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We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make and how can they be avoided? We’ll ask and attempt to answer those questions on today’s show.
Episode Show Notes
A lot of financial professionals say things that just aren’t true. And it’s not that they’re intentionally trying to mislead, it’s just that they’ve been trained to use certain talking points, which they might even believe to be true themselves. Let’s talk about the statements you should be cautious of if you hear them from a financial advisor.
It’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financial media.
Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”
Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an advisor has these characteristics or not.
Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retireers face and help you find the silver lining in the midst of tough situations.
While there are some factors that are different for everyone in retirement planning (variables), there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants?
Sometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations. If you’re going to be working with a financial advisor, make sure they’re pushing you to address these kinds of topics.
The last decade of your working life is a very important one from a retirement planning perspective. Let’s talk about some of the things you want to be sure you address during that 10-year period.
Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make…
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