Each generation is currently facing its own set of financial planning questions as they navigate their unique retirement planning journey. As the financial landscape continues to evolve, it's more important than ever for younger generations to start planning their financial futures early. So, in today’s episode, we’re going to focus on some of the common retirement planning questions of Millennials and Gen Z. 

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

0:00 – Intro 

2:41 – Balancing retirement savings with other goals 

5:57 – Preparing for potential changes to Social Security 

9:39 – Life insurance as a tool for retirement planning

12:43 – Prioritizing between needs and wants + tools to keep on track



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 facing its own set of financial planning questions as they navigate their unique retirement planning journey. As the financial landscape continues to evolve, it&apos;s more important than ever for younger generations to start planning their financial futures early. So, in today’s episode, we’re going to focus on some of the common retirement planning questions of Millennials and Gen Z.  Here’s some of what we discuss in this episode:0:00 – Intro 2:41 – Balancing retirement savings with other goals 5:57 – Preparing for potential changes to Social Security 9:39 – Life insurance as a tool for retirement planning12:43 – Prioritizing between needs and wants + tools to keep on track 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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