Equipping Points:

Why is retirement planning different than the “good old days” that our parents and grandparents experienced? This is one of those cases where you most likely can’t follow the same plan as previous generations and expect it to work out the same. Things like pensions, Social Security, and even RMD age have changed. Is your financial plan set up accordingly or is it in need of some changes to match?

Eric has worked with a variety of clients over the years, guiding them toward and through retirement. While we might have the world’s library available through the internet available at any given moment, finding the right answer for you is less simple. Working with a financial advisor who has helped people meet their financial goals can make all the difference.

Here’s some of what we discuss in this episode:

• Pensions were a staple of retirement plans back in the day.
• People are living longer now.
• We have an overabundance of information.

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. 

Today’s Takeaway: