Retirement Questions That Every Generation Is Asking, Part 1

No matter what generation you’re in, you likely have questions when it comes to retirement. In this multi-part series we will discuss the different questions common among different generations. Today we talk through how to best prepare for that life transition if you are a Baby Boomer.
Share this episode with a friend:

 

Confidence Corner

No matter what generation you’re in, you likely have questions when it comes to retirement. In this multi-part series we will discuss the different questions common among different generations. Today we talk through how to best prepare for that life transition if you are a Baby Boomer.

Many Baby Boomers are retired or it’s nearing on the horizon. You’ve got to be careful to manage the risk, especially the last five years before retirement as you don’t want big losses right before you retire. From leveraging your Social Security benefits to considering whether it’s time to downsize your home, there are plenty of decisions to be made.

While it can be overwhelming to face all of these questions, know that the answers and options are available. Talk with your financial advisor to get a plan and some clarity on how to make sure your retirement is a success.

 

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

  • What are the big retirement questions Baby Boomers are asking?
  • How do I manage the risks of the market?
  • How do I get my money in retirement?
  • What can be done to address healthcare costs?
  • What’s the best way to pass on wealth to my heirs?
  • How can I maximize my Social Security benefits?
  • Should I downsize or relocate?

 

A Point Of Wisdom:

Share this episode with a friend:

EXPLORE MORE EPISODES

Winning the Financial Triple Crown: Strategies from the Kentucky Derby

It’s almost derby time! But what does it take to take home the crown? On today’s show, we talk about the things you’ll want to keep in mind to win big when it comes to your financial plan. From training for the moment in the best way to understanding the kinds of bets you’re making, what financial lessons can be learned from such a famous horse race?

Listen Now »

How Is Technology Redefining Retirement Planning?

Sometimes technology and innovation can help simplify and streamline things, but other times it can cause more of a headache than before. Today, we talk about what can become more complex and what is improved when you introduce technology into your financial planning.

Listen Now »

YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

SUBSCRIBE