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Show Notes

Who are you learning from when it comes to making sure your retirement plan is successful? If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now…

We’ll look at how retirement expenses have evolved, with people today being more active and spending more on hobbies, travel, and healthcare costs. We’ll also discuss how increasing life expectancies and the absence of traditional pensions are impacting retirement portfolios. Tune in and learn why it is so important to have a tailored plan that suits your unique circumstances, as we unravel the intricacies of retirement planning in the modern era.

Here’s what we’ll discuss in this episode:

• It’s okay to work beyond age 65 + why you should do what is best for your situation. [3:10]
• People are more active in retirement today and healthcare is more expensive. [6:22]
• Retirement portfolios today need to be designed to fund expenses for 30 or more years. [9:58]
• Retirees today often have a lot more problems to juggle than previous generations of retirees. [13:03]

Thanks for checking out this episode of the podcast. If you’d like to learn more about financial and retirement planning, check out our YouTube channel here.