Straight To The Point:

Every generation faces a different set of challenges when it comes to retirement, but today’s retirees have a lot more on their plate than anyone before them.

From longevity to lack of a pension and much more, preparing for retirement can be an overwhelming process if you try to tackle it on your own. Today we’ll share the biggest changes for planning today versus our parents’ generation and how we adjust our approach with clients.

It’s very much on the shoulders of the retiree today to fund their future so you want to make sure you covering all your bases.

Listen to the full episode using the audio player above or click on the timestamps below to skip to a particular topic.


1:18 – Reality of retirement planning today

4:14 – Working beyond the age of 65

9:08 – Expenses not decreasing in retirement

12:04 – So many more things to juggle

14:33 – Portfolio have to last longer

17:29 – Stresses the importance of planning


The host: Chris Patterson – EmailWebsite – Tax Free Retirement Toolkit – Call: 904-285-4489

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Many of our clients ask about annuities and whether they’re a good option to create income in retirement. If you’re in that same position, you’ll want to hear our detailed breakdown of this product, the pros and cons, and who would be a good fit for an annuity.