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.

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



Get 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

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. Here’s some of what we discuss in this episode:0:00 – Intro 2:20 – Figuring out how much you’ll need in retirement5:24 – Knowing if you’re on track with your financial goals8:37 – Getting caught up if you started saving late11:12 – Balancing saving for retirement with other financial goals15:25 – Building a strategy for retiring early Get your Retirement Transition Success Kit: <a href='https://www.tag-pa.com/tv'>https://www.tag-pa.com/tv</a> Schedule an appointment: <a href='https://www.tag-pa.com/contact'>https://www.tag-pa.com/contact</a> Find us on YouTube: <a href='https://bit.ly/3SLNt4Z'>https://bit.ly/3SLNt4Z</a>

Start your journey toward financial and retirement planning success with "TAG Talks," led by June Horne, CEO and Founder of Transition Advisor Group. This podcast is your roadmap through the complexities of financial planning, offering insightful discussions and actionable advice to help you navigate your retirement journey with confidence. Whether you're just starting to consider your financial future or seeking to enhance your retirement plan, June and her team of experts provide the guidance you need with personalized strategies and effective solutions. "TAG Talks" is committed to equipping you with the necessary knowledge and tools for a fulfilling and secure retirement. Take the opportunity to chart your retirement journey with the insightful and practical advice of "TAG Talks." Contact June via https://TAG-PA.com or at 717-718-5790.

Start your journey toward financial and retirement planning success with "TAG Talks," led by June Horne, CEO and Founder of Transition Advisor Group. This podcast is your roadmap through the complexities of financial planning, offering insightful discussions and actionable advice to help you navigate your retirement journey with confidence. Whether you're just starting to consider your financial future or seeking to enhance your retirement plan, June and her team of experts provide the guidance you need with personalized strategies and effective solutions. "TAG Talks" is committed to equipping you with the necessary knowledge and tools for a fulfilling and secure retirement. Take the opportunity to chart your retirement journey with the insightful and practical advice of "TAG Talks." Contact June via https://TAG-PA.com or at 717-718-5790.

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