions that every baby boomer should be asking, and today we’ll do our best to provide some answers.

Here’s what we discuss in this episode:

0:00 – Intro

1:37 – Managing risk of market volatility

3:17 – Turning saving into retirement income

5:18 – Healthcare costs

7:19 – Passing along your wealth

9:52 – Maximizing Social Security benefits

12:06 – Downsizing or relocating in retirement
Have questions or want to get your financial plan started? Here's how to contact us:

Website: https://theaudibleadvisor.com/

Phone: (727) 754-8418

Email: svassilakos@athenianpcg.com

Watch the show on YouTube: https://bit.ly/3VmzCUx

  continue reading

31 episodes

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