The Game Plan
The Baby Boomer generation is heading into retirement and we talk quite a bit with them about their financial concerns and the unique challenges they’re faced with.
This generation, like all others, has to face scenarios that their parents didn’t, but we’re preparation and planning can ease many of their retirement worries. Today we’ll talk through these challenges and help Baby Boomers prepare for their next chapter of life.
The X’s & O’s
Check out the timestamps below to skip around to specific topics on the 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