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.
In this episode, we’ll share insights into the unique concerns that echo across the younger generations: Gen X, Millennials, and Gen Z. They all face some different challenges and we’ll take you through a lot of those key questions today. If you missed our first episode on baby boomers, check out our last show to hear the pressing questions they are asking today.
Here’s some of what we discuss in this episode:
- How do you know how much you need to have saved and how to you tell if you’re on track?
- How to balance savings goals with other expenses like a mortgage, children’s education, and other things.
- Should I rely on Social Security and how do you account for potential changes?
- What can I do if I want to retire early?
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.
