Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and Generation X starting to think more seriously about their retirement savings, these major life events come with a handful of financial planning questions. In today’s episode, we’re going to focus on the questions that baby boomers face as they approach their golden years.Here’s some of what we discuss in this episode:0:00 – Intro 2:00 – Transitioning from a steady job to retirement5:09 – Addressing rising healthcare costs in your plan7:31 – Passing on wealth to loved ones efficiently12:30 – Maximizing Social Security14:50 – Downsizing or moving in retirementGet your Retirement Transition Success Kit: https://www.tag-pa.com/tv Schedule an appointment: https://www.tag-pa.com/contact Find us on YouTube: https://bit.ly/3SLNt4Z See omnystudio.com/listener for privacy information.

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