• Mal Mason and Chae Kyle highlight a study that shows a crisis for baby boomers set to retire between 2024 and 2030.

  • 2024/07/26
  • 再生時間： 52 分
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Mal Mason and Chae Kyle highlight a study that shows a crisis for baby boomers set to retire between 2024 and 2030.

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  • A commissioned study highlights a retirement crisis for baby boomers set to retire between 2024 and 2030. Two-thirds of this group struggle to maintain their current lifestyles post-retirement, with many possessing assets of $250,000 or less. The study reveals the need for careful planning and consideration of inflation and taxes. It emphasizes the importance of having a team or plan in place and working with a fiduciary advisor. The conversation also touches on the benefits of fixed indexed annuities and the importance of consolidating scattered 401(k) accounts.

    Visit My Iron Plan to learn more. Call (888) 532-0503.

    See omnystudio.com/listener for privacy information.
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A commissioned study highlights a retirement crisis for baby boomers set to retire between 2024 and 2030. Two-thirds of this group struggle to maintain their current lifestyles post-retirement, with many possessing assets of $250,000 or less. The study reveals the need for careful planning and consideration of inflation and taxes. It emphasizes the importance of having a team or plan in place and working with a fiduciary advisor. The conversation also touches on the benefits of fixed indexed annuities and the importance of consolidating scattered 401(k) accounts.

Visit My Iron Plan to learn more. Call (888) 532-0503.

See omnystudio.com/listener for privacy information.
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Mal Mason and Chae Kyle highlight a study that shows a crisis for baby boomers set to retire between 2024 and 2030.に寄せられたリスナーの声

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