Retirement Questions That Every Generation Should Be Asking

In today’s episode, we’ll share insights into the unique concerns that echo across different age groups. These are the retirement questions that every generation is asking.

Your Guide:

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 today’s episode, we’ll share insights into the unique concerns that echo across different age groups. These are the retirement questions that every generation is asking.

 

Here’s some of what we’ll tackle in this episode:

  • Baby Boomers (1946-1964) are at or near retirement age and have many questions about how to best prepare.
  • Generation X (Approximately 1965-1976) is at a stage where retirement planning is becoming increasingly important.
  • Millennials (Approximately 1977-1995) are at various stages of their careers and find themselves navigating a range of retirement-related uncertainties, from saving strategies to the evolving landscape of retirement benefits.
  • Gen Z (Approximately 1996-2015) is at an early stage of the professional and financial journey, leaving many with questions on how to get started.

 

 

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Embracing the Unexpected: 9 Retirement Surprises Unveiled

Are you prepared for the unexpected turns your retirement might take? In this episode of Your Retirement Elevated Podcast with Scott Dougan, we explore the surprising findings from a study by the Transamerica Center for Retirement Studies. The study reveals a stark contrast between pre-retiree expectations and re-tiree realities, and we’re here to explore the nine most common retirement surprises that await.

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ABOUT YOUR HOST...

Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement.

Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.

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