Generational Challenges

Equipping Points:

Every generation has had a different experience and is currently at a different life stage. In this episode, Eric talks through some of the financial challenges that Millennials, Gen X, and Baby Boomers face. Understanding and acknowledging these different challenges can help you better plan according to where you are in life.

Are these trends among the generations true in your experience as well? How has your generation impacted how you approach your financial plan? Stay tuned to gain a better understanding of the financial differences between generations and gain valuable insights on how to be prepared for your next life stage.

 

Here are the quotes we talk through on the show:

  • Millennials face prices that are way more than what their parents paid. 1:10
  • Gen X is in the “sandwich” generation now. 5:11
  • Boomers are retiring. 7:57

 

If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here. 

 

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The host: Eric Peterson - Contact - Call: (515) 226-1500

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