Retirement Questions That Baby Boomers Are Asking
Spiros Vassilakos · CEO & Private Wealth Advisor
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.
This piece is adapted from The Audible Advisor, hosted by Spiros Vassilakos. It is educational in nature and is not individualized investment, tax, or legal advice.
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