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.
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
Subscribe & follow the show for free on your favorite apps:
Helpful Resources:
Learn more about the T.I.M.E. planning process by clicking here.
You can also schedule a free planning session with Frank Oliver and the team by clicking here.
Get your copy of Frank's book!
Advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Oliver Asset Management are unaffiliated entities.
Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.
*Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited and clients received no compensation (cash or non-cash). Past performance is no guarantee of future results. Testimonials are encouraged and welcomed from all prospects and clients. Investment advisory services offered through CreativeOne Wealth, LLC, a registered investment advisor. CreativeOne Wealth is not affiliated with Oliver Asset Management. Additional information about CreativeOne Wealth, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using CRD #281213.
Oliver Asset Management © 2023