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サマリー
あらすじ・解説
Each generation is currently facing its own set of financial planning questions as they navigate their unique retirement planning journey. As the financial landscape continues to evolve, it's more important than ever for younger generations to start planning their financial futures early. So, in today’s episode, we’re going to focus on some of the common retirement planning questions of Millennials and Gen Z.
Here’s some of what we discuss in this episode:
0:00 – Intro
2:41 – Balancing retirement savings with other goals
5:57 – Preparing for potential changes to Social Security
9:39 – Life insurance as a tool for retirement planning
12:43 – Prioritizing between needs and wants + tools to keep on track
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv
Schedule an appointment: https://www.tag-pa.com/contact
Find us on YouTube: https://bit.ly/3SLNt4Z