Retirement planning simply isn’t the same as it used to be. From changes in life expectancy, the lack of pensions, and getting caught in the sandwich generation, there’s a lot to keep in mind when putting together your financial plan. Instead of taking advice from others who may have retired in a different era, it’s important to understand what strategy is right for you.
Here’s some of what we discuss in this episode:
- Pensions are no longer the norm.
- Life expectancy is longer, so we need to financially prepare for longer lives.
- Some get stuck in the sandwich generation and caring for others.
- You should be strategic about your Social Security income.
- Taxes are an area where you can take control in retirement.
Get in touch with the Peterson Financial team: https://petersonfg.com/
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