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Retirement Questions That Baby Boomers Are Asking

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Manage episode 426796863 series 3303227
内容由Spiros Vassilakos提供。所有播客内容(包括剧集、图形和播客描述)均由 Spiros Vassilakos 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

Send us a Text Message.

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

30集单集

Artwork
icon分享
 
Manage episode 426796863 series 3303227
内容由Spiros Vassilakos提供。所有播客内容(包括剧集、图形和播客描述)均由 Spiros Vassilakos 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

Send us a Text Message.

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

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