Equipping Points:
What are Americans really concerned about when it comes to retirement? In this episode, we unpack the results of an insightful survey from Financial Advisor Magazine, which was completed by over 400 financial advisors. We’ll also compare these answers with the real-world concerns we hear every day from the clients in our own practice.
From fears about running out of money to rising healthcare costs and the possibility of working longer than planned, we explore the biggest concerns people face as they prepare for retirement. We also touch on the emotional side and address the fears around market volatility and stepping away from a steady paycheck. Tune in for a grounded look at what it really means to be retirement ready.
Here’s some of what we discuss:
💸 Outliving Your Money – Still the #1 concern for retirees
📈 Wealth Building vs. Income Planning
📉 Market Risk in Retirement
🏥 Healthcare Costs – A hidden challenge for early retirees
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:
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