• Mal Mason and Chae Kyle highlight a study that shows a crisis for baby boomers set to retire between 2024 and 2030.

  • Jul 26 2024
  • Duración: 52 m
  • Podcast

Mal Mason and Chae Kyle highlight a study that shows a crisis for baby boomers set to retire between 2024 and 2030.

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  • Resumen

  • A commissioned study highlights a retirement crisis for baby boomers set to retire between 2024 and 2030. Two-thirds of this group struggle to maintain their current lifestyles post-retirement, with many possessing assets of $250,000 or less. The study reveals the need for careful planning and consideration of inflation and taxes. It emphasizes the importance of having a team or plan in place and working with a fiduciary advisor. The conversation also touches on the benefits of fixed indexed annuities and the importance of consolidating scattered 401(k) accounts.

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