Retirement Questions Every Generation Is Asking (Baby Boomers)

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and the early half of Generation Z taking their initial steps into the career field, these major life events come with a handful of financial planning questions. Over the next few weeks, we’ll share insights into the unique concerns that echo across different age groups.

We’re starting off this series with the baby boomer generation, as a majority of Mike’s clients belong to this demographic. But if you aren’t a baby boomer, don’t worry. Stay tuned as we cover questions from Gen X, Millennials, and Gen Z in the coming weeks.

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

  • How do I manage the risks of market volatility as I approach retirement?
  • What’s the best approach for transitioning from a steady income to retirement withdrawals?
  • What steps can I take to address rising healthcare costs in my retirement plan?
  • What’s the best way to pass on wealth without sacrificing my own retirement?
  • What are the best ways to maximize my Social Security benefits for a more secure retirement?
  • Should I consider downsizing or relocating in retirement?
  • Listener question: As a pastor, I have the opportunity to opt out of Social Security. Is this something I should consider?


If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.


Share this post

Principal Preservation Services

Join Our Mailing List

Sign-up for regular updates to empower yourself with the knowledge to secure a brighter financial future.

Secure Tomorrow, Today.

Schedule Your Complimentary Financial Review!

We’ll guide you through a personalized financial plan, ensuring you’re comfortable and confident in your choices.

Skip to content