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.

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.

From strategies for replacing income in retirement to planning for healthcare costs, June has invaluable insights to share today. Stay tuned as we chat about efficiently transferring wealth, maximizing your Social Security benefits, the benefits of downsizing in retirement, and much more. Don’t forget to tune back into our next episode as we cover some of the common questions of Generation X!

Here’s some of what we discuss in this episode:

0:00 – Intro

2:00 – Transitioning from a steady job to retirement

5:09 – Addressing rising healthcare costs in your plan

7:31 – Passing on wealth to loved ones efficiently

12:30 – Maximizing Social Security

14:50 – Downsizing or moving in retirement