16 minutes | Oct 15th 2020

Ep 27: Retirement Concerns for Baby Boomers

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With so many Baby Boomers heading into retirement every day, they are finding different challenges and concerns than their parents had to deal with. We work with many people in that generation and have heard many of these things first hand. Today we’ll talk about where the worries are and what they can do to be prepared for a long retirement.

 

Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-27-retirement-concerns-for-baby-boomers/1350/ 

 

What we discuss on this show: 

2:10 – How many Baby Boomer clients does Dale work with?

3:47 – Unique challenges Baby Boomers face

6:46 – What challenge are they consistently worried about?

10:04 – Working with folks to get a plan in place to determine when they can retire.

11:17 – Many of the mistakes are caused by lack of planning

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