Retirement Questions That Baby Boomers Are Asking

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.

From managing market volatility and transitioning to retirement income to addressing healthcare costs and maximizing Social Security benefits, Spiros provides comprehensive insights to ensure a secure and fulfilling retirement. If you’re a baby boomer nearing retirement, this episode will help you gain valuable insights and practical advice to navigate the complexities of retirement planning and achieve financial freedom

 

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

 

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.

SHARE THIS PODCAST

Facebook
Twitter
LinkedIn

HAVE A QUESTION?

SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

MORE WAYS TO CONTACT...

(727) 754-8418

AthenianPCG@Cambridgesecure.com