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Retirement Questions That Baby Boomers & Gen X Are Asking

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Manage episode 415962571 series 3512330
Content provided by Frank Oliver. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frank Oliver 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.

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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 Generation X starting to think more about their retirement savings, these major life events come with a handful of financial planning questions. In today’s episode, we’ll focus on some of the common questions that these age groups are asking.

While there’s no universal solution to these questions, this episode will provide some important considerations to keep in mind. As Frank and Walter express in this episode, it’s important to address these kinds of questions early on and get a plan in place so that you can step into retirement with confidence.

Be sure to stay tuned until the end of the episode, where Frank answers a listener's question about whether or not to take out a life insurance policy.

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

0:00 – Intro

2:53 – Important considerations 5 years before retirement

7:31 – Downsizing or relocating in retirement

10:15 – Gen Xers seeking professional help

14:03 – Wanting to retire early

17:36 – Getting to know Frank

20:43 – Listener question
It’s T.I.M.E for a plan! Schedule a free session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time

  continue reading

16 episodes

Artwork
iconShare
 
Manage episode 415962571 series 3512330
Content provided by Frank Oliver. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frank Oliver 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.

Send us a Text Message.

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and Generation X starting to think more about their retirement savings, these major life events come with a handful of financial planning questions. In today’s episode, we’ll focus on some of the common questions that these age groups are asking.

While there’s no universal solution to these questions, this episode will provide some important considerations to keep in mind. As Frank and Walter express in this episode, it’s important to address these kinds of questions early on and get a plan in place so that you can step into retirement with confidence.

Be sure to stay tuned until the end of the episode, where Frank answers a listener's question about whether or not to take out a life insurance policy.

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

0:00 – Intro

2:53 – Important considerations 5 years before retirement

7:31 – Downsizing or relocating in retirement

10:15 – Gen Xers seeking professional help

14:03 – Wanting to retire early

17:36 – Getting to know Frank

20:43 – Listener question
It’s T.I.M.E for a plan! Schedule a free session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time

  continue reading

16 episodes

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