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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
内容由Kevin Madden提供。所有播客内容(包括剧集、图形和播客描述)均由 Kevin Madden 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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

117集单集

Artwork
icon分享
 
Manage episode 407501672 series 3561334
内容由Kevin Madden提供。所有播客内容(包括剧集、图形和播客描述)均由 Kevin Madden 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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

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