Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning. Let’s talk about why on today’s episode.
So much has changed of the past decade or two, and it’s never been more important for individuals to take control of their own financial future. We’ll talk about the specific things that have changed from one generation to the next and how we help our clients overcome these retirement obstacles.
Here’s what we discuss in this episode:
0:00 – Intro
2:01 – Job and company loyalty
3:39 – Personal Savings
5:15 – Housing market
7:14 – Investing
9:24 – Interest rates
11:16 – Healthcare costs
13:35 – Life expectancy
14:51 – Social Security
16:40 – Sandwich generation
18:20 – Financial Literacy
If you have any questions about what we discussed today, please reach out and we’d be happy to set up a time to talk.
