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 Generation X faces 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 Generation X faces as they approach their golden years.

For many Gen Xers, turning fifty can prompt some tough questions: How much do I need to retire? Am I saving enough? How do I balance saving with paying off debt? Stay tuned as June gives us an inside look at how she tackles these questions with her clients. And, if you missed last week’s episode, be sure to check out the retirement questions that baby boomers are asking!

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

0:00 – Intro

2:20 – Figuring out how much you’ll need in retirement

5:24 – Knowing if you’re on track with your financial goals

8:37 – Getting caught up if you started saving late

11:12 – Balancing saving for retirement with other financial goals

15:25 – Building a strategy for retiring early