Ep 18: Challenges Facing Baby Boomers in Retirement

We’re all facing financial challenges in 2020 but the generation impacted the most might be the Baby Boomers because millions are entering retirement or already there. Today we’ll share the biggest financial concerns we’re hearing from clients and other people in that generation as they get ready to retire.

Read more and get additional financial resources here: http://makeretirementwork.com/458/ep-18-challenges-facing-baby-boomers-in-retirement/ 

What we discuss on the show: 

1:40 – The uncertainty of everything around us.

6:55 – Is your client base made up by a majority of that generation?

9:46 – Specific financial fears we’ve seen from Baby Boomers

12:08 – Tax liabilities in retirement 

15:18 – Time horizons are getting shorter so take action.