Retirement Questions That Baby Boomers & Gen X Are Asking

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 close behind, these two generations are asking a handful of financial planning questions.
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Show Notes For This Episode

 

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 close behind, these two generations are asking a handful of financial planning questions.

In today’s episode, we’ll share insights into the unique concerns that echo across different age groups. These are the retirement questions that each generation is asking. We’ll continue the conversation on our next episode as we talk about the younger generations and the questions they need to be asking.

 

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

  • How do I manage the risks of market volatility as I approach retirement?
  • What steps can I take to address rising healthcare costs in my retirement plan?
  • Should I consider downsizing or relocating in retirement?
  • How much do I need to have saved to actually retire?
  • Should I pay off my mortgage before retiring?

 

Michael is a Financial Advisor and Certified Business Exit Planner at WestPac Wealth Partners. His daily mission is to help families and business owners make smart financial decisions so they can live on their own terms for the rest of their lives, regardless of what life events and opportunities come their way.

Call Michael at 702-767-4897 with any of your questions or email michael.schulte@westpacwealth.com.

 

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